DVQQ vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: DVQQMore Diversified: VOO

Side-by-Side Comparison

MetricDVQQVOOWinner
Expense Ratio0.94%0.03%
AUM$2M$979.0B
Dividend Yield0.03%1.09%
Holdings4509
YTD Return+16.65%+13.72%
1Y Return+23.19%+21.63%
3Y Return (annualized)-+21.55%
5Y Return (annualized)-+13.26%
Volatility (annualized)23.5%14.1%
Max Drawdown-25.1%-34.3%
Fund FamilyWEBs InvestmentsVanguard (US)
CategoryEquityEquity
InceptionDec 16, 2024Sep 7, 2010

DVQQ vs VOO Performance

WEBs QQQ Defined Volatility ETF (DVQQ) is a ETF from WEBs Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DVQQ returned +23.19% while VOO returned +21.63%. Year to date, DVQQ is up 16.65% versus a gain of 13.72% for VOO.

Risk: Volatility and Drawdowns

DVQQ has been the more volatile fund, with annualized monthly volatility of 23.5% 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 -25.1% for DVQQ 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DVQQ charges 0.94% per year while VOO charges 0.03%. On a $10,000 position that is $94 vs $3 annually, a gap of $91 per year that compounds over a long holding period. On income, DVQQ currently yields 0.03% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

DVQQ and VOO share 0 holdings out of 506 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, DVQQ or VOO?

DVQQ has an expense ratio of 0.94% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, DVQQ or VOO?

Over the past year DVQQ returned +23.19% vs +21.63% for VOO, so DVQQ leads on 1-year performance. Over the longest common window we track (2 years), DVQQ annualized +15.39% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, DVQQ or VOO?

DVQQ has been the more volatile fund at 23.5% annualized versus 14.1% for VOO. Worst drawdown: DVQQ -25.1% vs VOO -34.3%.

Should I hold both DVQQ and VOO?

DVQQ and VOO have a monthly-return correlation of 0.92, 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 DVQQ and VOO?

DVQQ and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, DVQQ or VOO?

DVQQ yields 0.03% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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