DWAT vs VOO

DWAT vs VOO

Which is better, DWAT or VOO?

Allocation/Balanced against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window.

Lower Fees: VOOHigher Returns: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDWATVOO
Expense Ratio1.83%0.03%Best
AUM$2M$997.4B
Dividend Yield10.89%1.08%
Holdings12509
Volatility (annualized)12.8%Best15.2%
Max Drawdown-34.7%-34.3%Best
$10,000 over 10.7 years$16,582$32,954Best
Fund FamilyArrow Investment TrustVanguard (US)
CategoryAllocation/BalancedEquity
StyleAllocation/BalancedLarge Cap Blend
InceptionOct 1, 2014Sep 7, 2010

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 438 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. DWAT has data through Jun 23, 2025 and VOO through Sep 4, 2026.

Volatility and max drawdown, and the $10,000 over 10.7 years row, are measured over the window both funds cover: Oct 1, 2014 to Jun 23, 2025 (10.7 years).

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 12.8% for DWAT. 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 -34.7% for DWAT and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DWAT charges 1.83% per year while VOO charges 0.03%. On a $10,000 position that is $183 vs $3 annually, a gap of $180 per year that compounds over a long holding period. On income, DWAT currently yields 10.89% against 1.08% for VOO.

You are not choosing between two funds in isolation.

Whichever of DWAT and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DWATVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DWAT or VOO?

DWAT has an expense ratio of 1.83% while VOO charges 0.03%. VOO is the cheaper option, by $180 a year on a $10,000 investment.

Which is riskier, DWAT or VOO?

VOO has been the more volatile fund at 15.2% annualized versus 12.8% for DWAT. Worst drawdown: DWAT -34.7% vs VOO -34.3%.

Should I hold both DWAT and VOO?

DWAT and VOO have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, DWAT or VOO?

DWAT yields 10.89% while VOO yields 1.08%, so DWAT currently pays the higher dividend yield.

Is VOO better than DWAT?

VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.