SGVA vs VOO

SGVA vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: TiedMore Diversified: VOO

Side-by-Side Comparison

MetricSGVAVOOWinner
Expense Ratio0.22%0.03%
AUM$507M$997.4B
Dividend Yield0.00%1.08%
Holdings2509
YTD Return+0.65%+12.95%
1Y Return-+20.69%
3Y Return (annualized)-+22.09%
5Y Return (annualized)-+13.40%
Volatility (annualized)-14.1%
Max Drawdown-0.0%-34.3%
Fund FamilyF-m investmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionJun 10, 2026Sep 7, 2010

SGVA vs VOO Performance

F/m Accumulator Ultrashort US Treasury Fund ETF (SGVA) is a ETF from F-m investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, SGVA is up 0.65% versus a gain of 12.95% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.0% for SGVA and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SGVA charges 0.22% per year while VOO charges 0.03%. On a $10,000 position that is $22 vs $3 annually, a gap of $19 per year that compounds over a long holding period. On income, SGVA currently yields 0.00% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

SGVA and VOO share 0 holdings out of 507 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SGVA or VOO?

SGVA has an expense ratio of 0.22% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $19 per year of difference.

What is the holdings overlap between SGVA and VOO?

SGVA and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, SGVA or VOO?

SGVA yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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