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Vanguard is known for offering low-cost, passively managed ETFs that emphasize broad market exposure and long-term investing. The company operates 175 ETFs across diverse fund families including Index, Bond, Equity, Dividend, Income, International, Factor, and ESG strategies, serving investors with various goals from core portfolio building to specialized income generation. Notable for its scale and popular tickers like VB (total U.S. small-cap), BND (total bond market), and VBIAX (international bonds), Vanguard focuses on providing comprehensive, index-based investment solutions with an emphasis on cost efficiency and accessibility.
See our curated list of related YouTube videos on VOO.
Projections assume the current yield and share price remain constant. Actual results will vary.
Quick verdict
SWPPX (Schwab S&P 500 Index Fund) is a mutual fund, while VOO (Vanguard S&P 500 ETF) is an ETF — they take fundamentally different approaches.
VOO offers the higher yield at 1.14% vs 1.00% for SWPPX. A higher yield means more current income per dollar invested, though it may come with different risk characteristics.
VOO is cheaper with an expense ratio of 0.03% compared to 0.59%.
VOO is the larger fund by assets ($1033B), which generally means tighter spreads and better liquidity.
Deep dive
Yield & income
On a $10,000 investment, SWPPX would generate roughly $8.33/month, while VOO would produce $9.50/month, at current distribution rates.
SWPPX yield1.00%
VOO yield1.14%
Monthly diff on $10K$1.17
Cost & efficiency
Over 10 years on $10,000, SWPPX would cost approximately $590 in fees vs $30 for VOO (simplified, not compounded). The $560.00 difference may be offset by yield or performance.
SWPPX ER0.59%
VOO ER0.03%
Strategy & risk
SWPPX is a mutual fund, while VOO tracks S&P 500 Index with a large cap approach.
SWPPX beta1.0
VOO beta1.0
Fund details
SWPPX is managed by Schwab (launched 05/19/1997) with $144B in assets. VOO is managed by Vanguard (launched 09/07/2010) with $1033B in assets.
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Frequently asked questions
Is SWPPX or VOO better for dividend income?
It depends on your goals. VOO currently offers the higher distribution yield, which means more income per dollar invested. However, a lower-yield fund may offer better total return or lower volatility. Consider your time horizon and risk tolerance.
What is the difference between SWPPX and VOO?
SWPPX (Schwab S&P 500 Index Fund) is a mutual fund, while VOO (Vanguard S&P 500 ETF) tracks S&P 500 Index with a large cap approach. They are issued by Schwab and Vanguard respectively.
Can I hold both SWPPX and VOO?
Yes — nothing prevents holding both. Whether the combination actually diversifies depends on how much the underlying exposures overlap, which isn't fully measurable from the data on this page; review each security's holdings, sector, and strategy before treating them as complementary.
Which has lower fees, SWPPX or VOO?
SWPPX has an expense ratio of 0.59% while VOO charges 0.03%. Lower fees mean more of your investment returns stay in your pocket over time.
How much income does $10,000 in SWPPX vs VOO generate?
At current rates, $10,000 in SWPPX would generate roughly $8.33 per month ($100.00 annually). The same in VOO would produce about $9.50 per month ($114.00 annually).
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