SPUC vs VOO
Simplify US Equity Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SPUC | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.53% | 0.03% | |
| AUM | $141M | $979.0B | |
| Dividend Yield | 11.16% | 1.09% | |
| Holdings | 5 | 509 | |
| YTD Return | +12.99% | +13.79% | |
| 1Y Return | +21.44% | +23.01% | |
| 3Y Return (annualized) | +23.30% | +21.78% | |
| 5Y Return (annualized) | +12.96% | +13.39% | |
| Volatility (annualized) | 19.5% | 14.1% | |
| Max Drawdown | -29.2% | -34.3% | |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 3, 2020 | Sep 7, 2010 |
SPUC vs VOO Performance
Simplify US Equity Income ETF (SPUC) is a ETF from Simplify Exchange Traded Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SPUC returned +21.44% while VOO returned +23.01%. Year to date, SPUC is up 12.99% versus a gain of 13.79% for VOO.
Over three years, SPUC compounded at +23.30% per year against +21.78% for VOO; over five years the annualized figures are +12.96% and +13.39% respectively. Across the full 6-year window we track, SPUC has the edge at +16.22% annualized vs +13.57%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SPUC has been the more volatile fund, with annualized monthly volatility of 19.5% 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 -29.2% for SPUC 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 0.96. 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 11.16% against 1.09% for VOO.
Holdings Overlap
SPUC and VOO share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $50 per year of difference.
Which performed better, SPUC or VOO?
Over the past year SPUC returned +21.44% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), SPUC annualized +16.22% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, SPUC or VOO?
SPUC has been the more volatile fund at 19.5% annualized versus 14.1% for VOO. Worst drawdown: SPUC -29.2% vs VOO -34.3%.
Should I hold both SPUC and VOO?
SPUC and VOO have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between SPUC and VOO?
SPUC and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, SPUC or VOO?
SPUC yields 11.16% while VOO yields 1.09%, so SPUC currently pays the higher dividend yield.
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