DTH vs VOO

DTH vs VOO

Which is better, DTH or VOO?

Large Cap Value against Large Cap Blend.

VOO has a lower expense ratio. DTH led over 1Y, 3Y and 5Y, VOO over the full window. DTH is less concentrated, with 20.4% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: DTH

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

MetricDTHVOO
Expense Ratio0.58%0.03%Best
AUM$663M$997.4B
Dividend Yield3.79%1.08%
Holdings575509
YTD Return+16.30%Best+13.37%
1Y Return+25.96%Best+20.08%
3Y Return (annualized)+22.13%Best+21.29%
5Y Return (annualized)+13.37%Best+12.89%
Volatility (annualized)15.8%14.1%Best
Max Drawdown-49.1%-34.3%Best
$10,000 over 5 years$18,728Best$18,335
Top 10 Weight20.4%Best36.4%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJun 16, 2006Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 4, 2026 (16 years).

DTH 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 16 years both funds cover.

DTH vs VOO Performance

WisdomTree International High Dividend Fund (DTH) is an ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year DTH returned +25.96% while VOO returned +20.08%. Year to date, DTH is up 16.30% versus a gain of 13.37% for VOO.

Over three years, DTH compounded at +22.13% per year against +21.29% for VOO; over five years the annualized figures are +13.37% and +12.89% respectively. Across the full 16-year window we track, VOO has the edge at +13.48% annualized vs +4.39%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DTH has been the more volatile fund, with annualized monthly volatility of 15.8% 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 -49.1% for DTH and -34.3% 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DTH charges 0.58% per year while VOO charges 0.03%. On a $10,000 position that is $58 vs $3 annually, a gap of $55 per year that compounds over a long holding period. On income, DTH currently yields 3.79% against 1.08% for VOO.

Holdings Overlap

DTH already in VOO0.2%

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

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

1 positions in common, counted across the 556 positions we hold weights for in DTH and 505 in VOO, against full books of 575 and 509.

What only one of them owns

Our book lists 496 positions for VOO that do not appear in our book for DTH (99.5% of the fund), and 17 for DTH that do not appear in VOO (5.5%).

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 DTHWeight in VOODifference
APAApa Corp0.17%0.02%0.15%

You are not choosing between two funds in isolation.

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

DTHVOO

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Frequently Asked Questions

Which is cheaper, DTH or VOO?

DTH has an expense ratio of 0.58% while VOO charges 0.03%. VOO is the cheaper option, by $55 a year on a $10,000 investment.

Which performed better, DTH or VOO?

Over the past year DTH returned +25.96% vs +20.08% for VOO, so DTH leads on 1-year performance. Over the longest common window we track (16 years), DTH annualized +4.39% vs +13.48% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DTH or VOO?

DTH has been the more volatile fund at 15.8% annualized versus 14.1% for VOO. Worst drawdown: DTH -49.1% vs VOO -34.3%.

Should I hold both DTH and VOO?

DTH and VOO have a monthly-return correlation of 0.74, 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, DTH or VOO?

DTH yields 3.79% while VOO yields 1.08%, so DTH currently pays the higher dividend yield.

Is VOO better than DTH?

VOO has a lower expense ratio. DTH led over 1Y, 3Y and 5Y, VOO over the full window. DTH is less concentrated, with 20.4% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.