SHRY vs VOO
First Trust Bloomberg Shareholder Yield ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SHRY | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.03% | |
| AUM | $16M | $979.0B | |
| Dividend Yield | 1.68% | 1.09% | |
| Holdings | 51 | 509 | |
| YTD Return | +12.26% | +13.72% | |
| 1Y Return | +13.58% | +21.63% | |
| 3Y Return (annualized) | +14.61% | +21.55% | |
| 5Y Return (annualized) | +8.95% | +13.26% | |
| Volatility (annualized) | 17.0% | 14.1% | |
| Max Drawdown | -36.7% | -34.3% | |
| Fund Family | First Trust Portfolios (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 20, 2017 | Sep 7, 2010 |
SHRY vs VOO Performance
First Trust Bloomberg Shareholder Yield ETF (SHRY) is a ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SHRY returned +13.58% while VOO returned +21.63%. Year to date, SHRY is up 12.26% versus a gain of 13.72% for VOO.
Over three years, SHRY compounded at +14.61% per year against +21.55% for VOO; over five years the annualized figures are +8.95% and +13.26% respectively. Across the full 9-year window we track, VOO has the edge at +13.56% annualized vs +10.87%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SHRY has been the more volatile fund, with annualized monthly volatility of 17.0% 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 -36.7% for SHRY 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SHRY charges 0.60% per year while VOO charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, SHRY currently yields 1.68% against 1.09% for VOO.
Holdings Overlap
SHRY and VOO share 48 holdings out of 507 unique holdings combined, representing a 13.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SHRY or VOO?
SHRY has an expense ratio of 0.60% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, SHRY or VOO?
Over the past year SHRY returned +13.58% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), SHRY annualized +10.87% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, SHRY or VOO?
SHRY has been the more volatile fund at 17.0% annualized versus 14.1% for VOO. Worst drawdown: SHRY -36.7% vs VOO -34.3%.
Should I hold both SHRY and VOO?
SHRY and VOO have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between SHRY and VOO?
SHRY and VOO share 48 common holdings with a 13.2% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, SHRY or VOO?
SHRY yields 1.68% while VOO yields 1.09%, so SHRY currently pays the higher dividend yield.
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