SRHR vs VOO
SRH REIT Covered Call ETF vs Vanguard S&P 500 ETF
Which is better, SRHR or VOO?
Option Writing against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 56.3%.
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 | SRHR | VOO |
|---|---|---|
| Expense Ratio | 0.75% | 0.03%Best |
| AUM | $52M | $997.4B |
| Dividend Yield | 6.36% | 1.04% |
| Holdings | 38 | 509 |
| YTD Return | +9.61% | +13.31%Best |
| 1Y Return | +6.97% | +17.07%Best |
| 3Y Return (annualized) | +9.68% | +22.72%Best |
| 5Y Return (annualized) | - | +13.19% |
| Volatility (annualized) | 13.1% | 11.7%Best |
| Max Drawdown | -18.7%Tie | -18.7%Tie |
| $10,000 over 2.9 years | $13,073 | $18,560Best |
| Top 10 Weight | 56.3% | 37.6%Best |
| Fund Family | SRH Funds | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Option Writing | Large Cap Blend |
| Inception | Nov 1, 2023 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 2, 2023 to Sep 23, 2026 (2.9 years).
SRHR 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 2.9 years both funds cover.
SRHR vs VOO Performance
SRH REIT Covered Call ETF (SRHR) is an ETF from SRH Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SRHR returned +6.97% while VOO returned +17.07%. Year to date, SRHR is up 9.61% versus a gain of 13.31% for VOO.
Over three years, SRHR compounded at +9.68% per year against +22.72% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SRHR has been the more volatile fund, with annualized monthly volatility of 13.1% compared with 11.7% 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 -18.7% for SRHR and -18.7% 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 0.58. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SRHR charges 0.75% per year while VOO charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, SRHR currently yields 6.36% against 1.04% for VOO.
Holdings Overlap
29.4% of SRHR's money is in holdings VOO also owns. 0.2% of VOO's money is in holdings SRHR also owns.
SRHR and VOO share little of their money.
7 positions in common, counted across the 26 positions we hold weights for in SRHR and 494 in VOO, against full books of 38 and 509.
What only one of them owns
Our book lists 480 positions for VOO that do not appear in our book for SRHR (98.9% of the fund), and 19 for SRHR that do not appear in VOO (70.9%).
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 SRHR | Weight in VOO | Difference |
|---|---|---|---|
| ORealty Income Corp. | 6.73% | 0.09% | 6.64% |
| DOCHealthpeak Properties Inc | 5.81% | 0.02% | 5.79% |
| HSTHost Hotels & Resorts Inc | 4.39% | 0.02% | 4.37% |
| INVHInvitation Homes Inc. Reit | 3.63% | 0.03% | 3.60% |
| AREAlexandria Real Estate Equities Inc. | 3.54% | 0.01% | 3.53% |
| EXRExtra Space Storage Inc. | 3.29% | 0.05% | 3.24% |
| MAAMid-america Apartment | 1.97% | 0.02% | 1.95% |
29.4% of SRHR 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, SRHR or VOO?
SRHR has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option, by $72 a year on a $10,000 investment.
Which performed better, SRHR or VOO?
Over the past year SRHR returned +6.97% vs +17.07% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SRHR or VOO?
SRHR has been the more volatile fund at 13.1% annualized versus 11.7% for VOO. Worst drawdown: SRHR -18.7% vs VOO -18.7%.
Should I hold both SRHR and VOO?
SRHR and VOO have a monthly-return correlation of 0.58, 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 SRHR and VOO?
29.4% of SRHR's money is in holdings VOO also owns. 0.2% of VOO's is in holdings SRHR also owns. They hold 7 positions in common, counted across the 26 positions we hold weights for in SRHR and 494 in VOO.
Which pays a higher dividend, SRHR or VOO?
SRHR yields 6.36% while VOO yields 1.04%, so SRHR currently pays the higher dividend yield.
Is VOO better than SRHR?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 56.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.