SJLD vs VOO
SanJac Alpha Low Duration 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 | SJLD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $3M | $997.4B | |
| Dividend Yield | 4.41% | 1.08% | |
| Holdings | 11 | 509 | |
| YTD Return | +2.64% | +12.25% | |
| 1Y Return | +4.23% | +20.92% | |
| 3Y Return (annualized) | - | +21.79% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 1.9% | 14.1% | |
| Max Drawdown | -1.0% | -34.3% | |
| Fund Family | SanJac Alpha | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 9, 2024 | Sep 7, 2010 |
SJLD vs VOO Performance
SanJac Alpha Low Duration ETF (SJLD) is a ETF from SanJac Alpha and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SJLD returned +4.23% while VOO returned +20.92%. Year to date, SJLD is up 2.64% versus a gain of 12.25% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 1.9% for SJLD. 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 -1.0% for SJLD 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 0.02. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SJLD charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, SJLD currently yields 4.41% against 1.08% for VOO.
Holdings Overlap
SJLD and VOO share 0 holdings out of 513 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, SJLD or VOO?
SJLD has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, SJLD or VOO?
Over the past year SJLD returned +4.23% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), SJLD annualized +5.71% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, SJLD or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 1.9% for SJLD. Worst drawdown: SJLD -1.0% vs VOO -34.3%.
Should I hold both SJLD and VOO?
SJLD and VOO have a monthly-return correlation of 0.02, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SJLD and VOO?
SJLD and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 513 unique securities.
Which pays a higher dividend, SJLD or VOO?
SJLD yields 4.41% while VOO yields 1.08%, so SJLD currently pays the higher dividend yield.
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