STEW vs VOO
SRH Total Return Fund vs Vanguard S&P 500 ETF
Which is better, STEW or VOO?
VOO has been ahead.
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 | STEW | VOO |
|---|---|---|
| Expense Ratio | 2.28% | 0.03%Best |
| AUM | $2.3B | $997.4B |
| Dividend Yield | 3.23% | 1.04% |
| Holdings | 24 | 509 |
| YTD Return | -1.05% | +12.67%Best |
| 1Y Return | +1.09% | +16.35%Best |
| 3Y Return (annualized) | +15.12% | +22.92%Best |
| 5Y Return (annualized) | +10.01% | +13.55%Best |
| Volatility (annualized) | 15.1% | 14.1%Best |
| Max Drawdown | -35.3% | -34.3%Best |
| $10,000 over 5 years | $16,112 | $18,877Best |
| Fund Family | Paralel Advisors LLC | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 31, 2002 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 28, 2026 (16.1 years).
STEW 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 16.1 years both funds cover.
STEW vs VOO Performance
SRH Total Return Fund (STEW) is an ETF from Paralel Advisors LLC and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year STEW returned +1.09% while VOO returned +16.35%. Year to date, STEW is down 1.05% versus a gain of 12.67% for VOO.
Over three years, STEW compounded at +15.12% per year against +22.92% for VOO; over five years the annualized figures are +10.01% and +13.55% respectively. Across the full 16-year window we track, VOO has the edge at +13.38% annualized vs +8.38%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
STEW has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.1% 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 -35.3% for STEW 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
STEW charges 2.28% per year while VOO charges 0.03%. On a $10,000 position that is $228 vs $3 annually, a gap of $225 per year that compounds over a long holding period. On income, STEW currently yields 3.23% against 1.04% for VOO.
Holdings Overlap
At least 10.9% of VOO's money is in holdings STEW also owns.
Stated as a floor: for STEW, our book for it covers 93.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VOO and STEW share little of their money.
11 positions in common, counted across the 22 positions we hold weights for in STEW and 494 in VOO, against full books of 24 and 509.
Top Shared Holdings
| Stock | Weight in STEW | Weight in VOO | Difference |
|---|---|---|---|
| JPMJpmorgan Chase | 14.29% | 1.46% | 12.83% |
| MSFTMicrosoft Corp | 2.02% | 5.36% | 3.34% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 5.07% | 1.46% | 3.61% |
| CSCOCisco Systems Inc. - Ordinary Shares | 4.58% | 0.71% | 3.87% |
| CATCaterpillar, Inc. | 3.22% | 0.58% | 2.64% |
| SCHWSchwab Strategic T | 3.12% | 0.27% | 2.85% |
| TRVThe Travelers Cos, Inc. | 3.25% | 0.12% | 3.13% |
| EBAYEbay Inc. | 2.93% | 0.08% | 2.85% |
| SWKStanley Black Decker Inc. | 1.98% | 0.02% | 1.96% |
| WMTWalmart, Inc. | 0.70% | 0.76% | 0.06% |
You are not choosing between two funds in isolation.
Whichever of STEW 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, STEW or VOO?
STEW has an expense ratio of 2.28% while VOO charges 0.03%. VOO is the cheaper option, by $225 a year on a $10,000 investment.
Which performed better, STEW or VOO?
Over the past year STEW returned +1.09% vs +16.35% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), STEW annualized +8.38% vs +13.38% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, STEW or VOO?
STEW has been the more volatile fund at 15.1% annualized versus 14.1% for VOO. Worst drawdown: STEW -35.3% vs VOO -34.3%.
Should I hold both STEW and VOO?
STEW 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 STEW and VOO?
At least 10.9% of VOO's money is in holdings STEW also owns. Our book for STEW is partial, so the real figure is this or higher. They hold 11 positions in common, counted across the 22 positions we hold weights for in STEW and 494 in VOO.
Which pays a higher dividend, STEW or VOO?
STEW yields 3.23% while VOO yields 1.04%, so STEW currently pays the higher dividend yield.
Is VOO better than STEW?
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.