SPVU vs VOO

SPVU vs VOO

Which is better, SPVU or VOO?

Large Cap Value against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 41.4%.

Lower Fees: VOOHigher Returns: VOOLess 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

MetricSPVUVOO
Expense Ratio0.13%0.03%Best
AUM$111M$997.4B
Dividend Yield2.46%1.04%
Holdings101509
Volatility (annualized)20.1%14.9%Best
Max Drawdown-51.7%-34.3%Best
$10,000 over 10.4 years$30,963$37,049Best
Top 10 Weight41.4%37.6%Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 9, 2015Sep 7, 2010

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 210 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SPVU has data through Feb 20, 2026 and VOO through Sep 18, 2026.

Volatility and max drawdown, and the $10,000 over 10.4 years row, are measured over the window both funds cover: Oct 9, 2015 to Feb 20, 2026 (10.4 years).

Risk: Volatility and Drawdowns

SPVU has been the more volatile fund, with annualized monthly volatility of 20.1% compared with 14.9% 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 -51.7% for SPVU 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPVU charges 0.13% per year while VOO charges 0.03%. On a $10,000 position that is $13 vs $3 annually, a gap of $10 per year that compounds over a long holding period. On income, SPVU currently yields 2.46% against 1.04% for VOO.

Holdings Overlap

SPVU already in VOO98.3%
VOO already in SPVU10.9%

98.3% of SPVU's money is in holdings VOO also owns. 10.9% of VOO's money is in holdings SPVU also owns.

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

The two holdings books were reported 304 days apart, SPVU as of Sep 30, 2025 and VOO as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

91 positions in common, counted across the 100 positions we hold weights for in SPVU and 494 in VOO, against full books of 101 and 509.

What only one of them owns

Our book lists 397 positions for VOO that do not appear in our book for SPVU (88.3% of the fund), and 8 for SPVU that do not appear in VOO (1.3%).

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 SPVUWeight in VOODifference
BRK.BBerkshire Hathaway Inc Brk/B Us Equity4.80%1.46%3.34%
UNHUnitedhealth Group Incorporated5.59%0.58%5.01%
BACBank of America Corp.: Financials5.25%0.63%4.62%
XOMExxon Mobil Corp.4.87%1.00%3.87%
CVXChevron Corp3.96%0.57%3.39%
WFCWells Fargo & Co.4.10%0.41%3.69%
CCitigroup Inc.4.03%0.34%3.69%
VZVerizon Communic3.22%0.30%2.92%
CVSCvs Corp2.96%0.21%2.75%
CMCSAComcast Corp-class A Cmcsa2.64%0.13%2.51%

98.3% of SPVU 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.

SPVUVOO

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Frequently Asked Questions

Which is cheaper, SPVU or VOO?

SPVU has an expense ratio of 0.13% while VOO charges 0.03%. VOO is the cheaper option, by $10 a year on a $10,000 investment.

Which is riskier, SPVU or VOO?

SPVU has been the more volatile fund at 20.1% annualized versus 14.9% for VOO. Worst drawdown: SPVU -51.7% vs VOO -34.3%.

Should I hold both SPVU and VOO?

SPVU and VOO have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between SPVU and VOO?

98.3% of SPVU's money is in holdings VOO also owns. 10.9% of VOO's is in holdings SPVU also owns. They hold 91 positions in common, counted across the 100 positions we hold weights for in SPVU and 494 in VOO.

Which pays a higher dividend, SPVU or VOO?

SPVU yields 2.46% while VOO yields 1.04%, so SPVU currently pays the higher dividend yield.

Is VOO better than SPVU?

VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 41.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.