TDV vs VOO

Quick Verdict

VOO has a lower expense ratio. TDV delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: TDVMore Diversified: VOO

Side-by-Side Comparison

MetricTDVVOOWinner
Expense Ratio0.45%0.03%
AUM$267M$979.0B
Dividend Yield1.01%1.09%
Holdings39509
YTD Return+19.26%+13.72%
1Y Return+23.75%+21.63%
3Y Return (annualized)+17.64%+21.55%
5Y Return (annualized)+12.13%+13.26%
Volatility (annualized)19.1%14.1%
Max Drawdown-32.8%-34.3%
Fund FamilyProSharesVanguard (US)
CategoryEquityEquity
InceptionNov 5, 2019Sep 7, 2010

TDV vs VOO Performance

ProShares S&P Technology Dividend Aristocrats ETF (TDV) is a ETF from ProShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year TDV returned +23.75% while VOO returned +21.63%. Year to date, TDV is up 19.26% versus a gain of 13.72% for VOO.

Over three years, TDV compounded at +17.64% per year against +21.55% for VOO; over five years the annualized figures are +12.13% and +13.26% respectively. Across the full 7-year window we track, TDV has the edge at +16.41% annualized vs +13.56%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TDV has been the more volatile fund, with annualized monthly volatility of 19.1% 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 -32.8% for TDV 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

TDV charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, TDV currently yields 1.01% against 1.09% for VOO.

Holdings Overlap

14.8%overlap

TDV and VOO share 25 holdings out of 518 unique holdings combined, representing a 14.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TDVWeight in VOODifference
AAPL2.93%6.59%3.66%
MSFT2.27%4.30%2.03%
AVGO2.32%2.77%0.45%
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KLACProProPro
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QCOMProProPro
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Frequently Asked Questions

Which is cheaper, TDV or VOO?

TDV has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, TDV or VOO?

Over the past year TDV returned +23.75% vs +21.63% for VOO, so TDV leads on 1-year performance. Over the longest common window we track (7 years), TDV annualized +16.41% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, TDV or VOO?

TDV has been the more volatile fund at 19.1% annualized versus 14.1% for VOO. Worst drawdown: TDV -32.8% vs VOO -34.3%.

Should I hold both TDV and VOO?

TDV and VOO have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between TDV and VOO?

TDV and VOO share 25 common holdings with a 14.8% weight overlap. Combined, they hold 518 unique securities.

Which pays a higher dividend, TDV or VOO?

TDV yields 1.01% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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