DMCY vs. VOO
Compare and contrast key facts about Democracy International Fund ETF (DMCY) and Vanguard S&P 500 ETF (VOO).
DMCY and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DMCY is a passively managed fund by Democracy Investment Management LLC that tracks the performance of the Democracy Investments International Index - Benchmark TR Net. It was launched on Mar 31, 2021. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both DMCY and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DMCY or VOO.
Key characteristics
| DMCY | VOO | |
|---|---|---|
| YTD Return | 2.06% | 6.68% |
| 1Y Return | 10.63% | 26.39% |
| 3Y Return (Ann) | 1.46% | 8.30% |
| Sharpe Ratio | 0.74 | 2.06 |
| Daily Std Dev | 12.30% | 11.84% |
| Max Drawdown | -28.61% | -33.99% |
| Current Drawdown | -2.59% | -3.50% |
Correlation
The correlation between DMCY and VOO is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DMCY vs. VOO - Performance Comparison
In the year-to-date period, DMCY achieves a 2.06% return, which is significantly lower than VOO's 6.68% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DMCY vs. VOO - Expense Ratio Comparison
DMCY has a 0.50% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
DMCY vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Democracy International Fund ETF (DMCY) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DMCY vs. VOO - Dividend Comparison
DMCY's dividend yield for the trailing twelve months is around 2.90%, more than VOO's 1.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DMCY Democracy International Fund ETF | 2.90% | 3.02% | 2.64% | 2.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
DMCY vs. VOO - Drawdown Comparison
The maximum DMCY drawdown since its inception was -28.61%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DMCY and VOO. For additional features, visit the drawdowns tool.
Volatility
DMCY vs. VOO - Volatility Comparison
The current volatility for Democracy International Fund ETF (DMCY) is 3.25%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.55%. This indicates that DMCY experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.