DFE vs VOO
WisdomTree Europe SmallCap Dividend Fund 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 509 holdings.
Side-by-Side Comparison
| Metric | DFE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.58% | 0.03% | |
| AUM | $169M | $997.4B | |
| Dividend Yield | 3.95% | 1.08% | |
| Holdings | 381 | 509 | |
| YTD Return | +9.97% | +14.27% | |
| 1Y Return | +14.33% | +21.79% | |
| 3Y Return (annualized) | +16.31% | +22.19% | |
| 5Y Return (annualized) | +4.80% | +13.28% | |
| Volatility (annualized) | 22.0% | 14.2% | |
| Max Drawdown | -74.3% | -34.3% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 16, 2006 | Sep 7, 2010 |
DFE vs VOO Performance
WisdomTree Europe SmallCap Dividend Fund (DFE) is a ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DFE returned +14.33% while VOO returned +21.79%. Year to date, DFE is up 9.97% versus a gain of 14.27% for VOO.
Over three years, DFE compounded at +16.31% per year against +22.19% for VOO; over five years the annualized figures are +4.80% and +13.28% respectively. Across the full 16-year window we track, VOO has the edge at +13.59% annualized vs +3.34%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DFE has been the more volatile fund, with annualized monthly volatility of 22.0% compared with 14.2% 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 -74.3% for DFE 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DFE charges 0.58% per year while VOO charges 0.03%. On a $10,000 position that is $58 vs $3 annually, a gap of $55 per year that compounds over a long holding period. On income, DFE currently yields 3.95% against 1.08% for VOO.
Holdings Overlap
DFE and VOO share 0 holdings out of 873 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, DFE or VOO?
DFE has an expense ratio of 0.58% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, DFE or VOO?
Over the past year DFE returned +14.33% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), DFE annualized +3.34% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, DFE or VOO?
DFE has been the more volatile fund at 22.0% annualized versus 14.2% for VOO. Worst drawdown: DFE -74.3% vs VOO -34.3%.
Should I hold both DFE and VOO?
DFE and VOO have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DFE and VOO?
DFE and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 873 unique securities.
Which pays a higher dividend, DFE or VOO?
DFE yields 3.95% while VOO yields 1.08%, so DFE currently pays the higher dividend yield.
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