SIMS vs VOO
State Street SPDR S&P Kensho Intelligent Structures 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 509 holdings.
Side-by-Side Comparison
| Metric | SIMS | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $9M | $997.4B | |
| Dividend Yield | 0.56% | 1.08% | |
| Holdings | 55 | 509 | |
| YTD Return | +7.68% | +14.27% | |
| 1Y Return | +20.59% | +21.79% | |
| 3Y Return (annualized) | +10.81% | +22.19% | |
| 5Y Return (annualized) | +1.14% | +13.28% | |
| Volatility (annualized) | 24.7% | 14.2% | |
| Max Drawdown | -44.0% | -34.3% | |
| Fund Family | State Street Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 18, 2017 | Sep 7, 2010 |
SIMS vs VOO Performance
State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) is a ETF from State Street Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SIMS returned +20.59% while VOO returned +21.79%. Year to date, SIMS is up 7.68% versus a gain of 14.27% for VOO.
Over three years, SIMS compounded at +10.81% per year against +22.19% for VOO; over five years the annualized figures are +1.14% and +13.28% respectively. Across the full 9-year window we track, VOO has the edge at +13.59% annualized vs +5.77%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SIMS has been the more volatile fund, with annualized monthly volatility of 24.7% compared with 14.2% 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 -44.0% for SIMS 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 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SIMS charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, SIMS currently yields 0.56% against 1.08% for VOO.
Holdings Overlap
SIMS and VOO share 14 holdings out of 545 unique holdings combined, representing a 2.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SIMS or VOO?
SIMS has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, SIMS or VOO?
Over the past year SIMS returned +20.59% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), SIMS annualized +5.77% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, SIMS or VOO?
SIMS has been the more volatile fund at 24.7% annualized versus 14.2% for VOO. Worst drawdown: SIMS -44.0% vs VOO -34.3%.
Should I hold both SIMS and VOO?
SIMS and VOO have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SIMS and VOO?
SIMS and VOO share 14 common holdings with a 2.7% weight overlap. Combined, they hold 545 unique securities.
Which pays a higher dividend, SIMS or VOO?
SIMS yields 0.56% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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