STK vs VOO
Columbia Seligman Premium Technology Growth Fund vs Vanguard S&P 500 ETF
Which is better, STK or VOO?
Large Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. STK led over 1Y, 3Y and 5Y, VOO over the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 41.5%.
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 | STK | VOO |
|---|---|---|
| Expense Ratio | 1.13% | 0.03%Best |
| AUM | $831M | $997.4B |
| Dividend Yield | 3.36% | 1.04% |
| Holdings | 75 | 509 |
| YTD Return | +48.36%Best | +13.21% |
| 1Y Return | +62.36%Best | +17.37% |
| 3Y Return (annualized) | +37.93%Best | +22.66% |
| 5Y Return (annualized) | +20.76%Best | +13.14% |
| Volatility (annualized) | 23.2% | 14.1%Best |
| Max Drawdown | -42.8% | -34.3%Best |
| $10,000 over 5 years | $25,681Best | $18,539 |
| Top 10 Weight | 41.5% | 37.6%Best |
| Fund Family | Columbia Threadneedle Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Nov 25, 2009 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 24, 2026 (16 years).
STK 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 years both funds cover.
STK vs VOO Performance
Columbia Seligman Premium Technology Growth Fund (STK) is an ETF from Columbia Threadneedle Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year STK returned +62.36% while VOO returned +17.37%. Year to date, STK is up 48.36% versus a gain of 13.21% for VOO.
Over three years, STK compounded at +37.93% per year against +22.66% for VOO; over five years the annualized figures are +20.76% and +13.14% respectively. Across the full 16-year window we track, VOO has the edge at +13.42% annualized vs +10.56%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
STK has been the more volatile fund, with annualized monthly volatility of 23.2% 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 what each fund did in the worst stretch of the window measured above.
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 3.36% against 1.04% for VOO.
Holdings Overlap
67.1% of STK's money is in holdings VOO also owns. 39.4% of VOO's money is in holdings STK also owns.
The two portfolios partly overlap.
37 positions in common, counted across the 62 positions we hold weights for in STK and 494 in VOO, against full books of 75 and 509.
What only one of them owns
Our book lists 450 positions for VOO that do not appear in our book for STK (59.7% of the fund), and 21 for STK that do not appear in VOO (24.9%).
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 STK | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 4.79% | 7.55% | 2.76% |
| AAPLApple, Inc | 3.03% | 7.05% | 4.02% |
| MSFTMicrosoft Corp | 3.17% | 5.36% | 2.19% |
| AVGOBroadcom Inc | 5.36% | 2.86% | 2.50% |
| GOOGLAlphabet Inc,class A | 3.90% | 3.24% | 0.66% |
| LRCXLrcx Uw Equity | 5.05% | 0.57% | 4.48% |
| AMZNAmazon.Com Inc | 0.64% | 4.13% | 3.49% |
| GOOGAlphabet Inc | 1.95% | 2.62% | 0.67% |
| WDCWestern Digital Corp Company Guar 11/28 3 | 3.01% | 0.29% | 2.72% |
| VVisa Inc Class A | 2.23% | 0.93% | 1.30% |
67.1% of STK 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, STK or VOO?
STK has an expense ratio of 1.13% while VOO charges 0.03%. VOO is the cheaper option, by $110 a year on a $10,000 investment.
Which performed better, STK or VOO?
Over the past year STK returned +62.36% vs +17.37% for VOO, so STK leads on 1-year performance. Over the longest common window we track (16 years), STK annualized +10.56% vs +13.42% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, STK or VOO?
STK has been the more volatile fund at 23.2% 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 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 STK and VOO?
67.1% of STK's money is in holdings VOO also owns. 39.4% of VOO's is in holdings STK also owns. They hold 37 positions in common, counted across the 62 positions we hold weights for in STK and 494 in VOO.
Which pays a higher dividend, STK or VOO?
STK yields 3.36% while VOO yields 1.04%, so STK currently pays the higher dividend yield.
Is VOO better than STK?
VOO has a lower expense ratio. STK led over 1Y, 3Y and 5Y, VOO over the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.