DSMC vs VOO

DSMC vs VOO

Which is better, DSMC or VOO?

Small Cap Value against Large Cap Blend.

VOO has a lower expense ratio. DSMC led over 1Y, VOO over 3Y and the full window. DSMC is less concentrated, with 11.8% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: DSMC

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

MetricDSMCVOO
Expense Ratio0.55%0.03%Best
AUM$178M$997.4B
Dividend Yield1.05%1.04%
Holdings152509
YTD Return+21.80%Best+12.25%
1Y Return+20.99%Best+17.03%
3Y Return (annualized)+13.45%+21.25%Best
5Y Return (annualized)-+13.08%
Volatility (annualized)16.9%12.8%Best
Max Drawdown-28.6%-18.7%Best
$10,000 over 3.1 years$14,103$17,776Best
Top 10 Weight11.8%Best37.6%
Fund FamilyDistillate Capital EtfsVanguard (US)
CategoryEquityEquity
StyleSmall Cap ValueLarge Cap Blend
InceptionOct 5, 2022Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Aug 9, 2023 to Sep 17, 2026 (3.1 years).

DSMC 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 3.1 years both funds cover.

DSMC vs VOO Performance

Distillate Small/Mid Cash Flow ETF (DSMC) is an ETF from Distillate Capital Etfs and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year DSMC returned +20.99% while VOO returned +17.03%. Year to date, DSMC is up 21.80% versus a gain of 12.25% for VOO.

Over three years, DSMC compounded at +13.45% per year against +21.25% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DSMC has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 12.8% 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 DSMC 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 0.63. They move together some of the time, and apart the rest.

Fees and Cost Over Time

DSMC charges 0.55% per year while VOO charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, DSMC currently yields 1.05% against 1.04% for VOO.

Holdings Overlap

DSMC already in VOO10.1%
VOO already in DSMC0.2%

10.1% of DSMC's money is in holdings VOO also owns. 0.2% of VOO's money is in holdings DSMC also owns.

DSMC and VOO share little of their money.

10 positions in common, counted across the 151 positions we hold weights for in DSMC and 494 in VOO, against full books of 152 and 509.

What only one of them owns

Our book lists 477 positions for VOO that do not appear in our book for DSMC (99.0% of the fund), and 137 for DSMC that do not appear in VOO (87.5%).

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

StockWeight in DSMCWeight in VOODifference
IVZInvesco Plc1.23%0.02%1.21%
CDWCDW Corporation1.22%0.03%1.19%
ITGartner Inc.1.18%0.02%1.16%
APAApa Corp1.14%0.02%1.12%
GDDYGodaddy Inc. Class A1.04%0.02%1.02%
MASMasco Corp.0.92%0.02%0.90%
UHSUniversal Health Services Inc.0.89%0.01%0.88%
FDSFactset Research Systems Inc.0.89%0.01%0.88%
SWKSSkyworks Solutions Inc.0.86%0.01%0.85%
HRLHormel Foods Corp.0.74%0.01%0.73%

You are not choosing between two funds in isolation.

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

DSMCVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DSMC or VOO?

DSMC has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option, by $52 a year on a $10,000 investment.

Which performed better, DSMC or VOO?

Over the past year DSMC returned +20.99% vs +17.03% for VOO, so DSMC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DSMC or VOO?

DSMC has been the more volatile fund at 16.9% annualized versus 12.8% for VOO. Worst drawdown: DSMC -28.6% vs VOO -18.7%.

Should I hold both DSMC and VOO?

DSMC and VOO have a monthly-return correlation of 0.63, 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 DSMC and VOO?

10.1% of DSMC's money is in holdings VOO also owns. 0.2% of VOO's is in holdings DSMC also owns. They hold 10 positions in common, counted across the 151 positions we hold weights for in DSMC and 494 in VOO.

Which pays a higher dividend, DSMC or VOO?

DSMC yields 1.05% while VOO yields 1.04%, so DSMC currently pays the higher dividend yield.

Is VOO better than DSMC?

VOO has a lower expense ratio. DSMC led over 1Y, VOO over 3Y and the full window. DSMC is less concentrated, with 11.8% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.