STK vs VOO
Columbia Seligman Premium Technology Growth Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. STK delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | STK | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.13% | 0.03% | |
| AUM | $831M | $979.0B | |
| Dividend Yield | 3.29% | 1.09% | |
| Holdings | 75 | 509 | |
| YTD Return | +46.11% | +13.72% | |
| 1Y Return | +81.44% | +21.63% | |
| 3Y Return (annualized) | +33.29% | +21.55% | |
| 5Y Return (annualized) | +20.50% | +13.26% | |
| Volatility (annualized) | 22.9% | 14.1% | |
| Max Drawdown | -42.8% | -34.3% | |
| Fund Family | Columbia Threadneedle Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 25, 2009 | Sep 7, 2010 |
STK vs VOO Performance
Columbia Seligman Premium Technology Growth Fund (STK) is a ETF from Columbia Threadneedle Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year STK returned +81.44% while VOO returned +21.63%. Year to date, STK is up 46.11% versus a gain of 13.72% for VOO.
Over three years, STK compounded at +33.29% per year against +21.55% for VOO; over five years the annualized figures are +20.50% and +13.26% respectively. Across the full 16-year window we track, VOO has the edge at +13.56% annualized vs +9.40%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
STK has been the more volatile fund, with annualized monthly volatility of 22.9% 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 -42.8% for STK 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
STK charges 1.13% per year while VOO charges 0.03%. On a $10,000 position that is $113 vs $3 annually, a gap of $110 per year that compounds over a long holding period. On income, STK currently yields 3.29% against 1.09% for VOO.
Holdings Overlap
STK and VOO share 36 holdings out of 528 unique holdings combined, representing a 26.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, STK or VOO?
STK has an expense ratio of 1.13% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $110 per year of difference.
Which performed better, STK or VOO?
Over the past year STK returned +81.44% vs +21.63% for VOO, so STK leads on 1-year performance. Over the longest common window we track (16 years), STK annualized +9.40% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, STK or VOO?
STK has been the more volatile fund at 22.9% annualized versus 14.1% for VOO. Worst drawdown: STK -42.8% vs VOO -34.3%.
Should I hold both STK and VOO?
STK and VOO have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between STK and VOO?
STK and VOO share 36 common holdings with a 26.4% weight overlap. Combined, they hold 528 unique securities.
Which pays a higher dividend, STK or VOO?
STK yields 3.29% while VOO yields 1.09%, so STK currently pays the higher dividend yield.
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