DVDN vs VOO
Kingsbarn Dividend Opportunity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | DVDN | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.65% | 0.03% | |
| AUM | $3M | $997.4B | |
| Dividend Yield | 14.01% | 1.08% | |
| Holdings | 19 | 509 | |
| YTD Return | -11.75% | +14.27% | |
| 1Y Return | -19.73% | +21.79% | |
| 3Y Return (annualized) | - | +22.19% | |
| 5Y Return (annualized) | - | +13.28% | |
| Volatility (annualized) | 15.2% | 14.2% | |
| Max Drawdown | -34.6% | -34.3% | |
| Fund Family | Kingsbarn Capital Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 17, 2023 | Sep 7, 2010 |
DVDN vs VOO Performance
Kingsbarn Dividend Opportunity ETF (DVDN) is a ETF from Kingsbarn Capital Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DVDN returned -19.73% while VOO returned +21.79%. Year to date, DVDN is down 11.75% versus a gain of 14.27% for VOO.
Risk: Volatility and Drawdowns
DVDN has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 14.2% 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 -34.6% for DVDN 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DVDN charges 1.65% per year while VOO charges 0.03%. On a $10,000 position that is $165 vs $3 annually, a gap of $162 per year that compounds over a long holding period. On income, DVDN currently yields 14.01% against 1.08% for VOO.
Holdings Overlap
DVDN and VOO share 0 holdings out of 522 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, DVDN or VOO?
DVDN has an expense ratio of 1.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $162 per year of difference.
Which performed better, DVDN or VOO?
Over the past year DVDN returned -19.73% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), DVDN annualized -4.98% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, DVDN or VOO?
DVDN has been the more volatile fund at 15.2% annualized versus 14.2% for VOO. Worst drawdown: DVDN -34.6% vs VOO -34.3%.
Should I hold both DVDN and VOO?
DVDN and VOO have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DVDN and VOO?
DVDN and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 522 unique securities.
Which pays a higher dividend, DVDN or VOO?
DVDN yields 14.01% while VOO yields 1.08%, so DVDN currently pays the higher dividend yield.
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