DDX vs VOO

DDX vs VOO

Which is better, DDX or VOO?

Multi Alternative against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricDDXVOO
Expense Ratio0.25%0.03%Best
AUM$74M$997.4B
Dividend Yield3.30%1.04%
Holdings10509
YTD Return+3.19%+11.01%Best
1Y Return+4.17%+15.60%Best
3Y Return (annualized)+7.61%+20.82%Best
5Y Return (annualized)+0.03%+12.60%Best
Volatility (annualized)8.7%Best15.7%
Max Drawdown-27.3%-24.5%Best
$10,000 over 5 years$10,015$18,101Best
Fund FamilyDiscipline FundsVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionSep 20, 2021Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 20, 2021 to Sep 16, 2026 (5 years).

DDX 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 5 years both funds cover.

DDX vs VOO Performance

Defined Duration 10 ETF (DDX) is an ETF from Discipline Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year DDX returned +4.17% while VOO returned +15.60%. Year to date, DDX is up 3.19% versus a gain of 11.01% for VOO.

Over three years, DDX compounded at +7.61% per year against +20.82% for VOO; over five years the annualized figures are +0.03% and +12.60% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.7% 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 -24.5% 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 0.83. 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 3.30% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 6 holdings in DDX and 494 in VOO, totalling 41.0% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 6 positions we hold weights for in DDX and 494 in VOO, against full books of 10 and 509.

You are not choosing between two funds in isolation.

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

DDXVOO

Free for up to 10 holdings. No account needed.

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, by $22 a year on a $10,000 investment.

Which performed better, DDX or VOO?

Over the past year DDX returned +4.17% vs +15.60% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DDX or VOO?

VOO has been the more volatile fund at 15.7% annualized versus 8.7% for DDX. Worst drawdown: DDX -27.3% vs VOO -24.5%.

Should I hold both DDX and VOO?

DDX and VOO have a monthly-return correlation of 0.83, 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, DDX or VOO?

DDX yields 3.30% while VOO yields 1.04%, so DDX currently pays the higher dividend yield.

Is VOO better than DDX?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.