GQRE vs VOO

GQRE 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

MetricGQREVOOWinner
Expense Ratio0.45%0.03%
AUM$421M$997.4B
Dividend Yield4.18%1.08%
Holdings197509
YTD Return+10.58%+12.25%
1Y Return+11.55%+20.92%
3Y Return (annualized)+12.46%+21.79%
5Y Return (annualized)+2.12%+13.05%
Volatility (annualized)15.6%14.1%
Max Drawdown-42.0%-34.3%
Fund FamilyFlexshares TrustVanguard (US)
CategoryEquityEquity
InceptionNov 5, 2013Sep 7, 2010

GQRE vs VOO Performance

FlexShares Global Quality Real Estate Index Fund (GQRE) is a ETF from Flexshares Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GQRE returned +11.55% while VOO returned +20.92%. Year to date, GQRE is up 10.58% versus a gain of 12.25% for VOO.

Over three years, GQRE compounded at +12.46% per year against +21.79% for VOO; over five years the annualized figures are +2.12% and +13.05% respectively. Across the full 13-year window we track, VOO has the edge at +13.45% annualized vs +3.41%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GQRE has been the more volatile fund, with annualized monthly volatility of 15.6% 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 -42.0% for GQRE 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GQRE charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, GQRE currently yields 4.18% against 1.08% for VOO.

Holdings Overlap

1.3%overlap

GQRE and VOO share 15 holdings out of 626 unique holdings combined, representing a 1.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GQREWeight in VOODifference
EQIX6.43%0.16%6.27%
WELL4.47%0.25%4.22%
PLD4.47%0.20%4.27%
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Frequently Asked Questions

Which is cheaper, GQRE or VOO?

GQRE has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, GQRE or VOO?

Over the past year GQRE returned +11.55% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (13 years), GQRE annualized +3.41% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, GQRE or VOO?

GQRE has been the more volatile fund at 15.6% annualized versus 14.1% for VOO. Worst drawdown: GQRE -42.0% vs VOO -34.3%.

Should I hold both GQRE and VOO?

GQRE and VOO have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GQRE and VOO?

GQRE and VOO share 15 common holdings with a 1.3% weight overlap. Combined, they hold 626 unique securities.

Which pays a higher dividend, GQRE or VOO?

GQRE yields 4.18% while VOO yields 1.08%, so GQRE currently pays the higher dividend yield.

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