VOO vs WDIV

Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricVOOWDIVWinner
Expense Ratio0.03%0.40%
AUM$979.0B$276M
Dividend Yield1.09%4.29%
Holdings509128
YTD Return+13.80%+13.75%
1Y Return+23.71%+23.50%
3Y Return (annualized)+21.50%+18.43%
5Y Return (annualized)+13.44%+9.36%
Volatility (annualized)14.1%14.7%
Max Drawdown-34.3%-44.5%
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryEquityEquity
InceptionSep 7, 2010May 29, 2013

VOO vs WDIV Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and State Street SPDR S&P Global Dividend ETF (WDIV) is a ETF from SPDR State Street Global Advisors. Over the past year VOO returned +23.71% while WDIV returned +23.50%. Year to date, VOO is up 13.80% versus a gain of 13.75% for WDIV.

Over three years, VOO compounded at +21.50% per year against +18.43% for WDIV; over five years the annualized figures are +13.44% and +9.36% respectively. Across the full 13-year window we track, VOO has the edge at +13.58% annualized vs +4.51%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WDIV has been the more volatile fund, with annualized monthly volatility of 14.7% 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 -34.3% for VOO and -44.5% for WDIV. 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

VOO charges 0.03% per year while WDIV charges 0.40%. On a $10,000 position that is $3 vs $40 annually, a gap of $37 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 4.29% for WDIV.

Holdings Overlap

0.8%overlap

VOO and WDIV share 6 holdings out of 593 unique holdings combined, representing a 0.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOOWeight in WDIVDifference
MO0.19%1.72%1.53%
VZ0.27%1.45%1.18%
PFE0.21%1.26%1.05%
EIXProProPro
OKEProProPro
AMCRProProPro
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Frequently Asked Questions

Which is cheaper, VOO or WDIV?

VOO has an expense ratio of 0.03% while WDIV charges 0.40%. VOO is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, VOO or WDIV?

Over the past year VOO returned +23.71% vs +23.50% for WDIV, so VOO leads on 1-year performance. Over the longest common window we track (13 years), VOO annualized +13.58% vs +4.51% for WDIV. Past performance does not guarantee future results.

Which is riskier, VOO or WDIV?

WDIV has been the more volatile fund at 14.7% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs WDIV -44.5%.

Should I hold both VOO and WDIV?

VOO and WDIV 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 VOO and WDIV?

VOO and WDIV share 6 common holdings with a 0.8% weight overlap. Combined, they hold 593 unique securities.

Which pays a higher dividend, VOO or WDIV?

VOO yields 1.09% while WDIV yields 4.29%, so WDIV currently pays the higher dividend yield.

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