DUKH vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricDUKHVOOWinner
Expense Ratio1.07%0.03%
AUM$24M$979.0B
Dividend Yield5.64%1.09%
Holdings8509
YTD Return-0.41%+13.79%
1Y Return+2.58%+23.01%
3Y Return (annualized)-+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)4.2%14.1%
Max Drawdown-5.7%-34.3%
Fund FamilyOcean Park Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionJul 10, 2024Sep 7, 2010

DUKH vs VOO Performance

Ocean Park High Income ETF (DUKH) is a ETF from Ocean Park Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DUKH returned +2.58% while VOO returned +23.01%. Year to date, DUKH is down 0.41% versus a gain of 13.79% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 4.2% for DUKH. 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 -5.7% for DUKH 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DUKH charges 1.07% per year while VOO charges 0.03%. On a $10,000 position that is $107 vs $3 annually, a gap of $104 per year that compounds over a long holding period. On income, DUKH currently yields 5.64% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

DUKH and VOO share 0 holdings out of 511 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, DUKH or VOO?

DUKH has an expense ratio of 1.07% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $104 per year of difference.

Which performed better, DUKH or VOO?

Over the past year DUKH returned +2.58% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), DUKH annualized +2.89% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, DUKH or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 4.2% for DUKH. Worst drawdown: DUKH -5.7% vs VOO -34.3%.

Should I hold both DUKH and VOO?

DUKH and VOO have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DUKH and VOO?

DUKH and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 511 unique securities.

Which pays a higher dividend, DUKH or VOO?

DUKH yields 5.64% while VOO yields 1.09%, so DUKH currently pays the higher dividend yield.

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