SLYV vs VOO
State Street SPDR S&P 600 Small Cap Value ETF vs Vanguard S&P 500 ETF
Which is better, SLYV or VOO?
Small Cap Value against Large Cap Blend.
VOO has a lower expense ratio. SLYV led over 1Y, VOO over 3Y, 5Y and the full window. SLYV is less concentrated, with 8.4% 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 | SLYV | VOO |
|---|---|---|
| Expense Ratio | 0.15% | 0.03%Best |
| AUM | $4.9B | $997.4B |
| Dividend Yield | 1.81% | 1.04% |
| Holdings | 463 | 509 |
| YTD Return | +17.49%Best | +11.55% |
| 1Y Return | +24.21%Best | +17.54% |
| 3Y Return (annualized) | +14.85% | +20.71%Best |
| 5Y Return (annualized) | +7.93% | +12.80%Best |
| Volatility (annualized) | 20.1% | 14.1%Best |
| Max Drawdown | -49.6% | -34.3%Best |
| $10,000 over 5 years | $14,646 | $18,262Best |
| Top 10 Weight | 8.4%Best | 36.4% |
| Fund Family | State Street Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Blend |
| Inception | Sep 25, 2000 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 10, 2026 (16 years).
SLYV 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 16 years both funds cover.
SLYV vs VOO Performance
State Street SPDR S&P 600 Small Cap Value ETF (SLYV) 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 SLYV returned +24.21% while VOO returned +17.54%. Year to date, SLYV is up 17.49% versus a gain of 11.55% for VOO.
Over three years, SLYV compounded at +14.85% per year against +20.71% for VOO; over five years the annualized figures are +7.93% and +12.80% respectively. Across the full 16-year window we track, VOO has the edge at +13.35% annualized vs +9.16%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SLYV has been the more volatile fund, with annualized monthly volatility of 20.1% 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 -49.6% for SLYV 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SLYV charges 0.15% per year while VOO charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, SLYV currently yields 1.81% against 1.04% for VOO.
Holdings Overlap
0.8% of SLYV's money is in holdings VOO also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 463 positions we hold weights for in SLYV and 505 in VOO, against full books of 463 and 509.
What only one of them owns
Our book lists 496 positions for VOO that do not appear in our book for SLYV (99.4% of the fund), and 454 for SLYV that do not appear in VOO (97.4%).
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 SLYV | Weight in VOO | Difference |
|---|---|---|---|
| CAGConagra Brands Inc. | 0.76% | 0.00% | 0.76% |
You are not choosing between two funds in isolation.
Whichever of SLYV 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, SLYV or VOO?
SLYV has an expense ratio of 0.15% while VOO charges 0.03%. VOO is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, SLYV or VOO?
Over the past year SLYV returned +24.21% vs +17.54% for VOO, so SLYV leads on 1-year performance. Over the longest common window we track (16 years), SLYV annualized +9.16% vs +13.35% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SLYV or VOO?
SLYV has been the more volatile fund at 20.1% annualized versus 14.1% for VOO. Worst drawdown: SLYV -49.6% vs VOO -34.3%.
Should I hold both SLYV and VOO?
SLYV and VOO have a monthly-return correlation of 0.82, 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, SLYV or VOO?
SLYV yields 1.81% while VOO yields 1.04%, so SLYV currently pays the higher dividend yield.
Is VOO better than SLYV?
VOO has a lower expense ratio. SLYV led over 1Y, VOO over 3Y, 5Y and the full window. SLYV is less concentrated, with 8.4% 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.