IDLV vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricIDLVVOOWinner
Expense Ratio0.25%0.03%
AUM$341M$979.0B
Dividend Yield5.03%1.09%
Holdings215509
YTD Return+8.07%+14.48%
1Y Return+12.19%+22.02%
3Y Return (annualized)+13.94%+21.80%
5Y Return (annualized)+6.26%+13.36%
Volatility (annualized)12.2%14.2%
Max Drawdown-36.4%-34.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionJan 13, 2012Sep 7, 2010

IDLV vs VOO Performance

Invesco S&P International Developed Low Volatility ETF (IDLV) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IDLV returned +12.19% while VOO returned +22.02%. Year to date, IDLV is up 8.07% versus a gain of 14.48% for VOO.

Over three years, IDLV compounded at +13.94% per year against +21.80% for VOO; over five years the annualized figures are +6.26% and +13.36% respectively. Across the full 15-year window we track, VOO has the edge at +13.61% annualized vs +3.98%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 12.2% for IDLV. 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 -36.4% for IDLV 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IDLV charges 0.25% per year while VOO charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, IDLV currently yields 5.03% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

IDLV and VOO share 0 holdings out of 706 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IDLV or VOO?

IDLV has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which performed better, IDLV or VOO?

Over the past year IDLV returned +12.19% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (15 years), IDLV annualized +3.98% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, IDLV or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 12.2% for IDLV. Worst drawdown: IDLV -36.4% vs VOO -34.3%.

Should I hold both IDLV and VOO?

IDLV and VOO have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IDLV and VOO?

IDLV and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 706 unique securities.

Which pays a higher dividend, IDLV or VOO?

IDLV yields 5.03% while VOO yields 1.09%, so IDLV currently pays the higher dividend yield.

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