IAE vs VOO

IAE vs VOO
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Quick Verdict

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

Lower Fees: VOOHigher Returns: IAEMore Diversified: VOO

Side-by-Side Comparison

MetricIAEVOOWinner
Expense Ratio1.21%0.03%
AUM$78M$997.4B
Dividend Yield8.99%1.08%
Holdings484509
YTD Return+22.99%+12.95%
1Y Return+34.07%+20.69%
3Y Return (annualized)+27.71%+22.09%
5Y Return (annualized)+12.15%+13.40%
Volatility (annualized)21.8%14.1%
Max Drawdown-78.5%-34.3%
Fund FamilyVoya Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionMar 27, 2007Sep 7, 2010

IAE vs VOO Performance

Voya Asia Pacific High Dividend Equity Income Fund (IAE) is a ETF from Voya Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IAE returned +34.07% while VOO returned +20.69%. Year to date, IAE is up 22.99% versus a gain of 12.95% for VOO.

Over three years, IAE compounded at +27.71% per year against +22.09% for VOO; over five years the annualized figures are +12.15% and +13.40% respectively. Across the full 16-year window we track, VOO has the edge at +13.50% annualized vs -2.25%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IAE has been the more volatile fund, with annualized monthly volatility of 21.8% 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 -78.5% for IAE 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IAE charges 1.21% per year while VOO charges 0.03%. On a $10,000 position that is $121 vs $3 annually, a gap of $118 per year that compounds over a long holding period. On income, IAE currently yields 8.99% against 1.08% for VOO.

Holdings Overlap

0.1%overlap

IAE and VOO share 1 holdings out of 737 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IAEWeight in VOODifference
ACN0.33%0.12%0.21%

Frequently Asked Questions

Which is cheaper, IAE or VOO?

IAE has an expense ratio of 1.21% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $118 per year of difference.

Which performed better, IAE or VOO?

Over the past year IAE returned +34.07% vs +20.69% for VOO, so IAE leads on 1-year performance. Over the longest common window we track (16 years), IAE annualized -2.25% vs +13.50% for VOO. Past performance does not guarantee future results.

Which is riskier, IAE or VOO?

IAE has been the more volatile fund at 21.8% annualized versus 14.1% for VOO. Worst drawdown: IAE -78.5% vs VOO -34.3%.

Should I hold both IAE and VOO?

IAE and VOO have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IAE and VOO?

IAE and VOO share 1 common holdings with a 0.1% weight overlap. Combined, they hold 737 unique securities.

Which pays a higher dividend, IAE or VOO?

IAE yields 8.99% while VOO yields 1.08%, so IAE currently pays the higher dividend yield.

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