IHD vs VOO

Quick Verdict

VOO has a lower expense ratio. IHD delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: IHDMore Diversified: VOO

Side-by-Side Comparison

MetricIHDVOOWinner
Expense Ratio0.77%0.03%
AUM$108M$979.0B
Dividend Yield8.24%1.09%
Holdings627509
YTD Return+21.60%+13.44%
1Y Return+36.96%+22.62%
3Y Return (annualized)+26.40%+21.47%
5Y Return (annualized)+11.75%+13.27%
Volatility (annualized)19.4%14.1%
Max Drawdown-76.8%-34.3%
Fund FamilyVoya Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionApr 26, 2011Sep 7, 2010

IHD vs VOO Performance

Voya Emerging Markets High Dividend Equity Fund (IHD) is a ETF from Voya Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IHD returned +36.96% while VOO returned +22.62%. Year to date, IHD is up 21.60% versus a gain of 13.44% for VOO.

Over three years, IHD compounded at +26.40% per year against +21.47% for VOO; over five years the annualized figures are +11.75% and +13.27% respectively. Across the full 15-year window we track, VOO has the edge at +13.55% annualized vs -2.47%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IHD has been the more volatile fund, with annualized monthly volatility of 19.4% 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 -76.8% for IHD 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IHD charges 0.77% per year while VOO charges 0.03%. On a $10,000 position that is $77 vs $3 annually, a gap of $74 per year that compounds over a long holding period. On income, IHD currently yields 8.24% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

IHD and VOO share 0 holdings out of 811 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, IHD or VOO?

IHD has an expense ratio of 0.77% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $74 per year of difference.

Which performed better, IHD or VOO?

Over the past year IHD returned +36.96% vs +22.62% for VOO, so IHD leads on 1-year performance. Over the longest common window we track (15 years), IHD annualized -2.47% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, IHD or VOO?

IHD has been the more volatile fund at 19.4% annualized versus 14.1% for VOO. Worst drawdown: IHD -76.8% vs VOO -34.3%.

Should I hold both IHD and VOO?

IHD and VOO have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IHD and VOO?

IHD and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 811 unique securities.

Which pays a higher dividend, IHD or VOO?

IHD yields 8.24% while VOO yields 1.09%, so IHD currently pays the higher dividend yield.

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