SPUC vs VOO
Simplify US Equity Income ETF vs Vanguard S&P 500 ETF
Which is better, SPUC or VOO?
Nearly the same fund. VOO costs less.
VOO has a lower expense ratio. SPUC led over 3Y, VOO over 1Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.96.
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 | SPUC | VOO |
|---|---|---|
| Expense Ratio | 0.53% | 0.03%Best |
| AUM | $233M | $997.4B |
| Dividend Yield | 13.20% | 1.04% |
| Holdings | 4 | 509 |
| YTD Return | +13.17% | +14.14%Best |
| 1Y Return | +11.80% | +17.31%Best |
| 3Y Return (annualized) | +25.14%Best | +23.16% |
| 5Y Return (annualized) | +13.44% | +13.85%Best |
| Volatility (annualized) | 19.4% | 15.3%Best |
| Max Drawdown | -29.2% | -24.5%Best |
| $10,000 over 5 years | $18,786 | $19,128Best |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 3, 2020 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 4, 2020 to Sep 21, 2026 (6 years).
SPUC 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 6 years both funds cover.
SPUC vs VOO Performance
Simplify US Equity Income ETF (SPUC) is an ETF from Simplify Exchange Traded Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SPUC returned +11.80% while VOO returned +17.31%. Year to date, SPUC is up 13.17% versus a gain of 14.14% for VOO.
Over three years, SPUC compounded at +25.14% per year against +23.16% for VOO; over five years the annualized figures are +13.44% and +13.85% respectively. Across the full 6-year window we track, VOO has the edge at +15.96% annualized vs +15.92%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SPUC has been the more volatile fund, with annualized monthly volatility of 19.4% compared with 15.3% 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 -29.2% for SPUC and -24.5% 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SPUC charges 0.53% per year while VOO charges 0.03%. On a $10,000 position that is $53 vs $3 annually, a gap of $50 per year that compounds over a long holding period. On income, SPUC currently yields 13.20% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 1 holding in SPUC and 494 in VOO, totalling 0.1% 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 1 positions we hold weights for in SPUC and 494 in VOO, against full books of 4 and 509.
You are not choosing between two funds in isolation.
Whichever of SPUC 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, SPUC or VOO?
SPUC has an expense ratio of 0.53% while VOO charges 0.03%. VOO is the cheaper option, by $50 a year on a $10,000 investment.
Which performed better, SPUC or VOO?
Over the past year SPUC returned +11.80% vs +17.31% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), SPUC annualized +15.92% vs +15.96% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SPUC or VOO?
SPUC has been the more volatile fund at 19.4% annualized versus 15.3% for VOO. Worst drawdown: SPUC -29.2% vs VOO -24.5%.
Should I hold both SPUC and VOO?
SPUC and VOO have a monthly-return correlation of 0.96, 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.
Which pays a higher dividend, SPUC or VOO?
SPUC yields 13.20% while VOO yields 1.04%, so SPUC currently pays the higher dividend yield.
Is VOO better than SPUC?
VOO has a lower expense ratio. SPUC led over 3Y, VOO over 1Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.96. Which one suits a particular account depends on what it is for. This is information, not a recommendation.