DVYE vs VOO

DVYE vs VOO
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Quick Verdict

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

Lower Fees: VOOHigher Returns: DVYEMore Diversified: VOO

Side-by-Side Comparison

MetricDVYEVOOWinner
Expense Ratio0.50%0.03%
AUM$1.2B$997.4B
Dividend Yield4.79%1.08%
Holdings142509
YTD Return+11.94%+13.20%
1Y Return+24.27%+21.62%
3Y Return (annualized)+22.88%+22.16%
5Y Return (annualized)+6.90%+13.42%
Volatility (annualized)17.2%14.1%
Max Drawdown-55.4%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionFeb 23, 2012Sep 7, 2010

DVYE vs VOO Performance

iShares Emerging Markets Dividend ETF (DVYE) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DVYE returned +24.27% while VOO returned +21.62%. Year to date, DVYE is up 11.94% versus a gain of 13.20% for VOO.

Over three years, DVYE compounded at +22.88% per year against +22.16% for VOO; over five years the annualized figures are +6.90% and +13.42% respectively. Across the full 15-year window we track, VOO has the edge at +13.51% annualized vs -0.08%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DVYE has been the more volatile fund, with annualized monthly volatility of 17.2% 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 -55.4% for DVYE 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DVYE charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, DVYE currently yields 4.79% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

DVYE and VOO share 0 holdings out of 613 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, DVYE or VOO?

DVYE has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, DVYE or VOO?

Over the past year DVYE returned +24.27% vs +21.62% for VOO, so DVYE leads on 1-year performance. Over the longest common window we track (15 years), DVYE annualized -0.08% vs +13.51% for VOO. Past performance does not guarantee future results.

Which is riskier, DVYE or VOO?

DVYE has been the more volatile fund at 17.2% annualized versus 14.1% for VOO. Worst drawdown: DVYE -55.4% vs VOO -34.3%.

Should I hold both DVYE and VOO?

DVYE and VOO have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DVYE and VOO?

DVYE and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 613 unique securities.

Which pays a higher dividend, DVYE or VOO?

DVYE yields 4.79% while VOO yields 1.08%, so DVYE currently pays the higher dividend yield.

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