DDLS vs VOO

DDLS vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. DDLS offers more diversification with 1,040 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: DDLS

Side-by-Side Comparison

MetricDDLSVOOWinner
Expense Ratio0.48%0.03%
AUM$431M$997.4B
Dividend Yield3.62%1.08%
Holdings1,040509
YTD Return+6.75%+13.73%
1Y Return+12.12%+21.53%
3Y Return (annualized)+17.97%+22.60%
5Y Return (annualized)+9.49%+13.31%
Volatility (annualized)13.5%14.1%
Max Drawdown-36.8%-34.3%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
InceptionJan 7, 2016Sep 7, 2010

DDLS vs VOO Performance

WisdomTree Dynamic International SmallCap Equity Fund (DDLS) is a ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DDLS returned +12.12% while VOO returned +21.53%. Year to date, DDLS is up 6.75% versus a gain of 13.73% for VOO.

Over three years, DDLS compounded at +17.97% per year against +22.60% for VOO; over five years the annualized figures are +9.49% and +13.31% respectively. Across the full 11-year window we track, VOO has the edge at +13.55% annualized vs +9.73%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.5% for DDLS. 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 -36.8% for DDLS 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

DDLS charges 0.48% per year while VOO charges 0.03%. On a $10,000 position that is $48 vs $3 annually, a gap of $45 per year that compounds over a long holding period. On income, DDLS currently yields 3.62% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

DDLS and VOO share 0 holdings out of 1440 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, DDLS or VOO?

DDLS has an expense ratio of 0.48% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, DDLS or VOO?

Over the past year DDLS returned +12.12% vs +21.53% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (11 years), DDLS annualized +9.73% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, DDLS or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 13.5% for DDLS. Worst drawdown: DDLS -36.8% vs VOO -34.3%.

Should I hold both DDLS and VOO?

DDLS 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 DDLS and VOO?

DDLS and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1440 unique securities.

Which pays a higher dividend, DDLS or VOO?

DDLS yields 3.62% while VOO yields 1.08%, so DDLS currently pays the higher dividend yield.

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