DTD vs VOO
WisdomTree US Total Dividend Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. DTD offers more diversification with 801 holdings.
Side-by-Side Comparison
| Metric | DTD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.28% | 0.03% | |
| AUM | $1.7B | $997.4B | |
| Dividend Yield | 1.82% | 1.08% | |
| Holdings | 801 | 509 | |
| YTD Return | +14.82% | +12.63% | |
| 1Y Return | +19.98% | +20.89% | |
| 3Y Return (annualized) | +18.24% | +21.06% | |
| 5Y Return (annualized) | +11.87% | +12.62% | |
| Volatility (annualized) | 14.6% | 14.1% | |
| Max Drawdown | -60.2% | -34.3% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 16, 2006 | Sep 7, 2010 |
DTD vs VOO Performance
WisdomTree US Total Dividend Fund (DTD) is a ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DTD returned +19.98% while VOO returned +20.89%. Year to date, DTD is up 14.82% versus a gain of 12.63% for VOO.
Over three years, DTD compounded at +18.24% per year against +21.06% for VOO; over five years the annualized figures are +11.87% and +12.62% respectively. Across the full 16-year window we track, VOO has the edge at +13.44% annualized vs +7.55%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DTD has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -60.2% for DTD 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DTD charges 0.28% per year while VOO charges 0.03%. On a $10,000 position that is $28 vs $3 annually, a gap of $25 per year that compounds over a long holding period. On income, DTD currently yields 1.82% against 1.08% for VOO.
Holdings Overlap
DTD and VOO share 333 holdings out of 980 unique holdings combined, representing a 54.6% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, DTD or VOO?
DTD has an expense ratio of 0.28% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $25 per year of difference.
Which performed better, DTD or VOO?
Over the past year DTD returned +19.98% vs +20.89% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), DTD annualized +7.55% vs +13.44% for VOO. Past performance does not guarantee future results.
Which is riskier, DTD or VOO?
DTD has been the more volatile fund at 14.6% annualized versus 14.1% for VOO. Worst drawdown: DTD -60.2% vs VOO -34.3%.
Should I hold both DTD and VOO?
DTD and VOO have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between DTD and VOO?
DTD and VOO share 333 common holdings with a 54.6% weight overlap. Combined, they hold 980 unique securities.
Which pays a higher dividend, DTD or VOO?
DTD yields 1.82% while VOO yields 1.08%, so DTD currently pays the higher dividend yield.
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