SMCP vs VOO
SMCP vs VOO
SMART Mid Cap 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 | SMCP | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.03% | |
| AUM | $4M | $979.0B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 103 | 509 | |
| YTD Return | +4.50% | +13.11% | |
| 1Y Return | +4.50% | +22.88% | |
| 3Y Return (annualized) | -1.24% | +21.08% | |
| 5Y Return (annualized) | -2.67% | +13.26% | |
| Volatility (annualized) | 21.0% | 14.1% | |
| Max Drawdown | -43.8% | -34.3% | |
| Fund Family | SMART Wealth, LLC | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 11, 2026 | Sep 7, 2010 |
SMCP vs VOO Performance
SMART Mid Cap ETF (SMCP) is a ETF from SMART Wealth, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SMCP returned +4.50% while VOO returned +22.88%. Year to date, SMCP is up 4.50% versus a gain of 13.11% for VOO.
Over three years, SMCP compounded at -1.24% per year against +21.08% for VOO; over five years the annualized figures are -2.67% and +13.26% respectively. Across the full 11-year window we track, VOO has the edge at +13.54% annualized vs +0.61%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SMCP has been the more volatile fund, with annualized monthly volatility of 21.0% 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 -43.8% for SMCP 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SMCP charges 0.79% per year while VOO charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, SMCP currently yields 0.00% against 1.09% for VOO.
Holdings Overlap
SMCP and VOO share 0 holdings out of 537 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, SMCP or VOO?
SMCP has an expense ratio of 0.79% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, SMCP or VOO?
Over the past year SMCP returned +4.50% vs +22.88% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (11 years), SMCP annualized +0.61% vs +13.54% for VOO. Past performance does not guarantee future results.
Which is riskier, SMCP or VOO?
SMCP has been the more volatile fund at 21.0% annualized versus 14.1% for VOO. Worst drawdown: SMCP -43.8% vs VOO -34.3%.
Should I hold both SMCP and VOO?
SMCP and VOO have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SMCP and VOO?
SMCP and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 537 unique securities.
Which pays a higher dividend, SMCP or VOO?
SMCP yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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