DUBS vs VOO

Quick Verdict

VOO has a lower expense ratio. DUBS delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: DUBSMore Diversified: VOO

Side-by-Side Comparison

MetricDUBSVOOWinner
Expense Ratio0.41%0.03%
AUM$392M$979.0B
Dividend Yield2.00%1.09%
Holdings7509
YTD Return+14.82%+13.79%
1Y Return+25.05%+23.01%
3Y Return (annualized)+21.35%+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)12.2%14.1%
Max Drawdown-18.5%-34.3%
Fund FamilyAptus ETFsVanguard (US)
CategoryEquityEquity
InceptionJun 14, 2023Sep 7, 2010

DUBS vs VOO Performance

Aptus Large Cap Enhanced Yield ETF (DUBS) is a ETF from Aptus ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DUBS returned +25.05% while VOO returned +23.01%. Year to date, DUBS is up 14.82% versus a gain of 13.79% for VOO.

Over three years, DUBS compounded at +21.35% per year against +21.78% for VOO. Across the full 3-year window we track, DUBS has the edge at +21.03% annualized vs +13.57%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.2% for DUBS. 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 -18.5% for DUBS 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DUBS charges 0.41% per year while VOO charges 0.03%. On a $10,000 position that is $41 vs $3 annually, a gap of $38 per year that compounds over a long holding period. On income, DUBS currently yields 2.00% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

DUBS and VOO share 0 holdings out of 508 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, DUBS or VOO?

DUBS has an expense ratio of 0.41% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $38 per year of difference.

Which performed better, DUBS or VOO?

Over the past year DUBS returned +25.05% vs +23.01% for VOO, so DUBS leads on 1-year performance. Over the longest common window we track (3 years), DUBS annualized +21.03% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, DUBS or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 12.2% for DUBS. Worst drawdown: DUBS -18.5% vs VOO -34.3%.

Should I hold both DUBS and VOO?

DUBS and VOO have a monthly-return correlation of 0.99, 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 DUBS and VOO?

DUBS and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, DUBS or VOO?

DUBS yields 2.00% while VOO yields 1.09%, so DUBS currently pays the higher dividend yield.

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