SDSI 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

MetricSDSIVOOWinner
Expense Ratio0.32%0.03%
AUM$245M$979.0B
Dividend Yield4.78%1.09%
Holdings400509
YTD Return+1.57%+9.95%
1Y Return+4.49%+19.58%
3Y Return (annualized)+5.83%+19.43%
5Y Return (annualized)-+12.89%
Volatility (annualized)1.9%14.2%
Max Drawdown-1.3%-34.3%
Fund FamilyAmerican Century InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionOct 11, 2022Sep 7, 2010

SDSI vs VOO Performance

American Century Short Duration Strategic Income ETF (SDSI) is a ETF from American Century Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SDSI returned +4.49% while VOO returned +19.58%. Year to date, SDSI is up 1.57% versus a gain of 9.95% for VOO.

Over three years, SDSI compounded at +5.83% per year against +19.43% for VOO. Across the full 4-year window we track, VOO has the edge at +13.35% annualized vs +5.63%. 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 1.9% for SDSI. 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 -1.3% for SDSI 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SDSI charges 0.32% per year while VOO charges 0.03%. On a $10,000 position that is $32 vs $3 annually, a gap of $29 per year that compounds over a long holding period. On income, SDSI currently yields 4.78% against 1.09% for VOO.

Holdings Overlap

0.3%overlap

SDSI and VOO share 1 holdings out of 646 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SDSIWeight in VOODifference
C0.33%0.36%0.03%

Frequently Asked Questions

Which is cheaper, SDSI or VOO?

SDSI has an expense ratio of 0.32% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $29 per year of difference.

Which performed better, SDSI or VOO?

Over the past year SDSI returned +4.49% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), SDSI annualized +5.63% vs +13.35% for VOO. Past performance does not guarantee future results.

Which is riskier, SDSI or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 1.9% for SDSI. Worst drawdown: SDSI -1.3% vs VOO -34.3%.

Should I hold both SDSI and VOO?

SDSI and VOO have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SDSI and VOO?

SDSI and VOO share 1 common holdings with a 0.3% weight overlap. Combined, they hold 646 unique securities.

Which pays a higher dividend, SDSI or VOO?

SDSI yields 4.78% while VOO yields 1.09%, so SDSI currently pays the higher dividend yield.

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