DIVD vs VOO
Altrius Global Dividend ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. DIVD delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | DIVD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.03% | |
| AUM | $22M | $997.4B | |
| Dividend Yield | 3.08% | 1.08% | |
| Holdings | 65 | 509 | |
| YTD Return | +18.03% | +14.27% | |
| 1Y Return | +27.25% | +21.79% | |
| 3Y Return (annualized) | +18.06% | +22.19% | |
| 5Y Return (annualized) | - | +13.28% | |
| Volatility (annualized) | 13.6% | 14.2% | |
| Max Drawdown | -13.9% | -34.3% | |
| Fund Family | Altrius Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 29, 2022 | Sep 7, 2010 |
DIVD vs VOO Performance
Altrius Global Dividend ETF (DIVD) is a ETF from Altrius Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DIVD returned +27.25% while VOO returned +21.79%. Year to date, DIVD is up 18.03% versus a gain of 14.27% for VOO.
Over three years, DIVD compounded at +18.06% per year against +22.19% for VOO. Across the full 4-year window we track, DIVD has the edge at +20.89% annualized vs +13.59%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 13.6% for DIVD. 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 -13.9% for DIVD 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DIVD charges 0.49% per year while VOO charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, DIVD currently yields 3.08% against 1.08% for VOO.
Holdings Overlap
DIVD and VOO share 5 holdings out of 507 unique holdings combined, representing a 1.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DIVD or VOO?
DIVD has an expense ratio of 0.49% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, DIVD or VOO?
Over the past year DIVD returned +27.25% vs +21.79% for VOO, so DIVD leads on 1-year performance. Over the longest common window we track (4 years), DIVD annualized +20.89% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, DIVD or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 13.6% for DIVD. Worst drawdown: DIVD -13.9% vs VOO -34.3%.
Should I hold both DIVD and VOO?
DIVD and VOO have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DIVD and VOO?
DIVD and VOO share 5 common holdings with a 1.2% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, DIVD or VOO?
DIVD yields 3.08% while VOO yields 1.08%, so DIVD currently pays the higher dividend yield.
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