DIVY vs VOO
Sound Equity Dividend Income ETF vs Vanguard S&P 500 ETF
Which is better, DIVY or VOO?
Large Cap Value against Large Cap Blend.
VOO has a lower expense ratio. DIVY led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 37.7%.
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
| Metric | DIVY | VOO |
|---|---|---|
| Expense Ratio | 0.45% | 0.03%Best |
| AUM | $29M | $997.4B |
| Dividend Yield | 2.97% | 1.04% |
| Holdings | 37 | 509 |
| YTD Return | +14.99%Best | +14.14% |
| 1Y Return | +18.69%Best | +17.31% |
| 3Y Return (annualized) | +10.20% | +23.04%Best |
| 5Y Return (annualized) | +8.55% | +13.63%Best |
| Volatility (annualized) | 15.0%Tie | 15.0%Tie |
| Max Drawdown | -18.3%Best | -24.5% |
| $10,000 over 5 years | $15,071 | $18,944Best |
| Top 10 Weight | 37.7% | 37.6%Best |
| Fund Family | Sound Income Strategies | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Dec 30, 2020 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Dec 31, 2020 to Sep 22, 2026 (5.7 years).
DIVY 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 5.7 years both funds cover.
DIVY vs VOO Performance
Sound Equity Dividend Income ETF (DIVY) is an ETF from Sound Income Strategies and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year DIVY returned +18.69% while VOO returned +17.31%. Year to date, DIVY is up 14.99% versus a gain of 14.14% for VOO.
Over three years, DIVY compounded at +10.20% per year against +23.04% for VOO; over five years the annualized figures are +8.55% and +13.63% respectively. Across the full 6-year window we track, VOO has the edge at +15.14% annualized vs +11.39%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DIVY and VOO have been equally volatile, both at 15.0% annualized.
The deepest peak-to-trough decline in our data was -18.3% for DIVY and -24.5% 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 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
DIVY charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, DIVY currently yields 2.97% against 1.04% for VOO.
Holdings Overlap
63.8% of DIVY's money is in holdings VOO also owns. 3.6% of VOO's money is in holdings DIVY also owns.
The two portfolios partly overlap.
22 positions in common, counted across the 36 positions we hold weights for in DIVY and 494 in VOO, against full books of 37 and 509.
What only one of them owns
Our book lists 465 positions for VOO that do not appear in our book for DIVY (95.6% of the fund), and 11 for DIVY that do not appear in VOO (27.1%).
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
| Stock | Weight in DIVY | Weight in VOO | Difference |
|---|---|---|---|
| OMCOmnicom Group Inc. | 4.61% | 0.03% | 4.58% |
| ACNAccenture Plc | 4.31% | 0.16% | 4.15% |
| TBBAt&t Inc | 3.93% | 0.25% | 3.68% |
| CFGCitizens Financial Group Inc. | 3.93% | 0.05% | 3.88% |
| CSCOCisco Systems Inc. - Ordinary Shares | 2.88% | 0.71% | 2.17% |
| ESEversource Energ | 3.47% | 0.04% | 3.43% |
| UPSUnited Parcel Service, Inc | 3.21% | 0.12% | 3.09% |
| ABBVAbbvie Inc. | 2.62% | 0.69% | 1.93% |
| PFEPfizer Inc | 2.94% | 0.22% | 2.72% |
| SJMJ M Smucker Co/The | 3.13% | 0.02% | 3.11% |
63.8% of DIVY 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DIVY or VOO?
DIVY has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option, by $42 a year on a $10,000 investment.
Which performed better, DIVY or VOO?
Over the past year DIVY returned +18.69% vs +17.31% for VOO, so DIVY leads on 1-year performance. Over the longest common window we track (6 years), DIVY annualized +11.39% vs +15.14% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DIVY or VOO?
DIVY and VOO have been equally volatile, both at 15.0% annualized. Worst drawdown: DIVY -18.3% vs VOO -24.5%.
Should I hold both DIVY and VOO?
DIVY and VOO have a monthly-return correlation of 0.68, 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 DIVY and VOO?
63.8% of DIVY's money is in holdings VOO also owns. 3.6% of VOO's is in holdings DIVY also owns. They hold 22 positions in common, counted across the 36 positions we hold weights for in DIVY and 494 in VOO.
Which pays a higher dividend, DIVY or VOO?
DIVY yields 2.97% while VOO yields 1.04%, so DIVY currently pays the higher dividend yield.
Is VOO better than DIVY?
VOO has a lower expense ratio. DIVY led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 37.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.