DUKQ vs VOO

DUKQ vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricDUKQVOOWinner
Expense Ratio0.98%0.03%
AUM$14M$997.4B
Dividend Yield0.32%1.08%
Holdings14509
YTD Return+14.03%+12.25%
1Y Return+20.78%+20.92%
3Y Return (annualized)-+21.79%
5Y Return (annualized)-+13.05%
Volatility (annualized)14.5%14.1%
Max Drawdown-18.4%-34.3%
Fund FamilyOcean Park Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionJul 10, 2024Sep 7, 2010

DUKQ vs VOO Performance

Ocean Park Domestic ETF (DUKQ) 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 DUKQ returned +20.78% while VOO returned +20.92%. Year to date, DUKQ is up 14.03% versus a gain of 12.25% for VOO.

Risk: Volatility and Drawdowns

DUKQ has been the more volatile fund, with annualized monthly volatility of 14.5% 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 -18.4% for DUKQ 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DUKQ charges 0.98% per year while VOO charges 0.03%. On a $10,000 position that is $98 vs $3 annually, a gap of $95 per year that compounds over a long holding period. On income, DUKQ currently yields 0.32% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

DUKQ and VOO share 0 holdings out of 517 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, DUKQ or VOO?

DUKQ has an expense ratio of 0.98% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $95 per year of difference.

Which performed better, DUKQ or VOO?

Over the past year DUKQ returned +20.78% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), DUKQ annualized +12.09% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, DUKQ or VOO?

DUKQ has been the more volatile fund at 14.5% annualized versus 14.1% for VOO. Worst drawdown: DUKQ -18.4% vs VOO -34.3%.

Should I hold both DUKQ and VOO?

DUKQ and VOO have a monthly-return correlation of 0.90, 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 DUKQ and VOO?

DUKQ and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 517 unique securities.

Which pays a higher dividend, DUKQ or VOO?

DUKQ yields 0.32% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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