SHRD vs VOO

SHRD 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

MetricSHRDVOOWinner
Expense Ratio0.52%0.03%
AUM$13M$997.4B
Dividend Yield0.38%1.08%
Holdings88509
YTD Return-0.96%+12.76%
1Y Return-+20.14%
3Y Return (annualized)-+21.69%
5Y Return (annualized)-+13.00%
Volatility (annualized)-14.1%
Max Drawdown-1.9%-34.3%
Fund FamilyFaith Investor ServicesVanguard (US)
CategoryFixed IncomeEquity
InceptionJun 12, 2026Sep 7, 2010

SHRD vs VOO Performance

Arimathea Catholic Core Bond ETF (SHRD) is a ETF from Faith Investor Services and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, SHRD is down 0.96% versus a gain of 12.76% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -1.9% for SHRD 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

SHRD charges 0.52% per year while VOO charges 0.03%. On a $10,000 position that is $52 vs $3 annually, a gap of $49 per year that compounds over a long holding period. On income, SHRD currently yields 0.38% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

SHRD and VOO share 0 holdings out of 588 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, SHRD or VOO?

SHRD has an expense ratio of 0.52% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $49 per year of difference.

What is the holdings overlap between SHRD and VOO?

SHRD and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 588 unique securities.

Which pays a higher dividend, SHRD or VOO?

SHRD yields 0.38% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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