SURE vs VOO
AdvisorShares Insider Advantage ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. SURE delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | SURE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.90% | 0.03% | |
| AUM | $58M | $997.4B | |
| Dividend Yield | 0.87% | 1.08% | |
| Holdings | 102 | 509 | |
| YTD Return | +18.67% | +13.73% | |
| 1Y Return | +27.88% | +21.53% | |
| 3Y Return (annualized) | +17.46% | +22.60% | |
| 5Y Return (annualized) | +10.86% | +13.31% | |
| Volatility (annualized) | 15.5% | 14.1% | |
| Max Drawdown | -35.7% | -34.3% | |
| Fund Family | Advisor Shares | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 4, 2011 | Sep 7, 2010 |
SURE vs VOO Performance
AdvisorShares Insider Advantage ETF (SURE) is a ETF from Advisor Shares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SURE returned +27.88% while VOO returned +21.53%. Year to date, SURE is up 18.67% versus a gain of 13.73% for VOO.
Over three years, SURE compounded at +17.46% per year against +22.60% for VOO; over five years the annualized figures are +10.86% and +13.31% respectively. Across the full 15-year window we track, VOO has the edge at +13.55% annualized vs +13.44%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SURE has been the more volatile fund, with annualized monthly volatility of 15.5% 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 -35.7% for SURE 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
SURE charges 0.90% per year while VOO charges 0.03%. On a $10,000 position that is $90 vs $3 annually, a gap of $87 per year that compounds over a long holding period. On income, SURE currently yields 0.87% against 1.08% for VOO.
Holdings Overlap
SURE and VOO share 49 holdings out of 557 unique holdings combined, representing a 13.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SURE or VOO?
SURE has an expense ratio of 0.90% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $87 per year of difference.
Which performed better, SURE or VOO?
Over the past year SURE returned +27.88% vs +21.53% for VOO, so SURE leads on 1-year performance. Over the longest common window we track (15 years), SURE annualized +13.44% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, SURE or VOO?
SURE has been the more volatile fund at 15.5% annualized versus 14.1% for VOO. Worst drawdown: SURE -35.7% vs VOO -34.3%.
Should I hold both SURE and VOO?
SURE 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 SURE and VOO?
SURE and VOO share 49 common holdings with a 13.4% weight overlap. Combined, they hold 557 unique securities.
Which pays a higher dividend, SURE or VOO?
SURE yields 0.87% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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