SVOL vs VOO
Simplify Volatility Premium ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SVOL | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.66% | 0.03% | |
| AUM | $523M | $979.0B | |
| Dividend Yield | 22.03% | 1.09% | |
| Holdings | 32 | 509 | |
| YTD Return | +4.91% | +14.48% | |
| 1Y Return | +14.11% | +22.02% | |
| 3Y Return (annualized) | +6.86% | +21.80% | |
| 5Y Return (annualized) | +6.96% | +13.36% | |
| Volatility (annualized) | 13.4% | 14.2% | |
| Max Drawdown | -33.5% | -34.3% | |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 12, 2021 | Sep 7, 2010 |
SVOL vs VOO Performance
Simplify Volatility Premium ETF (SVOL) is a ETF from Simplify Exchange Traded Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SVOL returned +14.11% while VOO returned +22.02%. Year to date, SVOL is up 4.91% versus a gain of 14.48% for VOO.
Over three years, SVOL compounded at +6.86% per year against +21.80% for VOO; over five years the annualized figures are +6.96% and +13.36% respectively. Across the full 5-year window we track, VOO has the edge at +13.61% annualized vs +8.44%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 13.4% 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 -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 0.75. 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 22.03% against 1.09% for VOO.
Holdings Overlap
SVOL and VOO share 0 holdings out of 514 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, SVOL or VOO?
SVOL has an expense ratio of 0.66% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $63 per year of difference.
Which performed better, SVOL or VOO?
Over the past year SVOL returned +14.11% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), SVOL annualized +8.44% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, SVOL or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 13.4% for SVOL. Worst drawdown: SVOL -33.5% vs VOO -34.3%.
Should I hold both SVOL and VOO?
SVOL and VOO have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SVOL and VOO?
SVOL and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 514 unique securities.
Which pays a higher dividend, SVOL or VOO?
SVOL yields 22.03% while VOO yields 1.09%, so SVOL currently pays the higher dividend yield.
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