BWQG vs VOO

BWQG vs VOO

Which is better, BWQG or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 60.7%.

Lower Fees: VOOLess Concentrated: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBWQGVOO
Expense Ratio0.70%0.03%Best
AUM$36M$997.4B
Dividend Yield0.00%1.04%
Holdings79509
YTD Return+2.22%+12.50%Best
1Y Return-+17.58%
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.95%
Top 10 Weight60.7%36.4%Best
Fund FamilyBurke Wealth Management LLCVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJul 8, 2026Sep 7, 2010

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

BWQG vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BWQG vs VOO Performance

BWM Quality Growth ETF (BWQG) is an ETF from Burke Wealth Management LLC and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, BWQG is up 2.22% versus a gain of 12.50% for VOO.

Past performance does not guarantee future results.

Fees and Cost Over Time

BWQG charges 0.70% per year while VOO charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, BWQG currently yields 0.00% against 1.04% for VOO.

Holdings Overlap

BWQG already in VOO71.7%
VOO already in BWQG23.0%

71.7% of BWQG's money is in holdings VOO also owns. 23.0% of VOO's money is in holdings BWQG also owns.

Most of BWQG is already inside VOO. Owning both mostly buys the same companies twice.

The two holdings books were reported 49 days apart, BWQG as of Aug 18, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

19 positions in common, counted across the 34 positions we hold weights for in BWQG and 505 in VOO, against full books of 79 and 509.

What only one of them owns

Our book lists 477 positions for VOO that do not appear in our book for BWQG (76.4% of the fund), and 12 for BWQG that do not appear in VOO (20.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in BWQGWeight in VOODifference
NVDANvidia Corp.10.12%7.51%2.61%
AMZNAmazon.Com Inc6.45%3.62%2.83%
MUMicron Technology, Inc.6.76%2.02%4.74%
GOOGAlphabet Inc5.22%2.59%2.63%
METAMeta Platforms, Inc.5.85%1.92%3.93%
CRWDCrowdstrike Holdings Inc. Class A3.96%0.30%3.66%
NOWServicenow, Inc.4.04%0.16%3.88%
TSLATesla Inc2.32%1.84%0.48%
VVisa Inc3.23%0.87%2.36%
ISRGIntuitive Surgical Inc3.63%0.22%3.41%

71.7% of BWQG is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BWQGVOO

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Frequently Asked Questions

Which is cheaper, BWQG or VOO?

BWQG has an expense ratio of 0.70% while VOO charges 0.03%. VOO is the cheaper option, by $67 a year on a $10,000 investment.

What is the holdings overlap between BWQG and VOO?

71.7% of BWQG's money is in holdings VOO also owns. 23.0% of VOO's is in holdings BWQG also owns. They hold 19 positions in common, counted across the 34 positions we hold weights for in BWQG and 505 in VOO.

Which pays a higher dividend, BWQG or VOO?

BWQG yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than BWQG?

VOO has a lower expense ratio. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 60.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.