DWUS vs VOO

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

MetricDWUSVOOWinner
Expense Ratio1.08%0.03%
AUM$115M$979.0B
Dividend Yield0.03%1.09%
Holdings3509
YTD Return+10.22%+13.11%
1Y Return+16.45%+22.88%
3Y Return (annualized)+17.22%+21.08%
5Y Return (annualized)+9.80%+13.26%
Volatility (annualized)18.3%14.1%
Max Drawdown-30.5%-34.3%
Fund FamilyAdvisor SharesVanguard (US)
CategoryEquityEquity
InceptionDec 26, 2019Sep 7, 2010

DWUS vs VOO Performance

Advisorshares Dorsey Wright Fsm Us Core Etf (DWUS) is a ETF from Advisor Shares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DWUS returned +16.45% while VOO returned +22.88%. Year to date, DWUS is up 10.22% versus a gain of 13.11% for VOO.

Over three years, DWUS compounded at +17.22% per year against +21.08% for VOO; over five years the annualized figures are +9.80% and +13.26% respectively. Across the full 7-year window we track, DWUS has the edge at +14.36% annualized vs +13.54%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DWUS has been the more volatile fund, with annualized monthly volatility of 18.3% 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 -30.5% for DWUS 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DWUS charges 1.08% per year while VOO charges 0.03%. On a $10,000 position that is $108 vs $3 annually, a gap of $105 per year that compounds over a long holding period. On income, DWUS currently yields 0.03% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

DWUS and VOO share 0 holdings out of 508 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, DWUS or VOO?

DWUS has an expense ratio of 1.08% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $105 per year of difference.

Which performed better, DWUS or VOO?

Over the past year DWUS returned +16.45% vs +22.88% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), DWUS annualized +14.36% vs +13.54% for VOO. Past performance does not guarantee future results.

Which is riskier, DWUS or VOO?

DWUS has been the more volatile fund at 18.3% annualized versus 14.1% for VOO. Worst drawdown: DWUS -30.5% vs VOO -34.3%.

Should I hold both DWUS and VOO?

DWUS and VOO have a monthly-return correlation of 0.92, 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 DWUS and VOO?

DWUS and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, DWUS or VOO?

DWUS yields 0.03% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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