SVOL vs VOO
Simplify Volatility Premium ETF vs Vanguard S&P 500 ETF
Which is better, SVOL or VOO?
VOO has been ahead.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.
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 | SVOL | VOO |
|---|---|---|
| Expense Ratio | 0.66% | 0.03%Best |
| AUM | $530M | $997.4B |
| Dividend Yield | 21.08% | 1.04% |
| Holdings | 38 | 509 |
| YTD Return | +11.05% | +13.31%Best |
| 1Y Return | +14.82% | +17.07%Best |
| 3Y Return (annualized) | +8.49% | +22.72%Best |
| 5Y Return (annualized) | +8.31% | +13.19%Best |
| Volatility (annualized) | 13.5%Best | 15.4% |
| Max Drawdown | -33.5% | -24.5%Best |
| $10,000 over 5 years | $14,905 | $18,580Best |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 12, 2021 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 13, 2021 to Sep 23, 2026 (5.4 years).
SVOL 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 5.4 years both funds cover.
SVOL vs VOO Performance
Simplify Volatility Premium ETF (SVOL) is an ETF from Simplify Exchange Traded Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SVOL returned +14.82% while VOO returned +17.07%. Year to date, SVOL is up 11.05% versus a gain of 13.31% for VOO.
Over three years, SVOL compounded at +8.49% per year against +22.72% for VOO; over five years the annualized figures are +8.31% and +13.19% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 13.5% for SVOL. 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 -33.5% for SVOL and -24.5% 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SVOL charges 0.66% per year while VOO charges 0.03%. On a $10,000 position that is $66 vs $3 annually, a gap of $63 per year that compounds over a long holding period. On income, SVOL currently yields 21.08% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 10 holdings in SVOL and 494 in VOO, totalling 48.7% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 10 positions we hold weights for in SVOL and 494 in VOO, against full books of 38 and 509.
You are not choosing between two funds in isolation.
Whichever of SVOL and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SVOL or VOO?
SVOL has an expense ratio of 0.66% while VOO charges 0.03%. VOO is the cheaper option, by $63 a year on a $10,000 investment.
Which performed better, SVOL or VOO?
Over the past year SVOL returned +14.82% vs +17.07% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SVOL or VOO?
VOO has been the more volatile fund at 15.4% annualized versus 13.5% for SVOL. Worst drawdown: SVOL -33.5% vs VOO -24.5%.
Should I hold both SVOL and VOO?
SVOL and VOO have a monthly-return correlation of 0.74, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SVOL or VOO?
SVOL yields 21.08% while VOO yields 1.04%, so SVOL currently pays the higher dividend yield.
Is VOO better than SVOL?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.