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

MetricDVREVOOWinner
Expense Ratio0.89%0.03%
AUM$257,501$979.0B
Dividend Yield0.89%1.09%
Holdings4509
YTD Return+13.58%+13.80%
1Y Return+6.38%+23.71%
3Y Return (annualized)-+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)22.7%14.1%
Max Drawdown-15.9%-34.3%
Fund FamilyWEBs InvestmentsVanguard (US)
CategoryEquityEquity
InceptionJul 22, 2025Sep 7, 2010

DVRE vs VOO Performance

WEBs Real Estate XLRE Defined Volatility ETF (DVRE) is a ETF from WEBs Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DVRE returned +6.38% while VOO returned +23.71%. Year to date, DVRE is up 13.58% versus a gain of 13.80% for VOO.

Risk: Volatility and Drawdowns

DVRE has been the more volatile fund, with annualized monthly volatility of 22.7% 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 -15.9% for DVRE 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 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DVRE charges 0.89% per year while VOO charges 0.03%. On a $10,000 position that is $89 vs $3 annually, a gap of $86 per year that compounds over a long holding period. On income, DVRE currently yields 0.89% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

DVRE 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, DVRE or VOO?

DVRE has an expense ratio of 0.89% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $86 per year of difference.

Which performed better, DVRE or VOO?

Over the past year DVRE returned +6.38% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), DVRE annualized +0.49% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, DVRE or VOO?

DVRE has been the more volatile fund at 22.7% annualized versus 14.1% for VOO. Worst drawdown: DVRE -15.9% vs VOO -34.3%.

Should I hold both DVRE and VOO?

DVRE and VOO have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DVRE and VOO?

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

Which pays a higher dividend, DVRE or VOO?

DVRE yields 0.89% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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