DBEZ vs VOO

DBEZ vs VOO
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Quick Verdict

VOO has a lower expense ratio. DBEZ delivered stronger 1-year returns. DBEZ offers more diversification with 599 holdings.

Lower Fees: VOOHigher Returns: DBEZMore Diversified: DBEZ

Side-by-Side Comparison

MetricDBEZVOOWinner
Expense Ratio0.45%0.03%
AUM$77M$997.4B
Dividend Yield1.26%1.08%
Holdings599509
YTD Return+13.33%+13.20%
1Y Return+21.73%+21.62%
3Y Return (annualized)+19.30%+22.16%
5Y Return (annualized)+12.33%+13.42%
Volatility (annualized)16.3%14.1%
Max Drawdown-38.8%-34.3%
Fund FamilyXtrackers ETFsVanguard (US)
CategoryEquityEquity
InceptionDec 10, 2014Sep 7, 2010

DBEZ vs VOO Performance

Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) is a ETF from Xtrackers ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DBEZ returned +21.73% while VOO returned +21.62%. Year to date, DBEZ is up 13.33% versus a gain of 13.20% for VOO.

Over three years, DBEZ compounded at +19.30% per year against +22.16% for VOO; over five years the annualized figures are +12.33% and +13.42% respectively. Across the full 12-year window we track, VOO has the edge at +13.51% annualized vs +9.70%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DBEZ has been the more volatile fund, with annualized monthly volatility of 16.3% 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 -38.8% for DBEZ 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DBEZ 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, DBEZ currently yields 1.26% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

DBEZ and VOO share 0 holdings out of 1094 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, DBEZ or VOO?

DBEZ 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, DBEZ or VOO?

Over the past year DBEZ returned +21.73% vs +21.62% for VOO, so DBEZ leads on 1-year performance. Over the longest common window we track (12 years), DBEZ annualized +9.70% vs +13.51% for VOO. Past performance does not guarantee future results.

Which is riskier, DBEZ or VOO?

DBEZ has been the more volatile fund at 16.3% annualized versus 14.1% for VOO. Worst drawdown: DBEZ -38.8% vs VOO -34.3%.

Should I hold both DBEZ and VOO?

DBEZ and VOO have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DBEZ and VOO?

DBEZ and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1094 unique securities.

Which pays a higher dividend, DBEZ or VOO?

DBEZ yields 1.26% while VOO yields 1.08%, so DBEZ currently pays the higher dividend yield.

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