DMCY vs VOO

DMCY vs VOO
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Quick Verdict

VOO has a lower expense ratio. DMCY delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: DMCYMore Diversified: VOO

Side-by-Side Comparison

MetricDMCYVOOWinner
Expense Ratio0.50%0.03%
AUM$5M$997.4B
Dividend Yield2.94%1.08%
Holdings5509
YTD Return+4.90%+13.20%
1Y Return+26.32%+21.62%
3Y Return (annualized)+14.13%+22.16%
5Y Return (annualized)-+13.42%
Volatility (annualized)14.7%14.1%
Max Drawdown-28.6%-34.3%
Fund FamilyDemocracy InvestmentsVanguard (US)
CategoryEquityEquity
InceptionMar 31, 2021Sep 7, 2010

DMCY vs VOO Performance

Democracy International Fund (DMCY) is a ETF from Democracy Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DMCY returned +26.32% while VOO returned +21.62%. Year to date, DMCY is up 4.90% versus a gain of 13.20% for VOO.

Over three years, DMCY compounded at +14.13% per year against +22.16% for VOO. Across the full 5-year window we track, VOO has the edge at +13.51% annualized vs +7.91%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DMCY has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 14.1% 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 -28.6% for DMCY 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DMCY 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, DMCY currently yields 2.94% against 1.08% for VOO.

Holdings Overlap

0.1%overlap

DMCY and VOO share 1 holdings out of 702 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DMCYWeight in VOODifference
NXPI0.41%0.11%0.30%

Frequently Asked Questions

Which is cheaper, DMCY or VOO?

DMCY has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, DMCY or VOO?

Over the past year DMCY returned +26.32% vs +21.62% for VOO, so DMCY leads on 1-year performance. Over the longest common window we track (5 years), DMCY annualized +7.91% vs +13.51% for VOO. Past performance does not guarantee future results.

Which is riskier, DMCY or VOO?

DMCY has been the more volatile fund at 14.7% annualized versus 14.1% for VOO. Worst drawdown: DMCY -28.6% vs VOO -34.3%.

Should I hold both DMCY and VOO?

DMCY and VOO have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DMCY and VOO?

DMCY and VOO share 1 common holdings with a 0.1% weight overlap. Combined, they hold 702 unique securities.

Which pays a higher dividend, DMCY or VOO?

DMCY yields 2.94% while VOO yields 1.08%, so DMCY currently pays the higher dividend yield.

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