SSPY vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: SSPYMore Diversified: VOO

Side-by-Side Comparison

MetricSSPYVOOWinner
Expense Ratio0.45%0.03%
AUM$130M$979.0B
Dividend Yield1.24%1.09%
Holdings507509
YTD Return+12.55%+9.95%
1Y Return+20.33%+19.58%
3Y Return (annualized)+13.01%+19.43%
5Y Return (annualized)+9.29%+12.89%
Volatility (annualized)17.1%14.2%
Max Drawdown-36.7%-34.3%
Fund FamilySyntax StratifiedVanguard (US)
CategoryEquityEquity
InceptionJan 2, 2019Sep 7, 2010

SSPY vs VOO Performance

Stratified LargeCap Index ETF (SSPY) is a ETF from Syntax Stratified and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SSPY returned +20.33% while VOO returned +19.58%. Year to date, SSPY is up 12.55% versus a gain of 9.95% for VOO.

Over three years, SSPY compounded at +13.01% per year against +19.43% for VOO; over five years the annualized figures are +9.29% and +12.89% respectively. Across the full 8-year window we track, SSPY has the edge at +13.73% annualized vs +13.35%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SSPY has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 14.2% 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 -36.7% for SSPY 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SSPY charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, SSPY currently yields 1.24% against 1.09% for VOO.

Holdings Overlap

44.1%overlap

SSPY and VOO share 488 holdings out of 516 unique holdings combined, representing a 44.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SSPYWeight in VOODifference
NVDA0.17%7.51%7.34%
AAPL0.59%6.59%6.00%
MSFT1.05%4.30%3.25%
AMZNProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
MUProProPro
TSLAProProPro
BRK.BProProPro
See all 10 holdings SSPY shares with VOO
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, SSPY or VOO?

SSPY has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, SSPY or VOO?

Over the past year SSPY returned +20.33% vs +19.58% for VOO, so SSPY leads on 1-year performance. Over the longest common window we track (8 years), SSPY annualized +13.73% vs +13.35% for VOO. Past performance does not guarantee future results.

Which is riskier, SSPY or VOO?

SSPY has been the more volatile fund at 17.1% annualized versus 14.2% for VOO. Worst drawdown: SSPY -36.7% vs VOO -34.3%.

Should I hold both SSPY and VOO?

SSPY and VOO have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between SSPY and VOO?

SSPY and VOO share 488 common holdings with a 44.1% weight overlap. Combined, they hold 516 unique securities.

Which pays a higher dividend, SSPY or VOO?

SSPY yields 1.24% while VOO yields 1.09%, so SSPY currently pays the higher dividend yield.

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