SRLN vs VOO
State Street Blackstone Senior Loan ETF vs Vanguard S&P 500 ETF
Which is better, SRLN or VOO?
Bank Loan against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.
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 | SRLN | VOO |
|---|---|---|
| Expense Ratio | 0.70% | 0.03%Best |
| AUM | $5.5B | $997.4B |
| Dividend Yield | 7.38% | 1.04% |
| Holdings | 729 | 509 |
| YTD Return | +3.09% | +12.37%Best |
| 1Y Return | +4.98% | +16.61%Best |
| 3Y Return (annualized) | +7.13% | +21.37%Best |
| 5Y Return (annualized) | +4.93% | +13.49%Best |
| Volatility (annualized) | 5.2%Best | 14.4% |
| Max Drawdown | -28.4%Best | -34.3% |
| $10,000 over 5 years | $12,720 | $18,827Best |
| Fund Family | State Street Investment Management | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Bank Loan | Large Cap Blend |
| Inception | Apr 3, 2013 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Apr 4, 2013 to Sep 18, 2026 (13.5 years).
SRLN 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
SRLN vs VOO Performance
State Street Blackstone Senior Loan ETF (SRLN) is an ETF from State Street Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SRLN returned +4.98% while VOO returned +16.61%. Year to date, SRLN is up 3.09% versus a gain of 12.37% for VOO.
Over three years, SRLN compounded at +7.13% per year against +21.37% for VOO; over five years the annualized figures are +4.93% and +13.49% respectively. Across the full 14-year window we track, VOO has the edge at +13.22% annualized vs +1.35%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.4% compared with 5.2% for SRLN. 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 -28.4% for SRLN 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 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SRLN charges 0.70% per year while VOO charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, SRLN currently yields 7.38% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 2 holdings in SRLN and 494 in VOO, totalling 0.5% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in SRLN and 494 in VOO, against full books of 729 and 509.
You are not choosing between two funds in isolation.
Whichever of SRLN and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SRLN or VOO?
SRLN has an expense ratio of 0.70% while VOO charges 0.03%. VOO is the cheaper option, by $67 a year on a $10,000 investment.
Which performed better, SRLN or VOO?
Over the past year SRLN returned +4.98% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (14 years), SRLN annualized +1.35% vs +13.22% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SRLN or VOO?
VOO has been the more volatile fund at 14.4% annualized versus 5.2% for SRLN. Worst drawdown: SRLN -28.4% vs VOO -34.3%.
Should I hold both SRLN and VOO?
SRLN and VOO have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SRLN or VOO?
SRLN yields 7.38% while VOO yields 1.04%, so SRLN currently pays the higher dividend yield.
Is VOO better than SRLN?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.