DEMZ vs VUSV
Comparison between DEMOCRATIC LARGE CAP CORE ETF (DEMZ, ETF) and VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF ETF SHARES (VUSV, ETF).
DEMZ vs VUSV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DEMZ
$60M
Winner
VUSV
$60M
Expense Ratio
DEMZ
0.45%
Winner
VUSV
0.30%
Max Drawdown
DEMZ
28.44%
Winner
VUSV
7.06%
Sharpe Ratio
DEMZ
1.19
Winner
VUSV
1.73
5Y Beta
DEMZ
0.94
Winner
VUSV
0.74
P/E Ratio
DEMZ
28.30
Winner
VUSV
24.36
Forward P/E
DEMZ
21.86
Winner
VUSV
16.50
PEG Ratio
DEMZ
0.61
Winner
VUSV
0.43
5Y Dividends CAGR
DEMZ
58.07%
VUSV
N/A
5Y EPS CAGR
Winner
DEMZ
22.60%
VUSV
11.15%
Debt to Equity
Winner
DEMZ
40.03%
VUSV
67.35%
P/S Ratio
DEMZ
3.64
Winner
VUSV
1.78
P/B Ratio
DEMZ
5.24
Winner
VUSV
2.91
DEMZ vs VUSV - Holdings Comparison
DEMZ and VUSV have 8 common holdings. Overlap is 10.42%
DEMZ's top 25 holdings weight is 79.93%. VUSV's top 25 holdings weight is 45.99%.
| Rank | DEMZ | VUSV |
|---|---|---|
| #1 | LAM RESEARCH CORP (LRCX) - 5.75% | MICROSOFT CORP (MSFT) - 2.87% |
| #2 | APPLE INC (AAPL) - 5.49% | AMAZON.COM INC (AMZN) - 2.86% |
| #3 | NVIDIA CORP (NVDA) - 5.30% | ALPHABET INC CLASS A (GOOGL) - 2.66% |
| #4 | KLA CORP (KLAC) - 5.13% | MERCK & CO INC (MRK) - 2.64% |
| #5 | MICROSOFT CORP (MSFT) - 4.72% | SLB LTD (SLB) - 2.25% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 4.50% | CHUBB LTD (CB) - 2.24% |
| #7 | AMPHENOL CORP CLASS A (APH) - 4.13% | MKTLIQ 12/31/2049 (n/a) - 2.11% |
| #8 | LOEWS CORP (L) - 4.11% | ASML HOLDING NV ADR (ASML) - 1.89% |
| #9 | COSTCO WHOLESALE CORP (COST) - 4.10% | DOVER CORP (DOV) - 1.73% |
| #10 | NORDSON CORP (NDSN) - 3.83% | MORGAN STANLEY (MS) - 1.69% |
| #11 | META PLATFORMS INC CLASS A (META) - 3.10% | EQUINIX INC (EQIX) - 1.69% |
| #12 | XYLEM INC (XYL) - 2.89% | RAYMOND JAMES FINANCIAL INC (RJF) - 1.67% |
| #13 | ALPHABET INC CLASS A (GOOGL) - 2.81% | T-MOBILE US INC (TMUS) - 1.66% |
| #14 | AVERY DENNISON CORP (AVY) - 2.59% | SEMPRA (SRE) - 1.65% |
| #15 | ALPHABET INC CLASS C (GOOG) - 2.51% | VALERO ENERGY CORP (VLO) - 1.58% |
| #16 | EVEREST GROUP LTD (EG) - 2.20% | ASTRAZENECA PLC (AZN) - 1.56% |
| #17 | KIMCO REALTY CORP (KIM) - 2.15% | M&T BANK CORP (MTB) - 1.55% |
| #18 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.10% | DEERE & CO (DE) - 1.55% |
| #19 | THE WALT DISNEY CO (DIS) - 2.08% | EMERSON ELECTRIC CO (EMR) - 1.54% |
| #20 | ARISTA NETWORKS INC (ANET) - 2.07% | CONOCOPHILLIPS (COP) - 1.53% |
| #21 | STRYKER CORP (SYK) - 1.81% | PROLOGIS INC (PLD) - 1.53% |
| #22 | ROSS STORES INC (ROST) - 1.76% | TYSON FOODS INC CLASS A (TSN) - 1.45% |
| #23 | VERALTO CORP (VLTO) - 1.70% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.37% |
