SZNE vs VOO
Pacer CFRA-Stovall Equal Weight Seasonal Rotation 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 | SZNE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.03% | |
| AUM | $13M | $997.4B | |
| Dividend Yield | 1.31% | 1.08% | |
| Holdings | 230 | 509 | |
| YTD Return | +8.58% | +12.68% | |
| 1Y Return | +15.54% | +21.87% | |
| 3Y Return (annualized) | +3.36% | +22.06% | |
| 5Y Return (annualized) | +1.43% | +12.95% | |
| Volatility (annualized) | 18.9% | 14.1% | |
| Max Drawdown | -40.4% | -34.3% | |
| Fund Family | Pacer ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 23, 2018 | Sep 7, 2010 |
SZNE vs VOO Performance
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE) is a ETF from Pacer ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SZNE returned +15.54% while VOO returned +21.87%. Year to date, SZNE is up 8.58% versus a gain of 12.68% for VOO.
Over three years, SZNE compounded at +3.36% per year against +22.06% for VOO; over five years the annualized figures are +1.43% and +12.95% respectively. Across the full 8-year window we track, VOO has the edge at +13.47% annualized vs +6.37%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SZNE has been the more volatile fund, with annualized monthly volatility of 18.9% 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 -40.4% for SZNE 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SZNE charges 0.60% per year while VOO charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, SZNE currently yields 1.31% against 1.08% for VOO.
Holdings Overlap
SZNE and VOO share 219 holdings out of 510 unique holdings combined, representing a 26.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SZNE or VOO?
SZNE has an expense ratio of 0.60% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, SZNE or VOO?
Over the past year SZNE returned +15.54% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), SZNE annualized +6.37% vs +13.47% for VOO. Past performance does not guarantee future results.
Which is riskier, SZNE or VOO?
SZNE has been the more volatile fund at 18.9% annualized versus 14.1% for VOO. Worst drawdown: SZNE -40.4% vs VOO -34.3%.
Should I hold both SZNE and VOO?
SZNE and VOO have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SZNE and VOO?
SZNE and VOO share 219 common holdings with a 26.1% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, SZNE or VOO?
SZNE yields 1.31% while VOO yields 1.08%, so SZNE currently pays the higher dividend yield.
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