SHLD 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

MetricSHLDVOOWinner
Expense Ratio0.50%0.03%
AUM$7.1B$979.0B
Dividend Yield0.71%1.09%
Holdings55509
YTD Return+5.49%+13.79%
1Y Return+14.93%+23.01%
3Y Return (annualized)+43.73%+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)21.4%14.1%
Max Drawdown-25.4%-34.3%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
InceptionSep 11, 2023Sep 7, 2010

SHLD vs VOO Performance

Global X Defense Tech ETF (SHLD) is a ETF from Global X by mirae Asset and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SHLD returned +14.93% while VOO returned +23.01%. Year to date, SHLD is up 5.49% versus a gain of 13.79% for VOO.

Over three years, SHLD compounded at +43.73% per year against +21.78% for VOO. Across the full 3-year window we track, SHLD has the edge at +43.73% annualized vs +13.57%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SHLD has been the more volatile fund, with annualized monthly volatility of 21.4% 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 -25.4% for SHLD 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 0.17. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SHLD charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, SHLD currently yields 0.71% against 1.09% for VOO.

Holdings Overlap

1.2%overlap

SHLD and VOO share 7 holdings out of 540 unique holdings combined, representing a 1.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SHLDWeight in VOODifference
RTX9.36%0.40%8.96%
LMT8.32%0.16%8.16%
NOC7.90%0.11%7.79%
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Frequently Asked Questions

Which is cheaper, SHLD or VOO?

SHLD has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, SHLD or VOO?

Over the past year SHLD returned +14.93% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), SHLD annualized +43.73% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, SHLD or VOO?

SHLD has been the more volatile fund at 21.4% annualized versus 14.1% for VOO. Worst drawdown: SHLD -25.4% vs VOO -34.3%.

Should I hold both SHLD and VOO?

SHLD and VOO have a monthly-return correlation of 0.17, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SHLD and VOO?

SHLD and VOO share 7 common holdings with a 1.2% weight overlap. Combined, they hold 540 unique securities.

Which pays a higher dividend, SHLD or VOO?

SHLD yields 0.71% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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