SJLD vs VOO
SanJac Alpha Low Duration ETF vs Vanguard S&P 500 ETF
Which is better, SJLD or VOO?
Investment Grade Bond against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y and the full window.
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 | SJLD | VOO |
|---|---|---|
| Expense Ratio | 0.35% | 0.03%Best |
| AUM | $2M | $997.4B |
| Dividend Yield | 4.39% | 1.04% |
| Holdings | 12 | 509 |
| YTD Return | +2.31% | +12.37%Best |
| 1Y Return | +3.33% | +16.61%Best |
| 3Y Return (annualized) | - | +21.37% |
| 5Y Return (annualized) | - | +13.49% |
| Volatility (annualized) | 1.9%Best | 12.7% |
| Max Drawdown | -1.0%Best | -18.7% |
| $10,000 over 2 years | $11,090 | $14,211Best |
| Fund Family | SanJac Alpha | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Investment Grade Bond | Large Cap Blend |
| Inception | Sep 9, 2024 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 10, 2024 to Sep 18, 2026 (2 years).
SJLD 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 2 years both funds cover.
SJLD vs VOO Performance
SanJac Alpha Low Duration ETF (SJLD) is an ETF from SanJac Alpha and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SJLD returned +3.33% while VOO returned +16.61%. Year to date, SJLD is up 2.31% versus a gain of 12.37% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 12.7% 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 -18.7% 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 0.04. They move largely independently of each other.
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 4.39% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 8 holdings in SJLD and 494 in VOO, totalling 93.9% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 8 positions we hold weights for in SJLD and 494 in VOO, against full books of 12 and 509.
You are not choosing between two funds in isolation.
Whichever of SJLD and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $32 a year on a $10,000 investment.
Which performed better, SJLD or VOO?
Over the past year SJLD returned +3.33% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), SJLD annualized +5.31% vs +19.21% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SJLD or VOO?
VOO has been the more volatile fund at 12.7% annualized versus 1.9% for SJLD. Worst drawdown: SJLD -1.0% vs VOO -18.7%.
Should I hold both SJLD and VOO?
SJLD and VOO have a monthly-return correlation of 0.04, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SJLD or VOO?
SJLD yields 4.39% while VOO yields 1.04%, so SJLD currently pays the higher dividend yield.
Is VOO better than SJLD?
VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.