SWP vs VOO
SWP Growth & Income 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 509 holdings.
Side-by-Side Comparison
| Metric | SWP | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.03% | |
| AUM | $155M | $997.4B | |
| Dividend Yield | 8.65% | 1.08% | |
| Holdings | 75 | 509 | |
| YTD Return | +8.37% | +13.20% | |
| 1Y Return | +17.20% | +21.62% | |
| 3Y Return (annualized) | - | +22.16% | |
| 5Y Return (annualized) | - | +13.42% | |
| Volatility (annualized) | 11.9% | 14.1% | |
| Max Drawdown | -15.7% | -34.3% | |
| Fund Family | GammaRoad | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 24, 2024 | Sep 7, 2010 |
SWP vs VOO Performance
SWP Growth & Income ETF (SWP) is a ETF from GammaRoad and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SWP returned +17.20% while VOO returned +21.62%. Year to date, SWP is up 8.37% versus a gain of 13.20% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 11.9% for SWP. 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 -15.7% for SWP 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SWP charges 0.99% per year while VOO charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, SWP currently yields 8.65% against 1.08% for VOO.
Holdings Overlap
SWP and VOO share 36 holdings out of 514 unique holdings combined, representing a 28.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SWP or VOO?
SWP has an expense ratio of 0.99% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, SWP or VOO?
Over the past year SWP returned +17.20% vs +21.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), SWP annualized +15.65% vs +13.51% for VOO. Past performance does not guarantee future results.
Which is riskier, SWP or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 11.9% for SWP. Worst drawdown: SWP -15.7% vs VOO -34.3%.
Should I hold both SWP and VOO?
SWP and VOO have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between SWP and VOO?
SWP and VOO share 36 common holdings with a 28.6% weight overlap. Combined, they hold 514 unique securities.
Which pays a higher dividend, SWP or VOO?
SWP yields 8.65% while VOO yields 1.08%, so SWP currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.