SVAL vs VOO
iShares US Small Cap Value Factor ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. SVAL delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | SVAL | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.03% | |
| AUM | $211M | $997.4B | |
| Dividend Yield | 2.05% | 1.08% | |
| Holdings | 262 | 509 | |
| YTD Return | +27.40% | +12.95% | |
| 1Y Return | +37.14% | +20.69% | |
| 3Y Return (annualized) | +19.04% | +22.09% | |
| 5Y Return (annualized) | +10.41% | +13.40% | |
| Volatility (annualized) | 22.0% | 14.1% | |
| Max Drawdown | -27.4% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 27, 2020 | Sep 7, 2010 |
SVAL vs VOO Performance
iShares US Small Cap Value Factor ETF (SVAL) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SVAL returned +37.14% while VOO returned +20.69%. Year to date, SVAL is up 27.40% versus a gain of 12.95% for VOO.
Over three years, SVAL compounded at +19.04% per year against +22.09% for VOO; over five years the annualized figures are +10.41% and +13.40% respectively. Across the full 6-year window we track, SVAL has the edge at +17.49% annualized vs +13.50%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SVAL has been the more volatile fund, with annualized monthly volatility of 22.0% 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 -27.4% for SVAL 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SVAL charges 0.20% per year while VOO charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, SVAL currently yields 2.05% against 1.08% for VOO.
Holdings Overlap
SVAL and VOO share 0 holdings out of 748 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SVAL or VOO?
SVAL has an expense ratio of 0.20% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, SVAL or VOO?
Over the past year SVAL returned +37.14% vs +20.69% for VOO, so SVAL leads on 1-year performance. Over the longest common window we track (6 years), SVAL annualized +17.49% vs +13.50% for VOO. Past performance does not guarantee future results.
Which is riskier, SVAL or VOO?
SVAL has been the more volatile fund at 22.0% annualized versus 14.1% for VOO. Worst drawdown: SVAL -27.4% vs VOO -34.3%.
Should I hold both SVAL and VOO?
SVAL and VOO have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SVAL and VOO?
SVAL and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 748 unique securities.
Which pays a higher dividend, SVAL or VOO?
SVAL yields 2.05% while VOO yields 1.08%, so SVAL currently pays the higher dividend yield.
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