DFUV vs VOO
Dimensional US Marketwide Value ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. DFUV delivered stronger 1-year returns. DFUV offers more diversification with 1,342 holdings.
Side-by-Side Comparison
| Metric | DFUV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.21% | 0.03% | |
| AUM | $16.0B | $997.4B | |
| Dividend Yield | 1.30% | 1.08% | |
| Holdings | 1,342 | 509 | |
| YTD Return | +22.51% | +12.73% | |
| 1Y Return | +32.09% | +20.59% | |
| 3Y Return (annualized) | +20.11% | +21.70% | |
| 5Y Return (annualized) | - | +12.87% | |
| Volatility (annualized) | 16.3% | 14.1% | |
| Max Drawdown | -17.6% | -34.3% | |
| Fund Family | Dimensional | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 31, 2024 | Sep 7, 2010 |
DFUV vs VOO Performance
Dimensional US Marketwide Value ETF (DFUV) is a ETF from Dimensional and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DFUV returned +32.09% while VOO returned +20.59%. Year to date, DFUV is up 22.51% versus a gain of 12.73% for VOO.
Over three years, DFUV compounded at +20.11% per year against +21.70% for VOO. Across the full 4-year window we track, DFUV has the edge at +15.22% annualized vs +13.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DFUV has been the more volatile fund, with annualized monthly volatility of 16.3% compared with 14.1% 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 -17.6% for DFUV 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DFUV charges 0.21% per year while VOO charges 0.03%. On a $10,000 position that is $21 vs $3 annually, a gap of $18 per year that compounds over a long holding period. On income, DFUV currently yields 1.30% against 1.08% for VOO.
Holdings Overlap
DFUV and VOO share 277 holdings out of 1557 unique holdings combined, representing a 33.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DFUV or VOO?
DFUV has an expense ratio of 0.21% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $18 per year of difference.
Which performed better, DFUV or VOO?
Over the past year DFUV returned +32.09% vs +20.59% for VOO, so DFUV leads on 1-year performance. Over the longest common window we track (4 years), DFUV annualized +15.22% vs +13.47% for VOO. Past performance does not guarantee future results.
Which is riskier, DFUV or VOO?
DFUV has been the more volatile fund at 16.3% annualized versus 14.1% for VOO. Worst drawdown: DFUV -17.6% vs VOO -34.3%.
Should I hold both DFUV and VOO?
DFUV and VOO have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DFUV and VOO?
DFUV and VOO share 277 common holdings with a 33.7% weight overlap. Combined, they hold 1557 unique securities.
Which pays a higher dividend, DFUV or VOO?
DFUV yields 1.30% while VOO yields 1.08%, so DFUV currently pays the higher dividend yield.
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