DJD vs VOO
Invesco Dow Jones Industrial Average Dividend ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. DJD delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | DJD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.07% | 0.03% | |
| AUM | $502M | $997.4B | |
| Dividend Yield | 2.43% | 1.08% | |
| Holdings | 30 | 509 | |
| YTD Return | +16.36% | +14.27% | |
| 1Y Return | +24.95% | +21.79% | |
| 3Y Return (annualized) | +18.24% | +22.19% | |
| 5Y Return (annualized) | +11.21% | +13.28% | |
| Volatility (annualized) | 14.4% | 14.2% | |
| Max Drawdown | -35.4% | -34.3% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 16, 2015 | Sep 7, 2010 |
DJD vs VOO Performance
Invesco Dow Jones Industrial Average Dividend ETF (DJD) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DJD returned +24.95% while VOO returned +21.79%. Year to date, DJD is up 16.36% versus a gain of 14.27% for VOO.
Over three years, DJD compounded at +18.24% per year against +22.19% for VOO; over five years the annualized figures are +11.21% and +13.28% respectively. Across the full 11-year window we track, VOO has the edge at +13.59% annualized vs +10.88%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DJD has been the more volatile fund, with annualized monthly volatility of 14.4% compared with 14.2% for VOO. 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 -35.4% for DJD 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DJD charges 0.07% per year while VOO charges 0.03%. On a $10,000 position that is $7 vs $3 annually, a gap of $4 per year that compounds over a long holding period. On income, DJD currently yields 2.43% against 1.08% for VOO.
Holdings Overlap
DJD and VOO share 28 holdings out of 505 unique holdings combined, representing a 13.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DJD or VOO?
DJD has an expense ratio of 0.07% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $4 per year of difference.
Which performed better, DJD or VOO?
Over the past year DJD returned +24.95% vs +21.79% for VOO, so DJD leads on 1-year performance. Over the longest common window we track (11 years), DJD annualized +10.88% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, DJD or VOO?
DJD has been the more volatile fund at 14.4% annualized versus 14.2% for VOO. Worst drawdown: DJD -35.4% vs VOO -34.3%.
Should I hold both DJD and VOO?
DJD and VOO have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DJD and VOO?
DJD and VOO share 28 common holdings with a 13.8% weight overlap. Combined, they hold 505 unique securities.
Which pays a higher dividend, DJD or VOO?
DJD yields 2.43% while VOO yields 1.08%, so DJD currently pays the higher dividend yield.
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