SRHQ vs VOO
SRH US Quality GARP ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. SRHQ delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | SRHQ | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $224M | $997.4B | |
| Dividend Yield | 0.69% | 1.08% | |
| Holdings | 80 | 509 | |
| YTD Return | +26.14% | +12.68% | |
| 1Y Return | +33.57% | +21.87% | |
| 3Y Return (annualized) | +20.62% | +22.06% | |
| 5Y Return (annualized) | - | +12.95% | |
| Volatility (annualized) | 13.5% | 14.1% | |
| Max Drawdown | -18.5% | -34.3% | |
| Fund Family | SRH Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 4, 2022 | Sep 7, 2010 |
SRHQ vs VOO Performance
SRH US Quality GARP ETF (SRHQ) is a ETF from SRH Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SRHQ returned +33.57% while VOO returned +21.87%. Year to date, SRHQ is up 26.14% versus a gain of 12.68% for VOO.
Over three years, SRHQ compounded at +20.62% per year against +22.06% for VOO. Across the full 4-year window we track, SRHQ has the edge at +19.71% annualized vs +13.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.5% for SRHQ. 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 -18.5% for SRHQ 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SRHQ charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, SRHQ currently yields 0.69% against 1.08% for VOO.
Holdings Overlap
SRHQ and VOO share 38 holdings out of 548 unique holdings combined, representing a 3.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SRHQ or VOO?
SRHQ has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, SRHQ or VOO?
Over the past year SRHQ returned +33.57% vs +21.87% for VOO, so SRHQ leads on 1-year performance. Over the longest common window we track (4 years), SRHQ annualized +19.71% vs +13.47% for VOO. Past performance does not guarantee future results.
Which is riskier, SRHQ or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.5% for SRHQ. Worst drawdown: SRHQ -18.5% vs VOO -34.3%.
Should I hold both SRHQ and VOO?
SRHQ and VOO have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SRHQ and VOO?
SRHQ and VOO share 38 common holdings with a 3.3% weight overlap. Combined, they hold 548 unique securities.
Which pays a higher dividend, SRHQ or VOO?
SRHQ yields 0.69% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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