DFGP vs VOO
Dimensional Global Core Plus Fixed Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. DFGP offers more diversification with 853 holdings.
Side-by-Side Comparison
| Metric | DFGP | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.22% | 0.03% | |
| AUM | $3.4B | $979.0B | |
| Dividend Yield | 4.41% | 1.09% | |
| Holdings | 1,422 | 509 | |
| YTD Return | +1.40% | +13.80% | |
| 1Y Return | +3.15% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 4.6% | 14.1% | |
| Max Drawdown | -3.2% | -34.3% | |
| Fund Family | Dimensional | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Nov 7, 2023 | Sep 7, 2010 |
DFGP vs VOO Performance
Dimensional Global Core Plus Fixed Income ETF (DFGP) is a ETF from Dimensional and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DFGP returned +3.15% while VOO returned +23.71%. Year to date, DFGP is up 1.40% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 4.6% for DFGP. 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 -3.2% for DFGP 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DFGP charges 0.22% per year while VOO charges 0.03%. On a $10,000 position that is $22 vs $3 annually, a gap of $19 per year that compounds over a long holding period. On income, DFGP currently yields 4.41% against 1.09% for VOO.
Holdings Overlap
DFGP and VOO share 0 holdings out of 1358 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, DFGP or VOO?
DFGP has an expense ratio of 0.22% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $19 per year of difference.
Which performed better, DFGP or VOO?
Over the past year DFGP returned +3.15% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), DFGP annualized +6.95% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, DFGP or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 4.6% for DFGP. Worst drawdown: DFGP -3.2% vs VOO -34.3%.
Should I hold both DFGP and VOO?
DFGP and VOO have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DFGP and VOO?
DFGP and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1358 unique securities.
Which pays a higher dividend, DFGP or VOO?
DFGP yields 4.41% while VOO yields 1.09%, so DFGP currently pays the higher dividend yield.
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