SMCO vs VOO
SMCO vs VOO
Hilton Small-MidCap Opportunity 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 505 holdings.
Side-by-Side Comparison
| Metric | SMCO | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.03% | |
| AUM | $142M | $979.0B | |
| Dividend Yield | 0.87% | 1.09% | |
| Holdings | 64 | 509 | |
| YTD Return | +11.95% | +13.11% | |
| 1Y Return | +18.25% | +22.88% | |
| 3Y Return (annualized) | - | +21.08% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 15.9% | 14.1% | |
| Max Drawdown | -22.7% | -34.3% | |
| Fund Family | Hilton Capital Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 28, 2023 | Sep 7, 2010 |
SMCO vs VOO Performance
Hilton Small-MidCap Opportunity ETF (SMCO) is a ETF from Hilton Capital Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SMCO returned +18.25% while VOO returned +22.88%. Year to date, SMCO is up 11.95% versus a gain of 13.11% for VOO.
Risk: Volatility and Drawdowns
SMCO has been the more volatile fund, with annualized monthly volatility of 15.9% 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 -22.7% for SMCO 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SMCO charges 0.55% per year while VOO charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, SMCO currently yields 0.87% against 1.09% for VOO.
Holdings Overlap
SMCO and VOO share 14 holdings out of 554 unique holdings combined, representing a 0.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SMCO | Weight in VOO | Difference |
|---|---|---|---|
| CIEN | 2.55% | 0.11% | 2.44% |
| TDY | 2.25% | 0.05% | 2.20% |
| WST | 2.18% | 0.04% | 2.14% |
| EQT | Pro | Pro | Pro |
| AKAM | Pro | Pro | Pro |
| EME | Pro | Pro | Pro |
| STE | Pro | Pro | Pro |
| JKHY | Pro | Pro | Pro |
| J | Pro | Pro | Pro |
| LYV | Pro | Pro | Pro |
See all 10 holdings SMCO shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, SMCO or VOO?
SMCO has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, SMCO or VOO?
Over the past year SMCO returned +18.25% vs +22.88% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), SMCO annualized +17.50% vs +13.54% for VOO. Past performance does not guarantee future results.
Which is riskier, SMCO or VOO?
SMCO has been the more volatile fund at 15.9% annualized versus 14.1% for VOO. Worst drawdown: SMCO -22.7% vs VOO -34.3%.
Should I hold both SMCO and VOO?
SMCO and VOO have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SMCO and VOO?
SMCO and VOO share 14 common holdings with a 0.6% weight overlap. Combined, they hold 554 unique securities.
Which pays a higher dividend, SMCO or VOO?
SMCO yields 0.87% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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