DIVG vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: DIVGMore Diversified: VOO

Side-by-Side Comparison

MetricDIVGVOOWinner
Expense Ratio0.39%0.03%
AUM$11M$979.0B
Dividend Yield3.08%1.09%
Holdings103509
YTD Return+17.95%+13.79%
1Y Return+24.55%+23.01%
3Y Return (annualized)-+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)11.0%14.1%
Max Drawdown-15.0%-34.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionDec 6, 2023Sep 7, 2010

DIVG vs VOO Performance

Invesco S&P 500 High Dividend Growers ETF (DIVG) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DIVG returned +24.55% while VOO returned +23.01%. Year to date, DIVG is up 17.95% versus a gain of 13.79% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 11.0% for DIVG. 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 -15.0% for DIVG 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DIVG charges 0.39% per year while VOO charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, DIVG currently yields 3.08% against 1.09% for VOO.

Holdings Overlap

13.1%overlap

DIVG and VOO share 97 holdings out of 508 unique holdings combined, representing a 13.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DIVGWeight in VOODifference
CAG2.55%0.00%2.55%
MO2.24%0.19%2.05%
HPQ2.32%0.03%2.29%
BENProProPro
VICIProProPro
PRUProProPro
UNHProProPro
JPM:USProProPro
ABBVProProPro
INVHProProPro
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Frequently Asked Questions

Which is cheaper, DIVG or VOO?

DIVG has an expense ratio of 0.39% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which performed better, DIVG or VOO?

Over the past year DIVG returned +24.55% vs +23.01% for VOO, so DIVG leads on 1-year performance. Over the longest common window we track (3 years), DIVG annualized +19.80% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, DIVG or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 11.0% for DIVG. Worst drawdown: DIVG -15.0% vs VOO -34.3%.

Should I hold both DIVG and VOO?

DIVG and VOO have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DIVG and VOO?

DIVG and VOO share 97 common holdings with a 13.1% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, DIVG or VOO?

DIVG yields 3.08% while VOO yields 1.09%, so DIVG currently pays the higher dividend yield.

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