SMN vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricSMNVOOWinner
Expense Ratio0.95%0.03%
AUM$4M$979.0B
Dividend Yield3.60%1.09%
Holdings6509
YTD Return-24.23%+14.48%
1Y Return-26.01%+22.02%
3Y Return (annualized)-33.28%+21.80%
5Y Return (annualized)-26.76%+13.36%
Volatility (annualized)45.4%14.2%
Max Drawdown-100.0%-34.3%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJan 30, 2007Sep 7, 2010

SMN vs VOO Performance

ProShares UltraShort Materials (SMN) is a ETF from ProShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SMN returned -26.01% while VOO returned +22.02%. Year to date, SMN is down 24.23% versus a gain of 14.48% for VOO.

Over three years, SMN compounded at -33.28% per year against +21.80% for VOO; over five years the annualized figures are -26.76% and +13.36% respectively. Across the full 16-year window we track, VOO has the edge at +13.61% annualized vs -32.21%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SMN has been the more volatile fund, with annualized monthly volatility of 45.4% compared with 14.2% 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 -100.0% for SMN 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 -0.77. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SMN charges 0.95% per year while VOO charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, SMN currently yields 3.60% against 1.09% for VOO.

Frequently Asked Questions

Which is cheaper, SMN or VOO?

SMN has an expense ratio of 0.95% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, SMN or VOO?

Over the past year SMN returned -26.01% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), SMN annualized -32.21% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, SMN or VOO?

SMN has been the more volatile fund at 45.4% annualized versus 14.2% for VOO. Worst drawdown: SMN -100.0% vs VOO -34.3%.

Should I hold both SMN and VOO?

SMN and VOO have a monthly-return correlation of -0.77, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SMN or VOO?

SMN yields 3.60% while VOO yields 1.09%, so SMN currently pays the higher dividend yield.

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