STRN vs VOO
SMART Trend 25 ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. STRN delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | STRN | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $28M | $997.4B | |
| Dividend Yield | 0.16% | 1.08% | |
| Holdings | 26 | 509 | |
| YTD Return | +22.37% | +14.48% | |
| 1Y Return | +36.75% | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.36% | |
| Volatility (annualized) | 28.2% | 14.2% | |
| Max Drawdown | -15.4% | -34.3% | |
| Fund Family | SMART Wealth, LLC | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 20, 2025 | Sep 7, 2010 |
STRN vs VOO Performance
SMART Trend 25 ETF (STRN) is a ETF from SMART Wealth, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year STRN returned +36.75% while VOO returned +22.02%. Year to date, STRN is up 22.37% versus a gain of 14.48% for VOO.
Risk: Volatility and Drawdowns
STRN has been the more volatile fund, with annualized monthly volatility of 28.2% compared with 14.2% 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 -15.4% for STRN 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
STRN charges 0.59% per year while VOO charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, STRN currently yields 0.16% against 1.08% for VOO.
Holdings Overlap
STRN and VOO share 22 holdings out of 508 unique holdings combined, representing a 17.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, STRN or VOO?
STRN has an expense ratio of 0.59% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, STRN or VOO?
Over the past year STRN returned +36.75% vs +22.02% for VOO, so STRN leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, STRN or VOO?
STRN has been the more volatile fund at 28.2% annualized versus 14.2% for VOO. Worst drawdown: STRN -15.4% vs VOO -34.3%.
Should I hold both STRN and VOO?
STRN and VOO have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between STRN and VOO?
STRN and VOO share 22 common holdings with a 17.8% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, STRN or VOO?
STRN yields 0.16% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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