IDE vs VOO

IDE 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

MetricIDEVOOWinner
Expense Ratio1.22%0.03%
AUM$174M$997.4B
Dividend Yield8.81%1.08%
Holdings267509
YTD Return+14.13%+14.27%
1Y Return+20.78%+21.79%
3Y Return (annualized)+23.01%+22.19%
5Y Return (annualized)+10.29%+13.28%
Volatility (annualized)19.9%14.2%
Max Drawdown-70.5%-34.3%
Fund FamilyVoya Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionJan 26, 2010Sep 7, 2010

IDE vs VOO Performance

Voya Infrastructure Industrials and Materials Fund (IDE) is a ETF from Voya Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IDE returned +20.78% while VOO returned +21.79%. Year to date, IDE is up 14.13% versus a gain of 14.27% for VOO.

Over three years, IDE compounded at +23.01% per year against +22.19% for VOO; over five years the annualized figures are +10.29% and +13.28% respectively. Across the full 16-year window we track, VOO has the edge at +13.59% annualized vs +0.74%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IDE has been the more volatile fund, with annualized monthly volatility of 19.9% compared with 14.2% 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 -70.5% for IDE 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IDE charges 1.22% per year while VOO charges 0.03%. On a $10,000 position that is $122 vs $3 annually, a gap of $119 per year that compounds over a long holding period. On income, IDE currently yields 8.81% against 1.08% for VOO.

Holdings Overlap

11.8%overlap

IDE and VOO share 80 holdings out of 681 unique holdings combined, representing a 11.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IDEWeight in VOODifference
CSCO1.63%0.72%0.91%
GE1.54%0.60%0.94%
CAT1.28%0.76%0.52%
GEVProProPro
ANETProProPro
UNPProProPro
PHProProPro
UBERProProPro
VZProProPro
RTXProProPro
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Frequently Asked Questions

Which is cheaper, IDE or VOO?

IDE has an expense ratio of 1.22% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $119 per year of difference.

Which performed better, IDE or VOO?

Over the past year IDE returned +20.78% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), IDE annualized +0.74% vs +13.59% for VOO. Past performance does not guarantee future results.

Which is riskier, IDE or VOO?

IDE has been the more volatile fund at 19.9% annualized versus 14.2% for VOO. Worst drawdown: IDE -70.5% vs VOO -34.3%.

Should I hold both IDE and VOO?

IDE and VOO have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IDE and VOO?

IDE and VOO share 80 common holdings with a 11.8% weight overlap. Combined, they hold 681 unique securities.

Which pays a higher dividend, IDE or VOO?

IDE yields 8.81% while VOO yields 1.08%, so IDE currently pays the higher dividend yield.

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