SH vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricSHVOOWinner
Expense Ratio0.89%0.03%
AUM$928M$979.0B
Dividend Yield4.21%1.09%
Holdings16509
YTD Return-9.62%+13.79%
1Y Return-14.27%+23.01%
3Y Return (annualized)-13.23%+21.78%
5Y Return (annualized)-8.90%+13.39%
Volatility (annualized)14.9%14.1%
Max Drawdown-95.5%-34.3%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJun 19, 2006Sep 7, 2010

SH vs VOO Performance

ProShares Short S&P500 (SH) is a ETF from ProShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SH returned -14.27% while VOO returned +23.01%. Year to date, SH is down 9.62% versus a gain of 13.79% for VOO.

Over three years, SH compounded at -13.23% per year against +21.78% for VOO; over five years the annualized figures are -8.90% and +13.39% respectively. Across the full 16-year window we track, VOO has the edge at +13.57% annualized vs -12.54%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SH has been the more volatile fund, with annualized monthly volatility of 14.9% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -95.5% for SH and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.98. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SH charges 0.89% per year while VOO charges 0.03%. On a $10,000 position that is $89 vs $3 annually, a gap of $86 per year that compounds over a long holding period. On income, SH currently yields 4.21% against 1.09% for VOO.

Frequently Asked Questions

Which is cheaper, SH or VOO?

SH has an expense ratio of 0.89% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $86 per year of difference.

Which performed better, SH or VOO?

Over the past year SH returned -14.27% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), SH annualized -12.54% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, SH or VOO?

SH has been the more volatile fund at 14.9% annualized versus 14.1% for VOO. Worst drawdown: SH -95.5% vs VOO -34.3%.

Should I hold both SH and VOO?

SH and VOO have a monthly-return correlation of -0.98, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SH or VOO?

SH yields 4.21% while VOO yields 1.09%, so SH currently pays the higher dividend yield.

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