GQGU vs VOO

GQGU vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricGQGUVOOWinner
Expense Ratio0.49%0.03%
AUM$642M$997.4B
Dividend Yield0.96%1.08%
Holdings44509
YTD Return+6.24%+12.68%
1Y Return+2.91%+21.87%
3Y Return (annualized)-+22.06%
5Y Return (annualized)-+12.95%
Volatility (annualized)12.4%14.1%
Max Drawdown-8.4%-34.3%
Fund FamilyGQG Partners LLCVanguard (US)
CategoryEquityEquity
InceptionJul 31, 2019Sep 7, 2010

GQGU vs VOO Performance

GQG US Equity ETF (GQGU) is a ETF from GQG Partners LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GQGU returned +2.91% while VOO returned +21.87%. Year to date, GQGU is up 6.24% versus a gain of 12.68% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.4% for GQGU. 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 -8.4% for GQGU 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 -0.15. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GQGU charges 0.49% per year while VOO charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, GQGU currently yields 0.96% against 1.08% for VOO.

Holdings Overlap

20.1%overlap

GQGU and VOO share 40 holdings out of 509 unique holdings combined, representing a 20.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GQGUWeight in VOODifference
NVDA2.95%7.51%4.56%
AAPL2.63%6.59%3.96%
XOM6.74%0.88%5.86%
MSFTProProPro
PMProProPro
MOProProPro
AMZNProProPro
PGRProProPro
METAProProPro
CIProProPro
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Frequently Asked Questions

Which is cheaper, GQGU or VOO?

GQGU has an expense ratio of 0.49% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, GQGU or VOO?

Over the past year GQGU returned +2.91% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), GQGU annualized +4.47% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, GQGU or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 12.4% for GQGU. Worst drawdown: GQGU -8.4% vs VOO -34.3%.

Should I hold both GQGU and VOO?

GQGU and VOO have a monthly-return correlation of -0.15, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GQGU and VOO?

GQGU and VOO share 40 common holdings with a 20.1% weight overlap. Combined, they hold 509 unique securities.

Which pays a higher dividend, GQGU or VOO?

GQGU yields 0.96% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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