DHDG vs VOO

DHDG vs VOO

Which is better, DHDG or VOO?

Multi Alternative against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y 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

MetricDHDGVOO
Expense Ratio0.85%0.03%Best
AUM$75M$997.4B
Dividend Yield0.00%1.04%
Holdings10509
YTD Return+10.47%+12.37%Best
1Y Return+14.53%+16.61%Best
3Y Return (annualized)-+21.37%
5Y Return (annualized)-+13.49%
Volatility (annualized)6.5%Best12.8%
Max Drawdown-8.3%Best-18.7%
$10,000 over 1.9 years$12,382$13,347Best
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionOct 18, 2024Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 21, 2024 to Sep 18, 2026 (1.9 years).

DHDG 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 1.9 years both funds cover.

DHDG vs VOO Performance

FT Vest US Equity Quarterly 2.5 to 15 Buffer ETF (DHDG) is an ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year DHDG returned +14.53% while VOO returned +16.61%. Year to date, DHDG is up 10.47% versus a gain of 12.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 6.5% for DHDG. 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 -8.3% for DHDG 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DHDG charges 0.85% per year while VOO charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, DHDG currently yields 0.00% against 1.04% for VOO.

You are not choosing between two funds in isolation.

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

DHDGVOO

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Frequently Asked Questions

Which is cheaper, DHDG or VOO?

DHDG has an expense ratio of 0.85% while VOO charges 0.03%. VOO is the cheaper option, by $82 a year on a $10,000 investment.

Which performed better, DHDG or VOO?

Over the past year DHDG returned +14.53% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), DHDG annualized +11.90% vs +16.41% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DHDG or VOO?

VOO has been the more volatile fund at 12.8% annualized versus 6.5% for DHDG. Worst drawdown: DHDG -8.3% vs VOO -18.7%.

Should I hold both DHDG and VOO?

DHDG and VOO have a monthly-return correlation of 0.89, 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, DHDG or VOO?

DHDG yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than DHDG?

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