SMCF vs VOO
Themes US Small Cap Cash Flow Champions ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. SMCF delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SMCF | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.03% | |
| AUM | $3M | $979.0B | |
| Dividend Yield | 3.31% | 1.09% | |
| Holdings | 141 | 509 | |
| YTD Return | +21.63% | +13.72% | |
| 1Y Return | +29.00% | +21.63% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 17.7% | 14.1% | |
| Max Drawdown | -28.0% | -34.3% | |
| Fund Family | Themes ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 13, 2023 | Sep 7, 2010 |
SMCF vs VOO Performance
Themes US Small Cap Cash Flow Champions ETF (SMCF) is a ETF from Themes ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SMCF returned +29.00% while VOO returned +21.63%. Year to date, SMCF is up 21.63% versus a gain of 13.72% for VOO.
Risk: Volatility and Drawdowns
SMCF has been the more volatile fund, with annualized monthly volatility of 17.7% 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 -28.0% for SMCF 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SMCF charges 0.29% per year while VOO charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, SMCF currently yields 3.31% against 1.09% for VOO.
Holdings Overlap
SMCF and VOO share 1 holdings out of 579 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SMCF | Weight in VOO | Difference |
|---|---|---|---|
| BLDR | 2.48% | 0.01% | 2.47% |
Frequently Asked Questions
Which is cheaper, SMCF or VOO?
SMCF has an expense ratio of 0.29% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
Which performed better, SMCF or VOO?
Over the past year SMCF returned +29.00% vs +21.63% for VOO, so SMCF leads on 1-year performance. Over the longest common window we track (3 years), SMCF annualized +20.41% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, SMCF or VOO?
SMCF has been the more volatile fund at 17.7% annualized versus 14.1% for VOO. Worst drawdown: SMCF -28.0% vs VOO -34.3%.
Should I hold both SMCF and VOO?
SMCF and VOO have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SMCF and VOO?
SMCF and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 579 unique securities.
Which pays a higher dividend, SMCF or VOO?
SMCF yields 3.31% while VOO yields 1.09%, so SMCF currently pays the higher dividend yield.
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