IDHQ vs VOO

IDHQ vs VOO

Which is better, IDHQ or VOO?

Each has led over a different period.

VOO has a lower expense ratio. IDHQ led over 1Y, VOO over 3Y, 5Y and the full window. IDHQ is less concentrated, with 32.3% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: IDHQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricIDHQVOO
Expense Ratio0.29%0.03%Best
AUM$1.0B$997.4B
Dividend Yield1.94%1.04%
Holdings214509
YTD Return+24.76%Best+12.50%
1Y Return+34.15%Best+17.58%
3Y Return (annualized)+20.82%+21.27%Best
5Y Return (annualized)+9.03%+12.95%Best
Volatility (annualized)15.1%14.1%Best
Max Drawdown-33.5%Best-34.3%
$10,000 over 5 years$15,407$18,384Best
Top 10 Weight32.3%Best36.4%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 13, 2007Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 11, 2026 (16 years).

IDHQ vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 16 years both funds cover.

IDHQ vs VOO Performance

Invesco S&P International Developed Quality ETF (IDHQ) is an ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year IDHQ returned +34.15% while VOO returned +17.58%. Year to date, IDHQ is up 24.76% versus a gain of 12.50% for VOO.

Over three years, IDHQ compounded at +20.82% per year against +21.27% for VOO; over five years the annualized figures are +9.03% and +12.95% respectively. Across the full 16-year window we track, VOO has the edge at +13.41% annualized vs +7.71%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IDHQ has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -33.5% for IDHQ and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IDHQ charges 0.29% per year while VOO charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, IDHQ currently yields 1.94% against 1.04% for VOO.

Holdings Overlap

IDHQ already in VOO0.6%
VOO already in IDHQ0.2%

0.6% of IDHQ's money is in holdings VOO also owns. 0.2% of VOO's money is in holdings IDHQ also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

2 positions in common, counted across the 199 positions we hold weights for in IDHQ and 505 in VOO, against full books of 214 and 509.

What only one of them owns

Our book lists 495 positions for VOO that do not appear in our book for IDHQ (99.3% of the fund), and 7 for IDHQ that do not appear in VOO (3.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IDHQWeight in VOODifference
HONHoneywell International Inc0.34%0.11%0.23%
UMG:ASUniversal Music Group NV0.28%0.06%0.22%

You are not choosing between two funds in isolation.

Whichever of IDHQ and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IDHQVOO

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Frequently Asked Questions

Which is cheaper, IDHQ or VOO?

IDHQ has an expense ratio of 0.29% while VOO charges 0.03%. VOO is the cheaper option, by $26 a year on a $10,000 investment.

Which performed better, IDHQ or VOO?

Over the past year IDHQ returned +34.15% vs +17.58% for VOO, so IDHQ leads on 1-year performance. Over the longest common window we track (16 years), IDHQ annualized +7.71% vs +13.41% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IDHQ or VOO?

IDHQ has been the more volatile fund at 15.1% annualized versus 14.1% for VOO. Worst drawdown: IDHQ -33.5% vs VOO -34.3%.

Should I hold both IDHQ and VOO?

IDHQ and VOO have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IDHQ or VOO?

IDHQ yields 1.94% while VOO yields 1.04%, so IDHQ currently pays the higher dividend yield.

Is VOO better than IDHQ?

VOO has a lower expense ratio. IDHQ led over 1Y, VOO over 3Y, 5Y and the full window. IDHQ is less concentrated, with 32.3% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.