DIVG vs VOO

DIVG vs VOO

Which is better, DIVG or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. DIVG led over 1Y, VOO over the full window. DIVG is less concentrated, with 20.5% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: DIVG

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

MetricDIVGVOO
Expense Ratio0.39%0.03%Best
AUM$12M$997.4B
Dividend Yield2.98%1.08%
Holdings102509
YTD Return+18.43%Best+13.37%
1Y Return+21.85%Best+20.08%
3Y Return (annualized)-+21.29%
5Y Return (annualized)-+12.89%
Volatility (annualized)10.8%Best11.8%
Max Drawdown-15.0%Best-18.7%
$10,000 over 2.7 years$16,155$17,392Best
Top 10 Weight20.5%Best36.4%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionDec 6, 2023Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Dec 6, 2023 to Sep 4, 2026 (2.7 years).

DIVG 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 2.7 years both funds cover.

DIVG vs VOO Performance

Invesco S&P 500 High Dividend Growers ETF (DIVG) is an ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year DIVG returned +21.85% while VOO returned +20.08%. Year to date, DIVG is up 18.43% versus a gain of 13.37% 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 11.8% compared with 10.8% 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 -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 0.47. They move together some of the time, and apart the rest.

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 2.98% against 1.08% for VOO.

Holdings Overlap

DIVG already in VOO98.0%
VOO already in DIVG14.6%

98.0% of DIVG's money is in holdings VOO also owns. 14.6% of VOO's money is in holdings DIVG also owns.

Most of DIVG is already inside VOO. Owning both mostly buys the same companies twice.

97 positions in common, counted across the 100 positions we hold weights for in DIVG and 504 in VOO, against full books of 102 and 509.

What only one of them owns

Our book lists 398 positions for VOO that do not appear in our book for DIVG (84.8% of the fund), and 3 for DIVG that do not appear in VOO (2.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in DIVGWeight in VOODifference
HPQHp Inc.2.88%0.03%2.85%
BENFranklin Resources Inc2.42%0.02%2.40%
PRUPrudential Financial Inc.2.20%0.06%2.14%
MOAltria Group Inc.2.00%0.19%1.81%
PAYXPaychex, Inc.2.03%0.05%1.98%
ARESAres Management Corp Preferred Stock 72.01%0.04%1.97%
JPMJpmorgan Chase & Co.0.75%1.26%0.51%
VICIVici Properties Inc1.93%0.04%1.89%
UNHUnitedhealth Group, Inc.1.35%0.59%0.76%
VZVerizon Communications Inc Com Usd11.64%0.27%1.37%

98.0% of DIVG is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

DIVGVOO

Free for up to 10 holdings. No account needed.

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, by $36 a year on a $10,000 investment.

Which performed better, DIVG or VOO?

Over the past year DIVG returned +21.85% vs +20.08% for VOO, so DIVG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DIVG or VOO?

VOO has been the more volatile fund at 11.8% annualized versus 10.8% for DIVG. Worst drawdown: DIVG -15.0% vs VOO -18.7%.

Should I hold both DIVG and VOO?

DIVG and VOO have a monthly-return correlation of 0.47, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between DIVG and VOO?

98.0% of DIVG's money is in holdings VOO also owns. 14.6% of VOO's is in holdings DIVG also owns. They hold 97 positions in common, counted across the 100 positions we hold weights for in DIVG and 504 in VOO.

Which pays a higher dividend, DIVG or VOO?

DIVG yields 2.98% while VOO yields 1.08%, so DIVG currently pays the higher dividend yield.

Is VOO better than DIVG?

VOO has a lower expense ratio. DIVG led over 1Y, VOO over the full window. DIVG is less concentrated, with 20.5% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.