IEDI vs VOO

IEDI vs VOO

Which is better, IEDI or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 57.0%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: VOO

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

MetricIEDIVOO
Expense Ratio0.18%0.03%Best
AUM$29M$997.4B
Dividend Yield0.95%1.08%
Holdings188509
Volatility (annualized)18.0%16.5%Best
Max Drawdown-30.6%Best-34.3%
$10,000 over 8.4 years$25,065$32,491Best
Top 10 Weight57.0%36.4%Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 21, 2018Sep 7, 2010

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 22 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IEDI has data through Aug 13, 2026 and VOO through Sep 4, 2026.

Volatility and max drawdown, and the $10,000 over 8.4 years row, are measured over the window both funds cover: Mar 23, 2018 to Aug 13, 2026 (8.4 years).

Risk: Volatility and Drawdowns

IEDI has been the more volatile fund, with annualized monthly volatility of 18.0% compared with 16.5% 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 -30.6% for IEDI 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

IEDI charges 0.18% per year while VOO charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, IEDI currently yields 0.95% against 1.08% for VOO.

Holdings Overlap

IEDI already in VOO87.0%
VOO already in IEDI14.6%

87.0% of IEDI's money is in holdings VOO also owns. 14.6% of VOO's money is in holdings IEDI also owns.

Most of IEDI is already inside VOO. Owning both mostly buys the same companies twice.

87 positions in common, counted across the 184 positions we hold weights for in IEDI and 505 in VOO, against full books of 188 and 509.

What only one of them owns

Our book lists 411 positions for VOO that do not appear in our book for IEDI (84.9% of the fund), and 92 for IEDI that do not appear in VOO (12.4%).

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 IEDIWeight in VOODifference
AMZNAmazon.Com Inc8.09%3.62%4.47%
HDHome Depot Inc/The10.20%0.54%9.66%
WMTWalmart, Inc.9.69%0.77%8.92%
COSTCostco Wholesale Corp.8.03%0.64%7.39%
TJXTjx Cos Inc6.30%0.26%6.04%
LOWLowes Cos., Inc.4.98%0.19%4.79%
ROSTRoss Stores, Inc.3.29%0.11%3.18%
ORLYO'Eilly Automotive, Inc.2.83%0.12%2.71%
METAMeta Platform Inc 0.18%1.92%1.74%
SBUXStarbucks Corp1.87%0.18%1.69%

87.0% of IEDI is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IEDIVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IEDI or VOO?

IEDI has an expense ratio of 0.18% while VOO charges 0.03%. VOO is the cheaper option, by $15 a year on a $10,000 investment.

Which is riskier, IEDI or VOO?

IEDI has been the more volatile fund at 18.0% annualized versus 16.5% for VOO. Worst drawdown: IEDI -30.6% vs VOO -34.3%.

Should I hold both IEDI and VOO?

IEDI and VOO have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between IEDI and VOO?

87.0% of IEDI's money is in holdings VOO also owns. 14.6% of VOO's is in holdings IEDI also owns. They hold 87 positions in common, counted across the 184 positions we hold weights for in IEDI and 505 in VOO.

Which pays a higher dividend, IEDI or VOO?

IEDI yields 0.95% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

Is VOO better than IEDI?

VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 57.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.