IFLN vs VOO
Invesco Bloomberg Enhanced Fallen Angels ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IFLN | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.23% | 0.03% | |
| AUM | $308M | $979.0B | |
| Dividend Yield | 5.85% | 1.09% | |
| Holdings | 115 | 509 | |
| YTD Return | +1.22% | +13.44% | |
| 1Y Return | +4.79% | +22.62% | |
| 3Y Return (annualized) | +7.46% | +21.47% | |
| 5Y Return (annualized) | +3.62% | +13.27% | |
| Volatility (annualized) | 10.3% | 14.1% | |
| Max Drawdown | -48.8% | -34.3% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Nov 15, 2007 | Sep 7, 2010 |
IFLN vs VOO Performance
Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IFLN returned +4.79% while VOO returned +22.62%. Year to date, IFLN is up 1.22% versus a gain of 13.44% for VOO.
Over three years, IFLN compounded at +7.46% per year against +21.47% for VOO; over five years the annualized figures are +3.62% and +13.27% respectively. Across the full 16-year window we track, VOO has the edge at +13.55% annualized vs -0.35%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 10.3% for IFLN. 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 -48.8% for IFLN 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IFLN charges 0.23% per year while VOO charges 0.03%. On a $10,000 position that is $23 vs $3 annually, a gap of $20 per year that compounds over a long holding period. On income, IFLN currently yields 5.85% against 1.09% for VOO.
Holdings Overlap
IFLN and VOO share 0 holdings out of 611 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, IFLN or VOO?
IFLN has an expense ratio of 0.23% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $20 per year of difference.
Which performed better, IFLN or VOO?
Over the past year IFLN returned +4.79% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), IFLN annualized -0.35% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, IFLN or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 10.3% for IFLN. Worst drawdown: IFLN -48.8% vs VOO -34.3%.
Should I hold both IFLN and VOO?
IFLN and VOO have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IFLN and VOO?
IFLN and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 611 unique securities.
Which pays a higher dividend, IFLN or VOO?
IFLN yields 5.85% while VOO yields 1.09%, so IFLN currently pays the higher dividend yield.
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