SIJ 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

MetricSIJVOOWinner
Expense Ratio0.95%0.03%
AUM$6M$979.0B
Dividend Yield5.11%1.09%
Holdings6509
YTD Return-29.12%+13.44%
1Y Return-35.17%+22.62%
3Y Return (annualized)-29.98%+21.47%
5Y Return (annualized)-20.15%+13.27%
Volatility (annualized)38.0%14.1%
Max Drawdown-100.0%-34.3%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJan 30, 2007Sep 7, 2010

SIJ vs VOO Performance

ProShares UltraShort Industrials (SIJ) is a ETF from ProShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SIJ returned -35.17% while VOO returned +22.62%. Year to date, SIJ is down 29.12% versus a gain of 13.44% for VOO.

Over three years, SIJ compounded at -29.98% per year against +21.47% for VOO; over five years the annualized figures are -20.15% and +13.27% respectively. Across the full 16-year window we track, VOO has the edge at +13.55% annualized vs -29.72%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SIJ has been the more volatile fund, with annualized monthly volatility of 38.0% 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 -100.0% for SIJ 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 -0.89. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SIJ charges 0.95% per year while VOO charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, SIJ currently yields 5.11% against 1.09% for VOO.

Frequently Asked Questions

Which is cheaper, SIJ or VOO?

SIJ has an expense ratio of 0.95% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, SIJ or VOO?

Over the past year SIJ returned -35.17% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), SIJ annualized -29.72% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, SIJ or VOO?

SIJ has been the more volatile fund at 38.0% annualized versus 14.1% for VOO. Worst drawdown: SIJ -100.0% vs VOO -34.3%.

Should I hold both SIJ and VOO?

SIJ and VOO have a monthly-return correlation of -0.89, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SIJ or VOO?

SIJ yields 5.11% while VOO yields 1.09%, so SIJ currently pays the higher dividend yield.

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