DWSH vs VOO

DWSH vs VOO
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Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricDWSHVOOWinner
Expense Ratio6.22%0.03%
AUM$6M$997.4B
Dividend Yield6.98%1.08%
Holdings101509
YTD Return-15.76%+12.73%
1Y Return-13.89%+20.59%
3Y Return (annualized)-7.54%+21.70%
5Y Return (annualized)-4.92%+12.87%
Volatility (annualized)30.6%14.1%
Max Drawdown-84.4%-34.3%
Fund FamilyAdvisor SharesVanguard (US)
CategoryAlternativeEquity
InceptionJul 10, 2018Sep 7, 2010

DWSH vs VOO Performance

AdvisorShares Dorsey Wright Short ETF (DWSH) is a ETF from Advisor Shares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DWSH returned -13.89% while VOO returned +20.59%. Year to date, DWSH is down 15.76% versus a gain of 12.73% for VOO.

Over three years, DWSH compounded at -7.54% per year against +21.70% for VOO; over five years the annualized figures are -4.92% and +12.87% respectively. Across the full 8-year window we track, VOO has the edge at +13.47% annualized vs -14.87%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DWSH has been the more volatile fund, with annualized monthly volatility of 30.6% 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 -84.4% for DWSH 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 -0.80. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DWSH charges 6.22% per year while VOO charges 0.03%. On a $10,000 position that is $622 vs $3 annually, a gap of $619 per year that compounds over a long holding period. On income, DWSH currently yields 6.98% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

DWSH and VOO share 52 holdings out of 552 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DWSHWeight in VOODifference
NFLX-1.04%0.47%1.51%
CRM-0.81%0.20%1.01%
CMG-0.83%0.07%0.90%
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Frequently Asked Questions

Which is cheaper, DWSH or VOO?

DWSH has an expense ratio of 6.22% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $619 per year of difference.

Which performed better, DWSH or VOO?

Over the past year DWSH returned -13.89% vs +20.59% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), DWSH annualized -14.87% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, DWSH or VOO?

DWSH has been the more volatile fund at 30.6% annualized versus 14.1% for VOO. Worst drawdown: DWSH -84.4% vs VOO -34.3%.

Should I hold both DWSH and VOO?

DWSH and VOO have a monthly-return correlation of -0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DWSH and VOO?

DWSH and VOO share 52 common holdings with a 0.0% weight overlap. Combined, they hold 552 unique securities.

Which pays a higher dividend, DWSH or VOO?

DWSH yields 6.98% while VOO yields 1.08%, so DWSH currently pays the higher dividend yield.

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