DDWM vs VOO

DDWM vs VOO

Which is better, DDWM or VOO?

Large Cap Value against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. DDWM is less concentrated, with 11.5% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: DDWM

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

MetricDDWMVOO
Expense Ratio0.40%0.03%Best
AUM$1.5B$997.4B
Dividend Yield2.52%1.04%
Holdings1,462509
YTD Return+5.78%+11.55%Best
1Y Return+12.31%+17.54%Best
3Y Return (annualized)+17.12%+20.71%Best
5Y Return (annualized)+12.06%+12.80%Best
Volatility (annualized)12.3%Best15.1%
Max Drawdown-35.0%-34.3%Best
$10,000 over 5 years$17,671$18,262Best
Top 10 Weight11.5%Best36.4%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJan 7, 2016Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Jan 7, 2016 to Sep 10, 2026 (10.7 years).

DDWM 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 10.7 years both funds cover.

DDWM vs VOO Performance

WisdomTree Dynamic International Equity Fund (DDWM) is an ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year DDWM returned +12.31% while VOO returned +17.54%. Year to date, DDWM is up 5.78% versus a gain of 11.55% for VOO.

Over three years, DDWM compounded at +17.12% per year against +20.71% for VOO; over five years the annualized figures are +12.06% and +12.80% respectively. Across the full 11-year window we track, VOO has the edge at +14.47% annualized vs +10.07%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.3% 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 what each fund did in the worst stretch of the window measured above.

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 1.04% for VOO.

Holdings Overlap

DDWM already in VOO0.2%
VOO already in DDWM0.1%

0.2% of DDWM's money is in holdings VOO also owns. 0.1% of VOO's money is in holdings DDWM also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

2 positions in common, counted across the 1,447 positions we hold weights for in DDWM and 505 in VOO, against full books of 1,462 and 509.

What only one of them owns

Our book lists 495 positions for VOO that do not appear in our book for DDWM (99.4% of the fund), and 27 for DDWM that do not appear in VOO (4.7%).

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

StockWeight in DDWMWeight in VOODifference
UMG:ASUniversal Music Group N.V. Universal Music Group N V0.10%0.06%0.04%
APAApa Corp0.07%0.02%0.05%

You are not choosing between two funds in isolation.

Whichever of DDWM and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DDWMVOO

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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, by $37 a year on a $10,000 investment.

Which performed better, DDWM or VOO?

Over the past year DDWM returned +12.31% vs +17.54% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (11 years), DDWM annualized +10.07% vs +14.47% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DDWM or VOO?

VOO has been the more volatile fund at 15.1% annualized versus 12.3% 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 their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, DDWM or VOO?

DDWM yields 2.52% while VOO yields 1.04%, so DDWM currently pays the higher dividend yield.

Is VOO better than DDWM?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. DDWM is less concentrated, with 11.5% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.