VOO vs WDTE
Vanguard S&P 500 ETF vs Defiance S&P 500 Weekly Distribution ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | VOO | WDTE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.03% | |
| AUM | $979.0B | $66M | |
| Dividend Yield | 1.09% | 51.34% | |
| Holdings | 509 | 5 | |
| YTD Return | +13.79% | +12.75% | |
| 1Y Return | +23.01% | +19.41% | |
| 3Y Return (annualized) | +21.78% | +14.81% | |
| 5Y Return (annualized) | +13.39% | - | |
| Volatility (annualized) | 14.1% | 10.5% | |
| Max Drawdown | -34.3% | -15.8% | |
| Fund Family | Vanguard (US) | Defiance ETFs, LLC | |
| Category | Equity | Alternative | |
| Inception | Sep 7, 2010 | Sep 18, 2023 |
VOO vs WDTE Performance
Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Defiance S&P 500 Weekly Distribution ETF (WDTE) is a ETF from Defiance ETFs, LLC. Over the past year VOO returned +23.01% while WDTE returned +19.41%. Year to date, VOO is up 13.79% versus a gain of 12.75% for WDTE.
Over three years, VOO compounded at +21.78% per year against +14.81% for WDTE. Across the full 3-year window we track, WDTE has the edge at +14.81% annualized vs +13.57%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 10.5% for WDTE. 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 -15.8% for WDTE. 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
VOO charges 0.03% per year while WDTE charges 1.03%. On a $10,000 position that is $3 vs $103 annually, a gap of $100 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 51.34% for WDTE.
Holdings Overlap
VOO and WDTE share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, VOO or WDTE?
VOO has an expense ratio of 0.03% while WDTE charges 1.03%. VOO is the cheaper option. On a $10,000 investment, that is $100 per year of difference.
Which performed better, VOO or WDTE?
Over the past year VOO returned +23.01% vs +19.41% for WDTE, so VOO leads on 1-year performance. Over the longest common window we track (3 years), VOO annualized +13.57% vs +14.81% for WDTE. Past performance does not guarantee future results.
Which is riskier, VOO or WDTE?
VOO has been the more volatile fund at 14.1% annualized versus 10.5% for WDTE. Worst drawdown: VOO -34.3% vs WDTE -15.8%.
Should I hold both VOO and WDTE?
VOO and WDTE 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 VOO and WDTE?
VOO and WDTE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, VOO or WDTE?
VOO yields 1.09% while WDTE yields 51.34%, so WDTE currently pays the higher dividend yield.
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