DDWM vs VOO

DDWM vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. DDWM offers more diversification with 1,462 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: DDWM

Side-by-Side Comparison

MetricDDWMVOOWinner
Expense Ratio0.40%0.03%
AUM$1.5B$997.4B
Dividend Yield2.52%1.08%
Holdings1,462509
YTD Return+7.17%+12.25%
1Y Return+13.32%+20.92%
3Y Return (annualized)+18.63%+21.79%
5Y Return (annualized)+12.44%+13.05%
Volatility (annualized)12.4%14.1%
Max Drawdown-35.0%-34.3%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
InceptionJan 7, 2016Sep 7, 2010

DDWM vs VOO Performance

WisdomTree Dynamic International Equity Fund (DDWM) is a ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DDWM returned +13.32% while VOO returned +20.92%. Year to date, DDWM is up 7.17% versus a gain of 12.25% for VOO.

Over three years, DDWM compounded at +18.63% per year against +21.79% for VOO; over five years the annualized figures are +12.44% and +13.05% respectively. Across the full 11-year window we track, VOO has the edge at +13.45% annualized vs +10.27%. 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 12.4% for DDWM. 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 -35.0% for DDWM 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

DDWM charges 0.40% per year while VOO charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, DDWM currently yields 2.52% against 1.08% for VOO.

Holdings Overlap

0.1%overlap

DDWM and VOO share 2 holdings out of 1741 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DDWMWeight in VOODifference
ORCL0.06%0.39%0.33%
BG0.03%0.02%0.01%

Frequently Asked Questions

Which is cheaper, DDWM or VOO?

DDWM has an expense ratio of 0.40% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, DDWM or VOO?

Over the past year DDWM returned +13.32% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (11 years), DDWM annualized +10.27% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, DDWM or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 12.4% for DDWM. Worst drawdown: DDWM -35.0% vs VOO -34.3%.

Should I hold both DDWM and VOO?

DDWM 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 DDWM and VOO?

DDWM and VOO share 2 common holdings with a 0.1% weight overlap. Combined, they hold 1741 unique securities.

Which pays a higher dividend, DDWM or VOO?

DDWM yields 2.52% while VOO yields 1.08%, so DDWM currently pays the higher dividend yield.

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