SNPD vs. VOE

Last updated Jun 4, 2026

SNPD (Xtrackers S&P ESG Dividend Aristocrats ETF) and VOE (Vanguard Mid-Cap Value ETF) are both Mid Cap Value Equities funds - SNPD tracks the S&P ESG High Yield Dividend Aristocrats Index while VOE tracks the CRSP US Mid Cap Value Index. Both are passively managed. Over the past 3 years, SNPD returned 8.75%/yr vs 16.53%/yr for VOE. Their correlation of 0.92 suggests significant overlap in exposure. SNPD charges 0.15%/yr vs 0.07%/yr for VOE.

Performance

SNPD vs. VOE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers S&P ESG Dividend Aristocrats ETF (SNPD) and Vanguard Mid-Cap Value ETF (VOE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SNPD achieves a 8.10% return, which is significantly lower than VOE's 10.75% return.

SNPD

• 1D: -0.11%
• 1M: 1.63%
• YTD: 8.10%
• 6M: 8.48%
• 1Y: 13.67%
• 3Y*: 8.75%
• 5Y*: —
• 10Y*: —

VOE

• 1D: -0.16%
• 1M: 1.35%
• YTD: 10.75%
• 6M: 11.62%
• 1Y: 22.73%
• 3Y*: 16.53%
• 5Y*: 8.45%
• 10Y*: 10.55%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SNPD vs. VOE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF	8.10%	6.66%	5.41%	2.68%	3.49%
VOE Vanguard Mid-Cap Value ETF	10.75%	12.08%	14.00%	9.85%	2.55%

Correlation

The correlation between SNPD and VOE is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.88
Correlation (3Y) Calculated over the trailing 3-year period	0.92
Correlation (All Time) Calculated using the full available price history since Nov 10, 2022	0.92

The correlation between SNPD and VOE has been stable across timeframes, ranging from 0.88 to 0.92 - a consistent structural relationship.

SNPD vs. VOE - Sectors Allocation Comparison

Sectors	SNPD	VOE
Consumer Defensive	18.7%	7.9%
Industrials	17.5%	14.0%
Utilities	14.4%	12.1%
Consumer Cyclical	8.7%	5.7%
Financial Services	8.5%	16.5%
Basic Materials	7.1%	5.8%
Real Estate	6.8%	6.0%
Technology	6.3%	10.9%
Healthcare	4.9%	6.3%
Communication Services	3.4%	2.2%
Energy	3.1%	12.8%

Return for Risk

SNPD vs. VOE — Risk / Return Rank

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

SNPD

SNPD Risk / Return Rank: 33
SNPD Sharpe Ratio Rank: 34
SNPD Sortino Ratio Rank: 36
SNPD Omega Ratio Rank: 31
SNPD Calmar Ratio Rank: 32
SNPD Martin Ratio Rank: 32

VOE

VOE Risk / Return Rank: 61
VOE Sharpe Ratio Rank: 57
VOE Sortino Ratio Rank: 60
VOE Omega Ratio Rank: 55
VOE Calmar Ratio Rank: 65
VOE Martin Ratio Rank: 67

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.

SNPD vs. VOE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P ESG Dividend Aristocrats ETF (SNPD) and Vanguard Mid-Cap Value ETF (VOE). 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.

	SNPD	VOE	Difference
Sharpe ratio: Return per unit of total volatility	1.24	1.99	-0.75
Sortino ratio: Return per unit of downside risk	1.88	2.88	-1.00
Omega ratio: Gain probability vs. loss probability	1.21	1.35	-0.14
Calmar ratio: Return relative to maximum drawdown	1.58	3.30	-1.71
Martin ratio: Return relative to average drawdown	4.72	12.51	-7.79
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SNPD vs. VOE - Sharpe Ratio Comparison

The current SNPD Sharpe Ratio is 1.24, which is lower than the VOE Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of SNPD and VOE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SNPD	VOE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.24	1.99	-0.75
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.53	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.56	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.57	0.44	+0.13

Drawdowns

SNPD vs. VOE - Drawdown Comparison

The maximum SNPD drawdown since its inception was -15.80%, smaller than the maximum VOE drawdown of -61.50%. Use the drawdown chart below to compare losses from any high point for SNPD and VOE.

Drawdown Indicators

	SNPD	VOE	Difference
Max Drawdown Largest peak-to-trough decline	-15.80%	-61.50%	+45.70%
Max Drawdown (1Y) Largest decline over 1 year	-8.68%	-6.93%	-1.75%
Max Drawdown (3Y) Largest decline over 3 years	-15.80%	-18.45%	+2.65%
Max Drawdown (5Y) Largest decline over 5 years	—	-19.70%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-43.18%	—
Current Drawdown Current decline from peak	-3.20%	-0.16%	-3.04%
Average Drawdown Average peak-to-trough decline	-3.94%	-8.35%	+4.41%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.90%	1.82%	+1.08%

Volatility

SNPD vs. VOE - Volatility Comparison

Xtrackers S&P ESG Dividend Aristocrats ETF (SNPD) has a higher volatility of 2.75% compared to Vanguard Mid-Cap Value ETF (VOE) at 2.58%. This indicates that SNPD's price experiences larger fluctuations and is considered to be riskier than VOE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SNPD	VOE	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.75%	2.58%	+0.17%
Volatility (6M) Calculated over the trailing 6-month period	8.04%	8.13%	-0.09%
Volatility (1Y) Calculated over the trailing 1-year period	11.05%	11.47%	-0.42%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.14%	16.03%	-2.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.14%	18.83%	-5.69%

SNPD vs. VOE - Expense Ratio Comparison

SNPD has a 0.15% expense ratio, which is higher than VOE's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

SNPD vs. VOE - Dividend Comparison

SNPD's dividend yield for the trailing twelve months is around 3.01%, more than VOE's 1.88% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF	3.01%	3.10%	2.78%	2.63%	0.57%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VOE Vanguard Mid-Cap Value ETF	1.88%	2.10%	2.11%	2.27%	2.27%	1.78%	2.36%	2.05%	2.75%	1.86%	1.92%	2.05%

Frequently Asked Questions

Can I hold both SNPD and VOE in my portfolio?

SNPD and VOE have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SNPD or VOE?

SNPD has higher volatility (2.75%) compared to VOE (2.58%). In terms of maximum drawdown, SNPD dropped -15.80% vs VOE's -61.50%.

Which ETF is better, SNPD or VOE?

On 3-year performance, VOE leads with 16.53% vs 8.75% for SNPD. On fees, VOE is cheaper at 0.07% per year. On volatility, VOE has been the lower-risk option at 2.58%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SNPD or VOE?

Over the 3-year period, VOE has performed better with a 16.53% return vs 8.75%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SNPD or VOE?

VOE is cheaper with a 0.07% expense ratio, compared with 0.15% for SNPD.

Which ETF pays a higher dividend yield, SNPD or VOE?

SNPD has the higher dividend yield at 3.01%, compared with 1.88% for VOE.

What is the main difference between SNPD and VOE?

SNPD tracks S&P ESG High Yield Dividend Aristocrats Index, while VOE tracks CRSP US Mid Cap Value Index. They also come from different issuers: Xtrackers and Vanguard. Their fees differ too: 0.15% for SNPD and 0.07% for VOE.

Which has better risk-adjusted returns?

VOE currently has the higher Sharpe Ratio (1.99 vs 1.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.