DMAX vs VOO

DMAX vs VOO

Which is better, DMAX or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.93.

Lower Fees: VOOHigher Returns: VOO

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

MetricDMAXVOO
Expense Ratio0.50%0.03%Best
AUM$136M$997.4B
Dividend Yield0.87%1.04%
Holdings7509
YTD Return+3.94%+12.37%Best
1Y Return+5.18%+16.61%Best
3Y Return (annualized)-+21.37%
5Y Return (annualized)-+13.49%
Volatility (annualized)2.6%Best13.0%
Max Drawdown-3.4%Best-18.7%
$10,000 over 1.7 years$11,073$13,280Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryAlternativeEquity
Style-Large Cap Blend
InceptionDec 31, 2024Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jan 2, 2025 to Sep 18, 2026 (1.7 years).

DMAX 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 1.7 years both funds cover.

DMAX vs VOO Performance

iShares Large Cap Max Buffer Dec ETF (DMAX) is an ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year DMAX returned +5.18% while VOO returned +16.61%. Year to date, DMAX is up 3.94% versus a gain of 12.37% 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 13.0% compared with 2.6% for DMAX. 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 -3.4% for DMAX 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DMAX charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, DMAX currently yields 0.87% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 3 holdings in DMAX and 494 in VOO, totalling 107.0% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 3 positions we hold weights for in DMAX and 494 in VOO, against full books of 7 and 509.

You are not choosing between two funds in isolation.

Whichever of DMAX and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DMAXVOO

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Frequently Asked Questions

Which is cheaper, DMAX or VOO?

DMAX has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, DMAX or VOO?

Over the past year DMAX returned +5.18% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), DMAX annualized +6.18% vs +18.16% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DMAX or VOO?

VOO has been the more volatile fund at 13.0% annualized versus 2.6% for DMAX. Worst drawdown: DMAX -3.4% vs VOO -18.7%.

Should I hold both DMAX and VOO?

DMAX and VOO have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, DMAX or VOO?

DMAX yields 0.87% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than DMAX?

VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.93. Which one suits a particular account depends on what it is for. This is information, not a recommendation.