SCIO vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricSCIOVOOWinner
Expense Ratio0.70%0.03%
AUM$498M$979.0B
Dividend Yield6.03%1.09%
Holdings252509
YTD Return+2.02%+11.51%
1Y Return+4.13%+21.46%
3Y Return (annualized)-+20.86%
5Y Return (annualized)-+13.01%
Volatility (annualized)2.5%14.1%
Max Drawdown-1.7%-34.3%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionFeb 27, 2024Sep 7, 2010

SCIO vs VOO Performance

First Trust Structured Credit Income Opportunities ETF (SCIO) is a ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SCIO returned +4.13% while VOO returned +21.46%. Year to date, SCIO is up 2.02% versus a gain of 11.51% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 2.5% for SCIO. 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 -1.7% for SCIO 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 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCIO charges 0.70% per year while VOO charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, SCIO currently yields 6.03% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

SCIO and VOO share 0 holdings out of 543 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, SCIO or VOO?

SCIO has an expense ratio of 0.70% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

Which performed better, SCIO or VOO?

Over the past year SCIO returned +4.13% vs +21.46% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), SCIO annualized +7.40% vs +13.44% for VOO. Past performance does not guarantee future results.

Which is riskier, SCIO or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 2.5% for SCIO. Worst drawdown: SCIO -1.7% vs VOO -34.3%.

Should I hold both SCIO and VOO?

SCIO and VOO have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCIO and VOO?

SCIO and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 543 unique securities.

Which pays a higher dividend, SCIO or VOO?

SCIO yields 6.03% while VOO yields 1.09%, so SCIO currently pays the higher dividend yield.

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