VOO vs WSMD
Vanguard S&P 500 ETF vs Wasatch Small/Mid Cap ETF
Which is better, VOO or WSMD?
Large Cap Blend against Mid Cap Blend.
VOO has a lower expense ratio. WSMD is less concentrated, with 19.1% of the fund in its ten largest positions against 37.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | VOO | WSMD |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.75% |
| AUM | $1.0T | $12M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 506 | 184 |
| YTD Return | +13.57%Best | -4.50% |
| 1Y Return | +17.55% | - |
| 3Y Return (annualized) | +22.46% | - |
| 5Y Return (annualized) | +13.28% | - |
| Top 10 Weight | 37.9% | 19.1%Best |
| Fund Family | Vanguard (US) | Wasatch Global Investors |
| Category | Equity | Equity |
| Style | Large Cap Blend | Mid Cap Blend |
| Inception | Sep 7, 2010 | Jul 29, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
VOO vs WSMD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
VOO vs WSMD Performance
Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and Wasatch Small/Mid Cap ETF (WSMD) is an ETF from Wasatch Global Investors. Year to date, VOO is up 13.57% versus a loss of 4.50% for WSMD.
Past performance does not guarantee future results.
Fees and Cost Over Time
VOO charges 0.03% per year while WSMD charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, VOO currently yields 1.06% against 0.00% for WSMD.
Holdings Overlap
0.6% of VOO's money is in holdings WSMD also owns. 12.2% of WSMD's money is in holdings VOO also owns.
WSMD and VOO share little of their money.
10 positions in common, counted across the 504 positions we hold weights for in VOO and 90 in WSMD, against full books of 506 and 184.
What only one of them owns
Our book lists 78 positions for WSMD that do not appear in our book for VOO (85.0% of the fund), and 489 for VOO that do not appear in WSMD (99.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in VOO | Weight in WSMD | Difference |
|---|---|---|---|
| WSTWest Pharmaceutical Services Inc | 0.04% | 1.83% | 1.79% |
| ISRGIntuitive Surgical Inc. | 0.20% | 1.39% | 1.19% |
| AMEAmetek Inc | 0.08% | 1.25% | 1.17% |
| HSTHost Hotels & Resorts Inc | 0.02% | 1.30% | 1.28% |
| MPWRMonolithic Power Systems Inc | 0.09% | 1.20% | 1.11% |
| UHSUniversal Health Services Inc. | 0.01% | 1.20% | 1.19% |
| TYLTyler Technologies Inc | 0.02% | 1.13% | 1.11% |
| VTRSViatris | 0.03% | 1.09% | 1.06% |
| NDAQNasdaq Inc. | 0.07% | 0.89% | 0.82% |
| SWKStanley Black Decker Inc. | 0.02% | 0.89% | 0.87% |
You are not choosing between two funds in isolation.
Whichever of VOO and WSMD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VOO or WSMD?
VOO has an expense ratio of 0.03% while WSMD charges 0.75%. VOO is the cheaper option, by $72 a year on a $10,000 investment.
What is the holdings overlap between VOO and WSMD?
12.2% of WSMD's money is in holdings VOO also owns. 12.2% of WSMD's is in holdings VOO also owns. They hold 10 positions in common, counted across the 504 positions we hold weights for in VOO and 90 in WSMD.
Which pays a higher dividend, VOO or WSMD?
VOO yields 1.06% while WSMD yields 0.00%, so VOO currently pays the higher dividend yield.
Is WSMD better than VOO?
VOO has a lower expense ratio. WSMD is less concentrated, with 19.1% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.