EQLT vs VOO

Quick Verdict

VOO has a lower expense ratio. EQLT delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: EQLTMore Diversified: VOO

Side-by-Side Comparison

MetricEQLTVOOWinner
Expense Ratio0.35%0.03%
AUM$12M$979.0B
Dividend Yield2.13%1.09%
Holdings321509
YTD Return+25.31%+13.80%
1Y Return+46.36%+23.71%
3Y Return (annualized)+2.92%+21.50%
5Y Return (annualized)+2.92%+13.44%
Volatility (annualized)19.1%14.1%
Max Drawdown-45.8%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionSep 4, 2024Sep 7, 2010

EQLT vs VOO Performance

iShares MSCI Emerging Markets Quality Factor ETF (EQLT) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EQLT returned +46.36% while VOO returned +23.71%. Year to date, EQLT is up 25.31% versus a gain of 13.80% for VOO.

Over three years, EQLT compounded at +2.92% per year against +21.50% for VOO; over five years the annualized figures are +2.92% and +13.44% respectively. Across the full 12-year window we track, VOO has the edge at +13.58% annualized vs +3.67%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EQLT has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -45.8% for EQLT and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EQLT charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, EQLT currently yields 2.13% against 1.09% for VOO.

Holdings Overlap

0.2%overlap

EQLT and VOO share 2 holdings out of 801 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EQLTWeight in VOODifference
ACN4.76%0.12%4.64%
HAL0.12%0.04%0.08%

Frequently Asked Questions

Which is cheaper, EQLT or VOO?

EQLT has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, EQLT or VOO?

Over the past year EQLT returned +46.36% vs +23.71% for VOO, so EQLT leads on 1-year performance. Over the longest common window we track (12 years), EQLT annualized +3.67% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, EQLT or VOO?

EQLT has been the more volatile fund at 19.1% annualized versus 14.1% for VOO. Worst drawdown: EQLT -45.8% vs VOO -34.3%.

Should I hold both EQLT and VOO?

EQLT and VOO have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EQLT and VOO?

EQLT and VOO share 2 common holdings with a 0.2% weight overlap. Combined, they hold 801 unique securities.

Which pays a higher dividend, EQLT or VOO?

EQLT yields 2.13% while VOO yields 1.09%, so EQLT currently pays the higher dividend yield.

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