EMDV vs VOO

EMDV vs VOO

Which is better, EMDV or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. EMDV is less concentrated, with 23.4% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: EMDV

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

MetricEMDVVOO
Expense Ratio0.60%0.03%Best
AUM$7M$997.4B
Dividend Yield1.88%1.04%
Holdings49509
YTD Return-2.14%+13.21%Best
1Y Return+1.20%+17.37%Best
3Y Return (annualized)+3.60%+22.66%Best
5Y Return (annualized)-2.70%+13.14%Best
Volatility (annualized)16.1%15.0%Best
Max Drawdown-39.2%-34.3%Best
$10,000 over 5 years$8,721$18,539Best
Top 10 Weight23.4%Best37.6%
Fund FamilyProSharesVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJan 25, 2016Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Jan 27, 2016 to Sep 24, 2026 (10.7 years).

EMDV vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 10.7 years both funds cover.

EMDV vs VOO Performance

ProShares MSCI Emerging Markets Dividend Growers ETF (EMDV) is an ETF from ProShares and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year EMDV returned +1.20% while VOO returned +17.37%. Year to date, EMDV is down 2.14% versus a gain of 13.21% for VOO.

Over three years, EMDV compounded at +3.60% per year against +22.66% for VOO; over five years the annualized figures are -2.70% and +13.14% respectively. Across the full 11-year window we track, VOO has the edge at +14.99% annualized vs +3.42%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EMDV has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 15.0% 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 -39.2% for EMDV 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 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

EMDV charges 0.60% per year while VOO charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, EMDV currently yields 1.88% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 46 holdings in EMDV and 494 in VOO, totalling 99.4% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 46 positions we hold weights for in EMDV and 494 in VOO, against full books of 49 and 509.

What only one of them owns

Our book lists 487 positions for VOO that do not appear in our book for EMDV (99.2% of the fund), and 1 for EMDV that do not appear in VOO (2.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

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

EMDVVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EMDV or VOO?

EMDV has an expense ratio of 0.60% while VOO charges 0.03%. VOO is the cheaper option, by $57 a year on a $10,000 investment.

Which performed better, EMDV or VOO?

Over the past year EMDV returned +1.20% vs +17.37% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (11 years), EMDV annualized +3.42% vs +14.99% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EMDV or VOO?

EMDV has been the more volatile fund at 16.1% annualized versus 15.0% for VOO. Worst drawdown: EMDV -39.2% vs VOO -34.3%.

Should I hold both EMDV and VOO?

EMDV and VOO have a monthly-return correlation of 0.56, 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, EMDV or VOO?

EMDV yields 1.88% while VOO yields 1.04%, so EMDV currently pays the higher dividend yield.

Is VOO better than EMDV?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. EMDV is less concentrated, with 23.4% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.