SNPE vs VOO

SNPE vs VOO

Which is better, SNPE or VOO?

Nearly the same fund. VOO costs less.

VOO has a lower expense ratio. SNPE led over 1Y, 5Y and the full window, VOO over 3Y. The two have moved almost in lockstep, correlation 0.99. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 40.9%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: VOO

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

MetricSNPEVOO
Expense Ratio0.10%0.03%Best
AUM$2.9B$997.4B
Dividend Yield0.92%1.04%
Holdings333509
YTD Return+11.72%+12.37%Best
1Y Return+18.26%Best+16.61%
3Y Return (annualized)+21.01%+21.37%Best
5Y Return (annualized)+14.08%Best+13.49%
Volatility (annualized)16.6%16.4%Best
Max Drawdown-33.8%Best-34.3%
$10,000 over 5 years$19,322Best$18,827
Top 10 Weight40.9%37.6%Best
Fund FamilyXtrackers ETFsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 25, 2019Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Jun 26, 2019 to Sep 18, 2026 (7.2 years).

SNPE 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 7.2 years both funds cover.

SNPE vs VOO Performance

Xtrackers S&P 500 Scored & Screened ETF (SNPE) is an ETF from Xtrackers ETFs and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SNPE returned +18.26% while VOO returned +16.61%. Year to date, SNPE is up 11.72% versus a gain of 12.37% for VOO.

Over three years, SNPE compounded at +21.01% per year against +21.37% for VOO; over five years the annualized figures are +14.08% and +13.49% respectively. Across the full 7-year window we track, SNPE has the edge at +16.35% annualized vs +15.47%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SNPE has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 16.4% 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 -33.8% for SNPE 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SNPE charges 0.10% per year while VOO charges 0.03%. On a $10,000 position that is $10 vs $3 annually, a gap of $7 per year that compounds over a long holding period. On income, SNPE currently yields 0.92% against 1.04% for VOO.

Holdings Overlap

SNPE already in VOO98.6%
VOO already in SNPE60.6%

98.6% of SNPE's money is in holdings VOO also owns. 60.6% of VOO's money is in holdings SNPE also owns.

Most of SNPE is already inside VOO. Owning both mostly buys the same companies twice.

314 positions in common, counted across the 326 positions we hold weights for in SNPE and 494 in VOO, against full books of 333 and 509.

What only one of them owns

Our book lists 177 positions for VOO that do not appear in our book for SNPE (38.7% of the fund), and 9 for SNPE that do not appear in VOO (0.8%).

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

StockWeight in SNPEWeight in VOODifference
NVDANvidia Corp13.30%7.55%5.75%
MSFTMicrosoft Corp9.03%5.36%3.67%
GOOGLAlphabet Inc,class A4.84%3.24%1.60%
GOOGAlphabet Inc3.86%2.62%1.24%
MUMicron Technology, Inc.2.64%1.44%1.20%
LLYEli Lilly & Co.2.25%1.41%0.84%
VVisa Inc Class A1.54%0.93%0.61%
WMTWalmart, Inc.1.14%0.76%0.38%
MAMastercard Inc1.16%0.72%0.44%
ABBVAbbvie Inc.1.13%0.69%0.44%

98.6% of SNPE is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SNPEVOO

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Frequently Asked Questions

Which is cheaper, SNPE or VOO?

SNPE has an expense ratio of 0.10% while VOO charges 0.03%. VOO is the cheaper option, by $7 a year on a $10,000 investment.

Which performed better, SNPE or VOO?

Over the past year SNPE returned +18.26% vs +16.61% for VOO, so SNPE leads on 1-year performance. Over the longest common window we track (7 years), SNPE annualized +16.35% vs +15.47% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SNPE or VOO?

SNPE has been the more volatile fund at 16.6% annualized versus 16.4% for VOO. Worst drawdown: SNPE -33.8% vs VOO -34.3%.

Should I hold both SNPE and VOO?

SNPE and VOO have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between SNPE and VOO?

98.6% of SNPE's money is in holdings VOO also owns. 60.6% of VOO's is in holdings SNPE also owns. They hold 314 positions in common, counted across the 326 positions we hold weights for in SNPE and 494 in VOO.

Which pays a higher dividend, SNPE or VOO?

SNPE yields 0.92% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than SNPE?

VOO has a lower expense ratio. SNPE led over 1Y, 5Y and the full window, VOO over 3Y. The two have moved almost in lockstep, correlation 0.99. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 40.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.