DDM vs VOO

DDM vs VOO

Which is better, DDM or VOO?

Trading-Leveraged Equity against Large Cap Blend.

VOO has a lower expense ratio. DDM led over 1Y, 3Y and the full window, VOO over 5Y. The two have moved almost in lockstep, correlation 0.94.

Lower Fees: VOOHigher Returns: split

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

MetricDDMVOO
Expense Ratio0.95%0.03%Best
AUM$573M$997.4B
Dividend Yield0.91%1.04%
Holdings43509
YTD Return+9.97%+11.01%Best
1Y Return+21.24%Best+15.60%
3Y Return (annualized)+24.00%Best+20.82%
5Y Return (annualized)+12.23%+12.60%Best
Volatility (annualized)28.4%14.1%Best
Max Drawdown-63.1%-34.3%Best
$10,000 over 5 years$17,805$18,101Best
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionJun 19, 2006Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 16, 2026 (16 years).

DDM 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 16 years both funds cover.

DDM vs VOO Performance

ProShares Ultra Dow30 (DDM) is an ETF from ProShares and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year DDM returned +21.24% while VOO returned +15.60%. Year to date, DDM is up 9.97% versus a gain of 11.01% for VOO.

Over three years, DDM compounded at +24.00% per year against +20.82% for VOO; over five years the annualized figures are +12.23% and +12.60% respectively. Across the full 16-year window we track, DDM has the edge at +19.73% annualized vs +13.30%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DDM has been the more volatile fund, with annualized monthly volatility of 28.4% 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 -63.1% for DDM 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DDM charges 0.95% per year while VOO charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, DDM currently yields 0.91% against 1.04% for VOO.

Holdings Overlap

VOO already in DDM39.0%

At least 39.0% of VOO's money is in holdings DDM also owns.

Stated as a floor: for DDM, our book for it covers 82.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

30 positions in common, counted across the 31 positions we hold weights for in DDM and 494 in VOO, against full books of 43 and 509.

Top Shared Holdings

StockWeight in DDMWeight in VOODifference
AAPLApple, Inc2.26%7.05%4.79%
NVDANvidia Corp1.57%7.55%5.98%
MSFTMicrosoft Corp3.62%5.36%1.74%
GSGoldman Sachs Group Inc/The7.28%0.45%6.83%
CATCaterpillar, Inc.5.68%0.58%5.10%
AMZNAmazon.Com Inc1.85%4.13%2.28%
GOOGLAlphabet Inc,class A2.42%3.24%0.82%
JPMJpmorgan Chase2.54%1.46%1.08%
VVisa Inc Class A2.70%0.93%1.77%
AMGNAmgen Inc.3.06%0.32%2.74%

39.0% of VOO is already inside DDM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

DDMVOO

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Frequently Asked Questions

Which is cheaper, DDM or VOO?

DDM has an expense ratio of 0.95% while VOO charges 0.03%. VOO is the cheaper option, by $92 a year on a $10,000 investment.

Which performed better, DDM or VOO?

Over the past year DDM returned +21.24% vs +15.60% for VOO, so DDM leads on 1-year performance. Over the longest common window we track (16 years), DDM annualized +19.73% vs +13.30% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DDM or VOO?

DDM has been the more volatile fund at 28.4% annualized versus 14.1% for VOO. Worst drawdown: DDM -63.1% vs VOO -34.3%.

Should I hold both DDM and VOO?

DDM and VOO have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between DDM and VOO?

At least 39.0% of VOO's money is in holdings DDM also owns. Our book for DDM is partial, so the real figure is this or higher. They hold 30 positions in common, counted across the 31 positions we hold weights for in DDM and 494 in VOO.

Which pays a higher dividend, DDM or VOO?

DDM yields 0.91% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than DDM?

VOO has a lower expense ratio. DDM led over 1Y, 3Y and the full window, VOO over 5Y. The two have moved almost in lockstep, correlation 0.94. Which one suits a particular account depends on what it is for. This is information, not a recommendation.