SPUS vs VOO
SP Funds S&P 500 Sharia Industry Exclusions ETF vs Vanguard S&P 500 ETF
Which is better, SPUS or VOO?
Large Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. SPUS led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.96. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 57.0%.
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 | SPUS | VOO |
|---|---|---|
| Expense Ratio | 0.45% | 0.03%Best |
| AUM | $3.1B | $997.4B |
| Dividend Yield | 0.52% | 1.04% |
| Holdings | 219 | 509 |
| YTD Return | +14.99%Best | +12.25% |
| 1Y Return | +22.25%Best | +17.03% |
| 3Y Return (annualized) | +23.25%Best | +21.25% |
| 5Y Return (annualized) | +15.04%Best | +13.08% |
| Volatility (annualized) | 18.0% | 16.9%Best |
| Max Drawdown | -30.8%Best | -34.3% |
| $10,000 over 5 years | $20,149Best | $18,490 |
| Top 10 Weight | 57.0% | 37.6%Best |
| Fund Family | SP Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Dec 17, 2019 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Dec 18, 2019 to Sep 17, 2026 (6.7 years).
SPUS 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 6.7 years both funds cover.
SPUS vs VOO Performance
SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) is an ETF from SP Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SPUS returned +22.25% while VOO returned +17.03%. Year to date, SPUS is up 14.99% versus a gain of 12.25% for VOO.
Over three years, SPUS compounded at +23.25% per year against +21.25% for VOO; over five years the annualized figures are +15.04% and +13.08% respectively. Across the full 7-year window we track, SPUS has the edge at +18.12% annualized vs +15.08%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SPUS has been the more volatile fund, with annualized monthly volatility of 18.0% compared with 16.9% 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 -30.8% for SPUS 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SPUS charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, SPUS currently yields 0.52% against 1.04% for VOO.
Holdings Overlap
99.0% of SPUS's money is in holdings VOO also owns. 57.0% of VOO's money is in holdings SPUS also owns.
Most of SPUS is already inside VOO. Owning both mostly buys the same companies twice.
210 positions in common, counted across the 218 positions we hold weights for in SPUS and 494 in VOO, against full books of 219 and 509.
What only one of them owns
Our book lists 279 positions for VOO that do not appear in our book for SPUS (42.3% of the fund), and 7 for SPUS that do not appear in VOO (0.7%).
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
| Stock | Weight in SPUS | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 14.09% | 7.55% | 6.54% |
| AAPLApple, Inc | 12.37% | 7.05% | 5.32% |
| MSFTMicrosoft Corp | 9.57% | 5.36% | 4.21% |
| GOOGLAlphabet Inc,class A | 5.12% | 3.24% | 1.88% |
| AVGOBroadcom Inc | 4.49% | 2.86% | 1.63% |
| MUMicron Technology, Inc. | 2.78% | 1.44% | 1.34% |
| TSLATesla Inc | 2.59% | 1.36% | 1.23% |
| LLYEli Lilly & Co. | 2.36% | 1.41% | 0.95% |
| AMDAdvanced Micro Devices Inc | 1.92% | 1.21% | 0.71% |
| XOMExxon Mobil Corp. | 1.76% | 1.00% | 0.76% |
99.0% of SPUS 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SPUS or VOO?
SPUS has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option, by $42 a year on a $10,000 investment.
Which performed better, SPUS or VOO?
Over the past year SPUS returned +22.25% vs +17.03% for VOO, so SPUS leads on 1-year performance. Over the longest common window we track (7 years), SPUS annualized +18.12% vs +15.08% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SPUS or VOO?
SPUS has been the more volatile fund at 18.0% annualized versus 16.9% for VOO. Worst drawdown: SPUS -30.8% vs VOO -34.3%.
Should I hold both SPUS and VOO?
SPUS 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.
What is the holdings overlap between SPUS and VOO?
99.0% of SPUS's money is in holdings VOO also owns. 57.0% of VOO's is in holdings SPUS also owns. They hold 210 positions in common, counted across the 218 positions we hold weights for in SPUS and 494 in VOO.
Which pays a higher dividend, SPUS or VOO?
SPUS yields 0.52% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than SPUS?
VOO has a lower expense ratio. SPUS led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.96. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 57.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.