DHDG vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricDHDGVOOWinner
Expense Ratio0.85%0.03%
AUM$72M$979.0B
Dividend Yield0.00%1.09%
Holdings5509
YTD Return+10.13%+13.44%
1Y Return+16.53%+22.62%
3Y Return (annualized)-+21.47%
5Y Return (annualized)-+13.27%
Volatility (annualized)6.6%14.1%
Max Drawdown-8.3%-34.3%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
InceptionOct 18, 2024Sep 7, 2010

DHDG vs VOO Performance

FT Vest US Equity Quarterly 2.5 to 15 Buffer ETF (DHDG) is a ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DHDG returned +16.53% while VOO returned +22.62%. Year to date, DHDG is up 10.13% versus a gain of 13.44% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 6.6% 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 -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 0.89. 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 1.09% for VOO.

Holdings Overlap

0.0%overlap

DHDG and VOO share 0 holdings out of 506 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, DHDG or VOO?

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

Which performed better, DHDG or VOO?

Over the past year DHDG returned +16.53% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), DHDG annualized +12.44% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, DHDG or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 6.6% for DHDG. Worst drawdown: DHDG -8.3% vs VOO -34.3%.

Should I hold both DHDG and VOO?

DHDG and VOO have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DHDG and VOO?

DHDG and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, DHDG or VOO?

DHDG yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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