IGPT vs VOO
Invesco AI and Next Gen Software ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. IGPT delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IGPT | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.56% | 0.03% | |
| AUM | $1.2B | $979.0B | |
| Dividend Yield | 0.01% | 1.09% | |
| Holdings | 114 | 509 | |
| YTD Return | +48.71% | +13.44% | |
| 1Y Return | +80.70% | +22.62% | |
| 3Y Return (annualized) | +39.98% | +21.47% | |
| 5Y Return (annualized) | +13.53% | +13.27% | |
| Volatility (annualized) | 21.7% | 14.1% | |
| Max Drawdown | -50.1% | -34.3% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 23, 2005 | Sep 7, 2010 |
IGPT vs VOO Performance
Invesco AI and Next Gen Software ETF (IGPT) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IGPT returned +80.70% while VOO returned +22.62%. Year to date, IGPT is up 48.71% versus a gain of 13.44% for VOO.
Over three years, IGPT compounded at +39.98% per year against +21.47% for VOO; over five years the annualized figures are +13.53% and +13.27% respectively. Across the full 16-year window we track, IGPT has the edge at +15.07% annualized vs +13.55%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGPT has been the more volatile fund, with annualized monthly volatility of 21.7% compared with 14.1% 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 -50.1% for IGPT 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IGPT charges 0.56% per year while VOO charges 0.03%. On a $10,000 position that is $56 vs $3 annually, a gap of $53 per year that compounds over a long holding period. On income, IGPT currently yields 0.01% against 1.09% for VOO.
Holdings Overlap
IGPT and VOO share 28 holdings out of 579 unique holdings combined, representing a 19.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IGPT or VOO?
IGPT has an expense ratio of 0.56% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
Which performed better, IGPT or VOO?
Over the past year IGPT returned +80.70% vs +22.62% for VOO, so IGPT leads on 1-year performance. Over the longest common window we track (16 years), IGPT annualized +15.07% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, IGPT or VOO?
IGPT has been the more volatile fund at 21.7% annualized versus 14.1% for VOO. Worst drawdown: IGPT -50.1% vs VOO -34.3%.
Should I hold both IGPT and VOO?
IGPT and VOO have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IGPT and VOO?
IGPT and VOO share 28 common holdings with a 19.1% weight overlap. Combined, they hold 579 unique securities.
Which pays a higher dividend, IGPT or VOO?
IGPT yields 0.01% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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