IDHQ vs VTI

IDHQ vs VTI
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Quick Verdict

VTI has a lower expense ratio. IDHQ delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: IDHQMore Diversified: VTI

Side-by-Side Comparison

MetricIDHQVTIWinner
Expense Ratio0.29%0.03%
AUM$1.0B$666.9B
Dividend Yield1.99%1.07%
Holdings2143,543
YTD Return+30.66%+13.14%
1Y Return+43.14%+22.35%
3Y Return (annualized)+23.06%+21.83%
5Y Return (annualized)+10.21%+12.01%
Volatility (annualized)19.8%15.3%
Max Drawdown-74.5%-56.6%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionJun 13, 2007May 24, 2001

IDHQ vs VTI Performance

Invesco S&P International Developed Quality ETF (IDHQ) is a ETF from Invesco (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year IDHQ returned +43.14% while VTI returned +22.35%. Year to date, IDHQ is up 30.66% versus a gain of 13.14% for VTI.

Over three years, IDHQ compounded at +23.06% per year against +21.83% for VTI; over five years the annualized figures are +10.21% and +12.01% respectively. Across the full 19-year window we track, VTI has the edge at +8.09% annualized vs +4.00%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IDHQ has been the more volatile fund, with annualized monthly volatility of 19.8% compared with 15.3% for VTI. 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 -74.5% for IDHQ and -56.6% for VTI. 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IDHQ charges 0.29% per year while VTI 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 1.99% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

IDHQ and VTI share 2 holdings out of 2984 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IDHQWeight in VTIDifference
FBK0.21%0.00%0.21%
AM0.07%0.01%0.06%

Frequently Asked Questions

Which is cheaper, IDHQ or VTI?

IDHQ has an expense ratio of 0.29% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, IDHQ or VTI?

Over the past year IDHQ returned +43.14% vs +22.35% for VTI, so IDHQ leads on 1-year performance. Over the longest common window we track (19 years), IDHQ annualized +4.00% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, IDHQ or VTI?

IDHQ has been the more volatile fund at 19.8% annualized versus 15.3% for VTI. Worst drawdown: IDHQ -74.5% vs VTI -56.6%.

Should I hold both IDHQ and VTI?

IDHQ and VTI have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IDHQ and VTI?

IDHQ and VTI share 2 common holdings with a 0.0% weight overlap. Combined, they hold 2984 unique securities.

Which pays a higher dividend, IDHQ or VTI?

IDHQ yields 1.99% while VTI yields 1.07%, so IDHQ currently pays the higher dividend yield.

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