DESK vs VOO

DESK vs VOO

Which is better, DESK or VOO?

Mid Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 68.0%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: 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

MetricDESKVOO
Expense Ratio0.51%0.03%Best
AUM$14M$997.4B
Dividend Yield4.56%1.04%
Holdings26509
YTD Return+8.50%+14.14%Best
1Y Return-4.57%+17.31%Best
3Y Return (annualized)+11.02%+23.04%Best
5Y Return (annualized)-+13.63%
Volatility (annualized)22.6%12.4%Best
Max Drawdown-28.6%-18.7%Best
$10,000 over 3 years$13,448$18,618Best
Top 10 Weight68.0%37.6%Best
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionSep 19, 2023Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 21, 2023 to Sep 22, 2026 (3 years).

DESK 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 3 years both funds cover.

DESK vs VOO Performance

VanEck Office and Commercial REIT ETF (DESK) is an ETF from VanEck and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year DESK returned -4.57% while VOO returned +17.31%. Year to date, DESK is up 8.50% versus a gain of 14.14% for VOO.

Over three years, DESK compounded at +11.02% per year against +23.04% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DESK has been the more volatile fund, with annualized monthly volatility of 22.6% compared with 12.4% 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 -28.6% for DESK and -18.7% 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 0.62. They move together some of the time, and apart the rest.

Fees and Cost Over Time

DESK charges 0.51% per year while VOO charges 0.03%. On a $10,000 position that is $51 vs $3 annually, a gap of $48 per year that compounds over a long holding period. On income, DESK currently yields 4.56% against 1.04% for VOO.

Holdings Overlap

DESK already in VOO25.5%
VOO already in DESK0.5%

25.5% of DESK's money is in holdings VOO also owns. 0.5% of VOO's money is in holdings DESK also owns.

DESK and VOO share little of their money.

6 positions in common, counted across the 25 positions we hold weights for in DESK and 494 in VOO, against full books of 26 and 509.

What only one of them owns

Measured across the 25 and 494 positions we hold weights for.

VOO holds 481 positions DESK does not, 98.7% of the fund.

Largest: NVDA 7.55%, AAPL 7.05%, MSFT 5.36%, AMZN 4.13%, GOOGL 3.24%

Top Shared Holdings

StockWeight in DESKWeight in VOODifference
BXPBoston Properties Inc10.44%0.02%10.42%
SPGSimon Property Group Inc4.06%0.12%3.94%
PLDPrologis Inc3.92%0.21%3.71%
ORealty Income Corp.4.03%0.09%3.94%
KIMKimco Realty Corp.1.81%0.03%1.78%
REGRegency Centers Corp.1.27%0.02%1.25%

25.5% of DESK is already inside VOO.

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

DESKVOO

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Frequently Asked Questions

Which is cheaper, DESK or VOO?

DESK has an expense ratio of 0.51% while VOO charges 0.03%. VOO is the cheaper option, by $48 a year on a $10,000 investment.

Which performed better, DESK or VOO?

Over the past year DESK returned -4.57% vs +17.31% 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, DESK or VOO?

DESK has been the more volatile fund at 22.6% annualized versus 12.4% for VOO. Worst drawdown: DESK -28.6% vs VOO -18.7%.

Should I hold both DESK and VOO?

DESK and VOO have a monthly-return correlation of 0.62, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between DESK and VOO?

25.5% of DESK's money is in holdings VOO also owns. 0.5% of VOO's is in holdings DESK also owns. They hold 6 positions in common, counted across the 25 positions we hold weights for in DESK and 494 in VOO.

Which pays a higher dividend, DESK or VOO?

DESK yields 4.56% while VOO yields 1.04%, so DESK currently pays the higher dividend yield.

Is VOO better than DESK?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 68.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.