IDYN vs VOO

IDYN 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

MetricIDYNVOOWinner
Expense Ratio0.45%0.03%
AUM$111M$997.4B
Dividend Yield1.81%1.08%
Holdings197509
YTD Return+9.82%+12.95%
1Y Return+19.63%+20.69%
3Y Return (annualized)-+22.09%
5Y Return (annualized)-+13.40%
Volatility (annualized)14.0%14.1%
Max Drawdown-12.7%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionAug 5, 2025Sep 7, 2010

IDYN vs VOO Performance

iShares International Equity Factor Rotation Active ETF (IDYN) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IDYN returned +19.63% while VOO returned +20.69%. Year to date, IDYN is up 9.82% versus a gain of 12.95% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 14.0% for IDYN. 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 -12.7% for IDYN 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IDYN charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, IDYN currently yields 1.81% against 1.08% for VOO.

Holdings Overlap

0.1%overlap

IDYN and VOO share 2 holdings out of 691 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IDYNWeight in VOODifference
ROP1.43%0.05%1.38%
DG1.35%0.04%1.31%

Frequently Asked Questions

Which is cheaper, IDYN or VOO?

IDYN has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, IDYN or VOO?

Over the past year IDYN returned +19.63% vs +20.69% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), IDYN annualized +22.19% vs +13.50% for VOO. Past performance does not guarantee future results.

Which is riskier, IDYN or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 14.0% for IDYN. Worst drawdown: IDYN -12.7% vs VOO -34.3%.

Should I hold both IDYN and VOO?

IDYN and VOO have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IDYN and VOO?

IDYN and VOO share 2 common holdings with a 0.1% weight overlap. Combined, they hold 691 unique securities.

Which pays a higher dividend, IDYN or VOO?

IDYN yields 1.81% while VOO yields 1.08%, so IDYN currently pays the higher dividend yield.

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