SYLD vs VOO
Cambria Shareholder Yield ETF vs Vanguard S&P 500 ETF
Which is better, SYLD or VOO?
Mid Cap Value against Large Cap Blend.
VOO has a lower expense ratio. SYLD led over 1Y, VOO over 3Y, 5Y and the full window. SYLD is less concentrated, with 14.8% of the fund in its ten largest positions against 37.6%.
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 | SYLD | VOO |
|---|---|---|
| Expense Ratio | 0.59% | 0.03%Best |
| AUM | $1.0B | $997.4B |
| Dividend Yield | 1.69% | 1.04% |
| Holdings | 100 | 509 |
| YTD Return | +21.38%Best | +11.98% |
| 1Y Return | +24.86%Best | +16.45% |
| 3Y Return (annualized) | +12.78% | +21.19%Best |
| 5Y Return (annualized) | +9.63% | +12.95%Best |
| Volatility (annualized) | 19.8% | 14.4%Best |
| Max Drawdown | -45.4% | -34.3%Best |
| $10,000 over 5 years | $15,836 | $18,384Best |
| Top 10 Weight | 14.8%Best | 37.6% |
| Fund Family | Cambria Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | May 13, 2013 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: May 14, 2013 to Sep 14, 2026 (13.3 years).
SYLD 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 13.3 years both funds cover.
SYLD vs VOO Performance
Cambria Shareholder Yield ETF (SYLD) is an ETF from Cambria Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SYLD returned +24.86% while VOO returned +16.45%. Year to date, SYLD is up 21.38% versus a gain of 11.98% for VOO.
Over three years, SYLD compounded at +12.78% per year against +21.19% for VOO; over five years the annualized figures are +9.63% and +12.95% respectively. Across the full 13-year window we track, VOO has the edge at +12.82% annualized vs +12.43%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SYLD has been the more volatile fund, with annualized monthly volatility of 19.8% compared with 14.4% 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 -45.4% for SYLD and -34.3% 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SYLD charges 0.59% per year while VOO charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, SYLD currently yields 1.69% against 1.04% for VOO.
Holdings Overlap
38.6% of SYLD's money is in holdings VOO also owns. 4.2% of VOO's money is in holdings SYLD also owns.
The two portfolios partly overlap.
38 positions in common, counted across the 99 positions we hold weights for in SYLD and 494 in VOO, against full books of 100 and 509.
What only one of them owns
Our book lists 449 positions for VOO that do not appear in our book for SYLD (95.0% of the fund), and 60 for SYLD that do not appear in VOO (60.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in SYLD | Weight in VOO | Difference |
|---|---|---|---|
| XOMExxon Mobil Corp. | 1.08% | 1.00% | 0.08% |
| MPCMarathon Petroleum Corp | 1.39% | 0.14% | 1.25% |
| VLOValero Energy | 1.36% | 0.14% | 1.22% |
| NEMNewmont Corp Common | 1.22% | 0.16% | 1.06% |
| COPConocophillips Common Stock USD 0.01 | 1.13% | 0.23% | 0.90% |
| VZVerizon Communic | 1.00% | 0.30% | 0.70% |
| PFEPfizer Inc | 1.06% | 0.22% | 0.84% |
| FOXAFox Corp. Class A | 1.23% | 0.02% | 1.21% |
| APAApa Corp | 1.19% | 0.02% | 1.17% |
| CMCSAComcast Corp-class A Cmcsa | 1.08% | 0.13% | 0.95% |
38.6% of SYLD is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, SYLD or VOO?
SYLD has an expense ratio of 0.59% while VOO charges 0.03%. VOO is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, SYLD or VOO?
Over the past year SYLD returned +24.86% vs +16.45% for VOO, so SYLD leads on 1-year performance. Over the longest common window we track (13 years), SYLD annualized +12.43% vs +12.82% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SYLD or VOO?
SYLD has been the more volatile fund at 19.8% annualized versus 14.4% for VOO. Worst drawdown: SYLD -45.4% vs VOO -34.3%.
Should I hold both SYLD and VOO?
SYLD and VOO have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SYLD and VOO?
38.6% of SYLD's money is in holdings VOO also owns. 4.2% of VOO's is in holdings SYLD also owns. They hold 38 positions in common, counted across the 99 positions we hold weights for in SYLD and 494 in VOO.
Which pays a higher dividend, SYLD or VOO?
SYLD yields 1.69% while VOO yields 1.04%, so SYLD currently pays the higher dividend yield.
Is VOO better than SYLD?
VOO has a lower expense ratio. SYLD led over 1Y, VOO over 3Y, 5Y and the full window. SYLD is less concentrated, with 14.8% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.