DDX vs VOO
Defined Duration 10 ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | DDX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.03% | |
| AUM | $72M | $979.0B | |
| Dividend Yield | 3.33% | 1.09% | |
| Holdings | 10 | 509 | |
| YTD Return | +4.41% | +13.79% | |
| 1Y Return | +8.22% | +23.01% | |
| 3Y Return (annualized) | +7.82% | +21.78% | |
| 5Y Return (annualized) | +0.27% | +13.39% | |
| Volatility (annualized) | 8.7% | 14.1% | |
| Max Drawdown | -27.3% | -34.3% | |
| Fund Family | Discipline Funds | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Sep 20, 2021 | Sep 7, 2010 |
DDX vs VOO Performance
Defined Duration 10 ETF (DDX) is a ETF from Discipline Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DDX returned +8.22% while VOO returned +23.01%. Year to date, DDX is up 4.41% versus a gain of 13.79% for VOO.
Over three years, DDX compounded at +7.82% per year against +21.78% for VOO; over five years the annualized figures are +0.27% and +13.39% respectively. Across the full 5-year window we track, VOO has the edge at +13.57% annualized vs +0.27%. 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 8.7% for DDX. 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 -27.3% for DDX 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DDX charges 0.25% per year while VOO charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, DDX currently yields 3.33% against 1.09% for VOO.
Holdings Overlap
DDX and VOO share 0 holdings out of 511 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, DDX or VOO?
DDX has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, DDX or VOO?
Over the past year DDX returned +8.22% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), DDX annualized +0.27% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, DDX or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 8.7% for DDX. Worst drawdown: DDX -27.3% vs VOO -34.3%.
Should I hold both DDX and VOO?
DDX and VOO have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DDX and VOO?
DDX and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, DDX or VOO?
DDX yields 3.33% while VOO yields 1.09%, so DDX currently pays the higher dividend yield.
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