DWAW vs VOO

DWAW vs VOO
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Quick Verdict

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

Lower Fees: VOOHigher Returns: DWAWMore Diversified: VOO

Side-by-Side Comparison

MetricDWAWVOOWinner
Expense Ratio1.23%0.03%
AUM$95M$997.4B
Dividend Yield0.68%1.08%
Holdings7509
YTD Return+15.15%+13.20%
1Y Return+23.77%+21.62%
3Y Return (annualized)+19.46%+22.16%
5Y Return (annualized)+8.27%+13.42%
Volatility (annualized)18.8%14.1%
Max Drawdown-31.6%-34.3%
Fund FamilyAdvisor SharesVanguard (US)
CategoryEquityEquity
InceptionDec 26, 2019Sep 7, 2010

DWAW vs VOO Performance

Advisorshares Dorsey Wright Fsm All Cap World Etf (DWAW) is a ETF from Advisor Shares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DWAW returned +23.77% while VOO returned +21.62%. Year to date, DWAW is up 15.15% versus a gain of 13.20% for VOO.

Over three years, DWAW compounded at +19.46% per year against +22.16% for VOO; over five years the annualized figures are +8.27% and +13.42% respectively. Across the full 7-year window we track, VOO has the edge at +13.51% annualized vs +12.08%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DWAW has been the more volatile fund, with annualized monthly volatility of 18.8% 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 -31.6% for DWAW 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DWAW charges 1.23% per year while VOO charges 0.03%. On a $10,000 position that is $123 vs $3 annually, a gap of $120 per year that compounds over a long holding period. On income, DWAW currently yields 0.68% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

DWAW and VOO share 0 holdings out of 511 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, DWAW or VOO?

DWAW has an expense ratio of 1.23% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $120 per year of difference.

Which performed better, DWAW or VOO?

Over the past year DWAW returned +23.77% vs +21.62% for VOO, so DWAW leads on 1-year performance. Over the longest common window we track (7 years), DWAW annualized +12.08% vs +13.51% for VOO. Past performance does not guarantee future results.

Which is riskier, DWAW or VOO?

DWAW has been the more volatile fund at 18.8% annualized versus 14.1% for VOO. Worst drawdown: DWAW -31.6% vs VOO -34.3%.

Should I hold both DWAW and VOO?

DWAW and VOO have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DWAW and VOO?

DWAW and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 511 unique securities.

Which pays a higher dividend, DWAW or VOO?

DWAW yields 0.68% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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