DMX vs VOO

DMX vs VOO

Which is better, DMX or VOO?

Investment Grade Bond against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window.

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

MetricDMXVOO
Expense Ratio0.50%0.03%Best
AUM$108M$997.4B
Dividend Yield5.84%1.04%
Holdings629509
YTD Return+2.04%+14.14%Best
1Y Return+3.66%+17.31%Best
3Y Return (annualized)-+23.04%
5Y Return (annualized)-+13.63%
Volatility (annualized)1.8%Best12.6%
Max Drawdown-2.6%Best-18.7%
$10,000 over 1.8 years$10,937$13,115Best
Fund FamilyDoubleLine FundsVanguard (US)
CategoryFixed IncomeEquity
StyleInvestment Grade BondLarge Cap Blend
InceptionNov 29, 2024Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 3, 2024 to Sep 22, 2026 (1.8 years).

DMX 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 1.8 years both funds cover.

DMX vs VOO Performance

DoubleLine Multi-Sector Income ETF (DMX) is an ETF from DoubleLine Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year DMX returned +3.66% while VOO returned +17.31%. Year to date, DMX is up 2.04% versus a gain of 14.14% 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 12.6% compared with 1.8% for DMX. 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 -2.6% for DMX 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DMX 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, DMX currently yields 5.84% against 1.04% for VOO.

Holdings Overlap

VOO already in DMX0.5%

At least 0.5% of VOO's money is in holdings DMX also owns.

Stated as a floor: for DMX, our book for it covers 32.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

3 positions in common, counted across the 185 positions we hold weights for in DMX and 494 in VOO, against full books of 629 and 509.

Top Shared Holdings

StockWeight in DMXWeight in VOODifference
CCitigroup Inc 6.875 11/73 6.88 2173-11-150.13%0.34%0.21%
BKBank Of New York Mellon Corp Preferred Shs Depositoty Receipt Repr 1/100Th Pfd Shs Series M, 5.62%, 06/20/990.19%0.17%0.02%
DVATotal Renal Care Holdings0.06%0.01%0.05%

You are not choosing between two funds in isolation.

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

DMXVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DMX or VOO?

DMX 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, DMX or VOO?

Over the past year DMX returned +3.66% vs +17.31% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), DMX annualized +5.10% vs +16.26% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DMX or VOO?

VOO has been the more volatile fund at 12.6% annualized versus 1.8% for DMX. Worst drawdown: DMX -2.6% vs VOO -18.7%.

Should I hold both DMX and VOO?

DMX and VOO have a monthly-return correlation of 0.73, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, DMX or VOO?

DMX yields 5.84% while VOO yields 1.04%, so DMX currently pays the higher dividend yield.

Is VOO better than DMX?

VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.