| #24 | DANAHER CORP (DHR) - 1.61% | NORTHROP GRUMMAN CORP (NOC) - 1.36% |
| #25 | RALPH LAUREN CORP CLASS A (RL) - 1.49% | RELIANCE INC (RS) - 1.36% |
| Total Holdings | 46 | 90 |
DEMZ vs VUSV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DEMZ
+3.02%
VUSV
+2.17%
3M
Winner
DEMZ
+6.54%
VUSV
+4.43%
6M
DEMZ
+5.89%
Winner
VUSV
+8.52%
1Y
DEMZ
+21.80%
VUSV
N/A
5Y(CAGR)
DEMZ
+12.33%
VUSV
N/A
Max(CAGR)
DEMZ
+16.21%
Winner
VUSV
+26.52%
DEMZ vs VUSV - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | DEMZ | VUSV |
|---|---|---|
| 2026 | +5.69% | +7.10% |
| 2025 | +19.81% | +5.47% |
| 2024 | +24.16% | N/A |
| 2023 | +24.28% | N/A |
| 2022 | -18.81% | N/A |
| 2021 | +34.21% | N/A |
| 2020 | +11.09% | N/A |
DEMZ vs VUSV Drawdown Comparison
The maximum drawdown for DEMZ was -27.17%, occurring on Oct 12, 2022. Recovery took 500 trading sessions.
The maximum drawdown for VUSV was -7.06%, occurring on Mar 30, 2026. Recovery took 46 trading sessions.
The current DEMZ drawdown is -2.72%. The current VUSV drawdown is -1.10%.
| Rank | DEMZ | VUSV |
|---|---|---|
| #1 | -27.17% Dec 29, 2021 - Dec 26, 2023 | -7.06% Feb 11, 2026 - Apr 20, 2026 |
| #2 | -18.69% Dec 4, 2024 - Jun 10, 2025 | -2.03% Jan 15, 2026 - Feb 11, 2026 |
| #3 | -12.28% Jan 27, 2026 - May 6, 2026 | -1.78% Dec 11, 2025 - Dec 26, 2025 |
| #4 | -8.31% Jul 16, 2024 - Sep 19, 2024 | -1.59% May 6, 2026 - May 22, 2026 |
| #5 | -7.34% Oct 27, 2025 - Jan 6, 2026 | -1.34% Nov 18, 2025 - Nov 21, 2025 |
| #6 | -6.20% Mar 21, 2024 - May 15, 2024 | -1.12% Jan 6, 2026 - Jan 8, 2026 |
| #7 | -5.44% Sep 8, 2021 - Nov 2, 2021 | -1.10% Jun 4, 2026 - Jun 5, 2026 |
| #8 | -4.64% Jan 21, 2021 - Feb 4, 2021 | -0.96% Dec 26, 2025 - Jan 5, 2026 |
| #9 | -4.42% Feb 12, 2021 - Mar 17, 2021 | -0.91% Apr 30, 2026 - May 6, 2026 |
| #10 | -4.20% Nov 19, 2021 - Dec 8, 2021 | -0.80% Dec 5, 2025 - Dec 10, 2025 |
| #11 | -4.10% Dec 10, 2021 - Dec 27, 2021 | -0.62% May 26, 2026 - May 28, 2026 |
| #12 | -3.97% Oct 14, 2024 - Nov 7, 2024 | -0.60% Apr 20, 2026 - Apr 30, 2026 |
| #13 | -3.91% May 7, 2021 - May 28, 2021 | -0.52% Jun 2, 2026 - Jun 4, 2026 |
| #14 | -3.33% Oct 8, 2025 - Oct 20, 2025 | -0.37% Nov 28, 2025 - Dec 3, 2025 |
| #15 | -2.79% Jul 12, 2021 - Jul 23, 2021 | -0.32% Jan 9, 2026 - Jan 14, 2026 |
Correlation
Correlation between DEMZ and VUSV is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2020 - 2025)
DEMZ vs VUSV dividend yield comparison.
| Year | DEMZ | VUSV |
|---|---|---|
| 2025 | 0.98% | 0.20% |
| 2024 | 0.53% | 0.00% |
| 2023 | 0.90% | 0.00% |
| 2022 | 0.98% | 0.00% |
| 2021 | 2.46% | 0.00% |
| 2020 | 0.27% | 0.00% |
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