DWM vs VOO
WisdomTree International Equity Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. DWM offers more diversification with 1,426 holdings.
Side-by-Side Comparison
| Metric | DWM | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.48% | 0.03% | |
| AUM | $693M | $997.4B | |
| Dividend Yield | 2.69% | 1.08% | |
| Holdings | 1,426 | 509 | |
| YTD Return | +11.68% | +13.20% | |
| 1Y Return | +18.80% | +21.62% | |
| 3Y Return (annualized) | +19.64% | +22.16% | |
| 5Y Return (annualized) | +10.85% | +13.42% | |
| Volatility (annualized) | 16.9% | 14.1% | |
| Max Drawdown | -64.3% | -34.3% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 16, 2006 | Sep 7, 2010 |
DWM vs VOO Performance
WisdomTree International Equity Fund (DWM) is a ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DWM returned +18.80% while VOO returned +21.62%. Year to date, DWM is up 11.68% versus a gain of 13.20% for VOO.
Over three years, DWM compounded at +19.64% per year against +22.16% for VOO; over five years the annualized figures are +10.85% and +13.42% respectively. Across the full 16-year window we track, VOO has the edge at +13.51% annualized vs +3.15%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DWM has been the more volatile fund, with annualized monthly volatility of 16.9% 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 -64.3% for DWM 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DWM charges 0.48% per year while VOO charges 0.03%. On a $10,000 position that is $48 vs $3 annually, a gap of $45 per year that compounds over a long holding period. On income, DWM currently yields 2.69% against 1.08% for VOO.
Holdings Overlap
DWM and VOO share 1 holdings out of 1718 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in DWM | Weight in VOO | Difference |
|---|---|---|---|
| ORCL | 0.05% | 0.39% | 0.34% |
Frequently Asked Questions
Which is cheaper, DWM or VOO?
DWM has an expense ratio of 0.48% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $45 per year of difference.
Which performed better, DWM or VOO?
Over the past year DWM returned +18.80% vs +21.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), DWM annualized +3.15% vs +13.51% for VOO. Past performance does not guarantee future results.
Which is riskier, DWM or VOO?
DWM has been the more volatile fund at 16.9% annualized versus 14.1% for VOO. Worst drawdown: DWM -64.3% vs VOO -34.3%.
Should I hold both DWM and VOO?
DWM and VOO have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DWM and VOO?
DWM and VOO share 1 common holdings with a 0.1% weight overlap. Combined, they hold 1718 unique securities.
Which pays a higher dividend, DWM or VOO?
DWM yields 2.69% while VOO yields 1.08%, so DWM currently pays the higher dividend yield.
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