SRHR vs VOO
SRH REIT Covered Call 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 | SRHR | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $55M | $979.0B | |
| Dividend Yield | 6.35% | 1.09% | |
| Holdings | 34 | 509 | |
| YTD Return | +14.72% | +13.72% | |
| 1Y Return | +16.60% | +21.63% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 13.0% | 14.1% | |
| Max Drawdown | -18.7% | -34.3% | |
| Fund Family | SRH Funds | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Nov 1, 2023 | Sep 7, 2010 |
SRHR vs VOO Performance
SRH REIT Covered Call ETF (SRHR) is a ETF from SRH Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SRHR returned +16.60% while VOO returned +21.63%. Year to date, SRHR is up 14.72% versus a gain of 13.72% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.0% for SRHR. 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 -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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.
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 6.35% against 1.09% for VOO.
Holdings Overlap
SRHR and VOO share 8 holdings out of 522 unique holdings combined, representing a 0.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $72 per year of difference.
Which performed better, SRHR or VOO?
Over the past year SRHR returned +16.60% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), SRHR annualized +11.93% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, SRHR or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.0% for SRHR. Worst drawdown: SRHR -18.7% vs VOO -34.3%.
Should I hold both SRHR and VOO?
SRHR and VOO have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SRHR and VOO?
SRHR and VOO share 8 common holdings with a 0.3% weight overlap. Combined, they hold 522 unique securities.
Which pays a higher dividend, SRHR or VOO?
SRHR yields 6.35% while VOO yields 1.09%, so SRHR currently pays the higher dividend yield.
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