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IPDP vs. VOO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IPDP vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dividend Performers ETF (IPDP) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IPDP

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*

VOO

1D
-0.53%
1M
0.35%
6M
9.07%
YTD
10.72%
1Y
21.71%
3Y*
20.11%
5Y*
13.31%
10Y*
15.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IPDP vs. VOO - Yearly Performance Comparison


IPDP vs. VOO - Sectors Allocation Comparison


Sectors
IPDP
VOO

Industrials

43.0%
7.4%

Financial Services

18.6%
10.9%

Healthcare

13.6%
8.3%

Technology

13.1%
39.2%

Consumer Defensive

3.9%
4.5%

Basic Materials

3.6%
1.8%

Consumer Cyclical

3.6%
9.8%

Communication Services

-

10.3%

Energy

-

3.2%

Real Estate

-

1.8%

Utilities

-

2.5%

Industrials

IPDP
43.0%
VOO
7.4%

Financial Services

IPDP
18.6%
VOO
10.9%

Healthcare

IPDP
13.6%
VOO
8.3%

Technology

IPDP
13.1%
VOO
39.2%

Consumer Defensive

IPDP
3.9%
VOO
4.5%

Basic Materials

IPDP
3.6%
VOO
1.8%

Consumer Cyclical

IPDP
3.6%
VOO
9.8%

Communication Services

IPDP

-

VOO
10.3%

Energy

IPDP

-

VOO
3.2%

Real Estate

IPDP

-

VOO
1.8%

Utilities

IPDP

-

VOO
2.5%

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Return for Risk

IPDP vs. VOO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IPDP

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


VOO
VOO Risk / Return Rank: 6666
Overall Rank
VOO Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 6464
Sortino Ratio Rank
VOO Omega Ratio Rank: 6666
Omega Ratio Rank
VOO Calmar Ratio Rank: 6161
Calmar Ratio Rank
VOO Martin Ratio Rank: 7373
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IPDP vs. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dividend Performers ETF (IPDP) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IPDPVOODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.32

Calmar ratioReturn relative to maximum drawdown

2.45

Martin ratioReturn relative to average drawdown

10.68

IPDP vs. VOO - Sharpe Ratio Comparison


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Drawdowns

IPDP vs. VOO - Drawdown Comparison


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Drawdown Indicators


IPDPVOODifference

Max Drawdown

Largest peak-to-trough decline

-33.99%

Max Drawdown (1Y)

Largest decline over 1 year

-8.90%

Max Drawdown (3Y)

Largest decline over 3 years

-18.69%

Max Drawdown (5Y)

Largest decline over 5 years

-24.52%

Max Drawdown (10Y)

Largest decline over 10 years

-33.99%

Current Drawdown

Current decline from peak

-0.88%

Average Drawdown

Average peak-to-trough decline

-3.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.04%

Volatility

IPDP vs. VOO - Volatility Comparison


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Volatility by Period


IPDPVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.48%

Volatility (6M)

Calculated over the trailing 6-month period

9.98%

Volatility (1Y)

Calculated over the trailing 1-year period

12.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.99%

IPDP vs. VOO - Expense Ratio Comparison

IPDP has a 1.52% expense ratio, which is higher than VOO's 0.03% expense ratio.


Dividends

IPDP vs. VOO - Dividend Comparison

IPDP has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.06%.


PositionTTM20252024202320222021202020192018201720162015
IPDP
Dividend Performers ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VOO
Vanguard S&P 500 ETF
1.06%1.13%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%

Frequently Asked Questions


On fees, VOO is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VOO is cheaper with a 0.03% expense ratio, compared with 1.52% for IPDP.

VOO has the higher dividend yield at 1.06%, compared with 0.00% for IPDP.

IPDP is categorized as Derivative Income, while VOO is S&P 500. They also come from different issuers: Innovative Portfolios and Vanguard. Their fees differ too: 1.52% for IPDP and 0.03% for VOO.

Portfolio Optimizer

Find the right allocation for IPDP and VOO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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