SIMS vs VOO
State Street SPDR S&P Kensho Intelligent Structures ETF vs Vanguard S&P 500 ETF
Which is better, SIMS or VOO?
Mid Cap Blend against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. SIMS is less concentrated, with 30.1% of the fund in its ten largest positions against 36.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SIMS | VOO |
|---|---|---|
| Expense Ratio | 0.45% | 0.03%Best |
| AUM | $8M | $997.4B |
| Dividend Yield | 0.56% | 1.08% |
| Holdings | 55 | 509 |
| YTD Return | +2.69% | +13.37%Best |
| 1Y Return | +11.71% | +20.08%Best |
| 3Y Return (annualized) | +9.46% | +21.29%Best |
| 5Y Return (annualized) | -0.22% | +12.89%Best |
| Volatility (annualized) | 24.6% | 16.4%Best |
| Max Drawdown | -44.0% | -34.3%Best |
| $10,000 over 5 years | $9,890 | $18,335Best |
| Top 10 Weight | 30.1%Best | 36.4% |
| Fund Family | State Street Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | Dec 18, 2017 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Dec 27, 2017 to Sep 4, 2026 (8.7 years).
SIMS vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8.7 years both funds cover.
SIMS vs VOO Performance
State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) is an ETF from State Street Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SIMS returned +11.71% while VOO returned +20.08%. Year to date, SIMS is up 2.69% versus a gain of 13.37% for VOO.
Over three years, SIMS compounded at +9.46% per year against +21.29% for VOO; over five years the annualized figures are -0.22% and +12.89% respectively. Across the full 9-year window we track, VOO has the edge at +13.97% annualized vs +5.15%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SIMS has been the more volatile fund, with annualized monthly volatility of 24.6% compared with 16.4% 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 what each fund did in the worst stretch of the window measured above.
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
26.1% of SIMS's money is in holdings VOO also owns. 2.7% of VOO's money is in holdings SIMS also owns.
SIMS and VOO share little of their money.
14 positions in common, counted across the 54 positions we hold weights for in SIMS and 505 in VOO, against full books of 55 and 509.
What only one of them owns
Our book lists 482 positions for VOO that do not appear in our book for SIMS (96.8% of the fund), and 34 for SIMS that do not appear in VOO (66.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in SIMS | Weight in VOO | Difference |
|---|---|---|---|
| TSLATesla Motors Inc | 2.16% | 1.84% | 0.32% |
| VLTOVeralto Corp | 2.94% | 0.03% | 2.91% |
| XYLXylem,Inc. | 2.87% | 0.04% | 2.83% |
| JCIJohnson Controls Intl Plc | 2.77% | 0.14% | 2.63% |
| PNRPentair Plc Ordinary Shares | 2.41% | 0.02% | 2.39% |
| GNRCGenerac Holdings, Inc. | 2.30% | 0.03% | 2.27% |
| ROPRoper Technologies Inc. | 1.74% | 0.05% | 1.69% |
| AMEAmetek Inc | 1.70% | 0.09% | 1.61% |
| DDDupont De Nemours, Inc. | 1.57% | 0.03% | 1.54% |
| CARRCarrier Global Corp Common Stock Usd.01 | 1.43% | 0.09% | 1.34% |
26.1% of SIMS is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $42 a year on a $10,000 investment.
Which performed better, SIMS or VOO?
Over the past year SIMS returned +11.71% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), SIMS annualized +5.15% vs +13.97% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SIMS or VOO?
SIMS has been the more volatile fund at 24.6% annualized versus 16.4% 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 their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SIMS and VOO?
26.1% of SIMS's money is in holdings VOO also owns. 2.7% of VOO's is in holdings SIMS also owns. They hold 14 positions in common, counted across the 54 positions we hold weights for in SIMS and 505 in VOO.
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.
Is VOO better than SIMS?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. SIMS is less concentrated, with 30.1% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.