DWMF vs VOO
WisdomTree International Multifactor Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | DWMF | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.42% | 0.03% | |
| AUM | $34M | $979.0B | |
| Dividend Yield | 3.07% | 1.09% | |
| Holdings | 201 | 509 | |
| YTD Return | +7.34% | +14.48% | |
| 1Y Return | +10.85% | +22.02% | |
| 3Y Return (annualized) | +14.99% | +21.80% | |
| 5Y Return (annualized) | +8.71% | +13.36% | |
| Volatility (annualized) | 11.3% | 14.2% | |
| Max Drawdown | -29.7% | -34.3% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 10, 2018 | Sep 7, 2010 |
DWMF vs VOO Performance
WisdomTree International Multifactor Fund (DWMF) is a ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DWMF returned +10.85% while VOO returned +22.02%. Year to date, DWMF is up 7.34% versus a gain of 14.48% for VOO.
Over three years, DWMF compounded at +14.99% per year against +21.80% for VOO; over five years the annualized figures are +8.71% and +13.36% respectively. Across the full 8-year window we track, VOO has the edge at +13.61% annualized vs +6.75%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 11.3% for DWMF. 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 -29.7% for DWMF 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DWMF charges 0.42% per year while VOO charges 0.03%. On a $10,000 position that is $42 vs $3 annually, a gap of $39 per year that compounds over a long holding period. On income, DWMF currently yields 3.07% against 1.09% for VOO.
Holdings Overlap
DWMF and VOO share 1 holdings out of 704 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 DWMF | Weight in VOO | Difference |
|---|---|---|---|
| DTEG.N:BE | 0.46% | 0.05% | 0.41% |
Frequently Asked Questions
Which is cheaper, DWMF or VOO?
DWMF has an expense ratio of 0.42% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
Which performed better, DWMF or VOO?
Over the past year DWMF returned +10.85% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), DWMF annualized +6.75% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, DWMF or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 11.3% for DWMF. Worst drawdown: DWMF -29.7% vs VOO -34.3%.
Should I hold both DWMF and VOO?
DWMF and VOO have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DWMF and VOO?
DWMF and VOO share 1 common holdings with a 0.1% weight overlap. Combined, they hold 704 unique securities.
Which pays a higher dividend, DWMF or VOO?
DWMF yields 3.07% while VOO yields 1.09%, so DWMF currently pays the higher dividend yield.
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