IDVZ vs VOO
Polen International Dividend Income ETF vs Vanguard S&P 500 ETF
Which is better, IDVZ or VOO?
Each has led over a different period.
VOO has a lower expense ratio. IDVZ led over the full window, VOO over 1Y. IDVZ is less concentrated, with 32.5% of the fund in its ten largest positions against 36.4%.
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
| Metric | IDVZ | VOO |
|---|---|---|
| Expense Ratio | 0.75% | 0.03%Best |
| AUM | $199M | $997.4B |
| Dividend Yield | 3.36% | 1.08% |
| Holdings | 44 | 509 |
| YTD Return | +7.76% | +13.37%Best |
| 1Y Return | +17.10% | +20.08%Best |
| 3Y Return (annualized) | - | +21.29% |
| 5Y Return (annualized) | - | +12.89% |
| Volatility (annualized) | 10.1%Best | 12.6% |
| Max Drawdown | -11.0%Best | -18.7% |
| $10,000 over 1.7 years | $14,238Best | $13,209 |
| Top 10 Weight | 32.5%Best | 36.4% |
| Fund Family | TrueShares | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 26, 2024 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 27, 2024 to Sep 4, 2026 (1.7 years).
IDVZ 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 1.7 years both funds cover.
IDVZ vs VOO Performance
Polen International Dividend Income ETF (IDVZ) is an ETF from TrueShares and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year IDVZ returned +17.10% while VOO returned +20.08%. Year to date, IDVZ is up 7.76% versus a gain of 13.37% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 10.1% for IDVZ. 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 -11.0% for IDVZ and -18.7% 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 0.19. They move largely independently of each other.
Fees and Cost Over Time
IDVZ charges 0.75% per year while VOO charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, IDVZ currently yields 3.36% against 1.08% for VOO.
Holdings Overlap
We hold position weights for 44 holdings in IDVZ and 505 in VOO, totalling 99.7% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 44 positions we hold weights for in IDVZ and 505 in VOO, against full books of 44 and 509.
What only one of them owns
Our book lists 497 positions for VOO that do not appear in our book for IDVZ (99.5% of the fund), and 17 for IDVZ that do not appear in VOO (43.3%).
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.
You are not choosing between two funds in isolation.
Whichever of IDVZ and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IDVZ or VOO?
IDVZ has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option, by $72 a year on a $10,000 investment.
Which performed better, IDVZ or VOO?
Over the past year IDVZ returned +17.10% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), IDVZ annualized +23.10% vs +17.79% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IDVZ or VOO?
VOO has been the more volatile fund at 12.6% annualized versus 10.1% for IDVZ. Worst drawdown: IDVZ -11.0% vs VOO -18.7%.
Should I hold both IDVZ and VOO?
IDVZ and VOO have a monthly-return correlation of 0.19, 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, IDVZ or VOO?
IDVZ yields 3.36% while VOO yields 1.08%, so IDVZ currently pays the higher dividend yield.
Is VOO better than IDVZ?
VOO has a lower expense ratio. IDVZ led over the full window, VOO over 1Y. IDVZ is less concentrated, with 32.5% 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.