DDIV vs VOO
First Trust Dorsey Wright Momentum & Dividend ETF vs Vanguard S&P 500 ETF
Which is better, DDIV or VOO?
Mid Cap Value against Large Cap Blend.
VOO has a lower expense ratio. DDIV led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 39.5%.
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 | DDIV | VOO |
|---|---|---|
| Expense Ratio | 0.60% | 0.03%Best |
| AUM | $75M | $997.4B |
| Dividend Yield | 1.53% | 1.04% |
| Holdings | 102 | 509 |
| YTD Return | +6.95% | +11.01%Best |
| 1Y Return | +16.25%Best | +15.60% |
| 3Y Return (annualized) | +18.39% | +20.82%Best |
| 5Y Return (annualized) | +10.18% | +12.60%Best |
| Volatility (annualized) | 20.1% | 16.9%Best |
| Max Drawdown | -47.5% | -34.3%Best |
| $10,000 over 5 years | $16,237 | $18,101Best |
| Top 10 Weight | 39.5% | 37.6%Best |
| Fund Family | First Trust Portfolios (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | Mar 10, 2014 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Sep 5, 2018 to Sep 16, 2026 (8 years).
DDIV vs VOO 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 covers the 8 years both funds cover.
DDIV vs VOO Performance
First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) is an ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year DDIV returned +16.25% while VOO returned +15.60%. Year to date, DDIV is up 6.95% versus a gain of 11.01% for VOO.
Over three years, DDIV compounded at +18.39% per year against +20.82% for VOO; over five years the annualized figures are +10.18% and +12.60% respectively. Across the full 8-year window we track, VOO has the edge at +13.79% annualized vs +9.13%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DDIV has been the more volatile fund, with annualized monthly volatility of 20.1% compared with 16.9% 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 -47.5% for DDIV and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DDIV charges 0.60% per year while VOO charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, DDIV currently yields 1.53% against 1.04% for VOO.
Holdings Overlap
71.5% of DDIV's money is in holdings VOO also owns. 6.3% of VOO's money is in holdings DDIV also owns.
Most of DDIV is already inside VOO. Owning both mostly buys the same companies twice.
37 positions in common, counted across the 50 positions we hold weights for in DDIV and 494 in VOO, against full books of 102 and 509.
What only one of them owns
Our book lists 450 positions for VOO that do not appear in our book for DDIV (92.8% of the fund), and 12 for DDIV that do not appear in VOO (26.4%).
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 DDIV | Weight in VOO | Difference |
|---|---|---|---|
| IVZInvesco PLC | 4.42% | 0.02% | 4.40% |
| BENFranklin Resources Inc. | 4.41% | 0.02% | 4.39% |
| SPGSimon Property Group Inc | 4.26% | 0.12% | 4.14% |
| ABBVAbbvie Inc. | 3.14% | 0.69% | 2.45% |
| EIXEdison Intl | 3.76% | 0.04% | 3.72% |
| IRMIron Mtn Inc New Com Npv | 3.43% | 0.06% | 3.37% |
| PFGPrincipalfinancialgroupinc. | 3.37% | 0.03% | 3.34% |
| CFGCitizens Financial Group Inc. | 2.93% | 0.05% | 2.88% |
| UNHUnitedhealth Group Incorporated | 2.37% | 0.58% | 1.79% |
| CVSCvs Corp | 2.70% | 0.21% | 2.49% |
71.5% of DDIV is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DDIV or VOO?
DDIV has an expense ratio of 0.60% while VOO charges 0.03%. VOO is the cheaper option, by $57 a year on a $10,000 investment.
Which performed better, DDIV or VOO?
Over the past year DDIV returned +16.25% vs +15.60% for VOO, so DDIV leads on 1-year performance. Over the longest common window we track (8 years), DDIV annualized +9.13% vs +13.79% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DDIV or VOO?
DDIV has been the more volatile fund at 20.1% annualized versus 16.9% for VOO. Worst drawdown: DDIV -47.5% vs VOO -34.3%.
Should I hold both DDIV and VOO?
DDIV and VOO have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between DDIV and VOO?
71.5% of DDIV's money is in holdings VOO also owns. 6.3% of VOO's is in holdings DDIV also owns. They hold 37 positions in common, counted across the 50 positions we hold weights for in DDIV and 494 in VOO.
Which pays a higher dividend, DDIV or VOO?
DDIV yields 1.53% while VOO yields 1.04%, so DDIV currently pays the higher dividend yield.
Is VOO better than DDIV?
VOO has a lower expense ratio. DDIV led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 39.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.