INEQ vs VOO
Columbia International Equity Income ETF vs Vanguard S&P 500 ETF
Which is better, INEQ or VOO?
Large Cap Value against Large Cap Blend.
VOO has a lower expense ratio. INEQ led over 1Y, 3Y and 5Y, VOO over the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 39.6%.
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
| Metric | INEQ | VOO |
|---|---|---|
| Expense Ratio | 0.45% | 0.03%Best |
| AUM | $105M | $997.4B |
| Dividend Yield | 9.13% | 1.04% |
| Holdings | 103 | 509 |
| YTD Return | +14.36%Best | +12.50% |
| 1Y Return | +22.30%Best | +17.58% |
| 3Y Return (annualized) | +21.45%Best | +21.27% |
| 5Y Return (annualized) | +12.97%Best | +12.95% |
| Volatility (annualized) | 15.3%Tie | 15.3%Tie |
| Max Drawdown | -47.2% | -34.3%Best |
| $10,000 over 5 years | $18,400Best | $18,384 |
| Top 10 Weight | 39.6% | 36.4%Best |
| Fund Family | Columbia Threadneedle Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Jun 13, 2016 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Jun 13, 2016 to Sep 11, 2026 (10.2 years).
INEQ vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 10.2 years both funds cover.
INEQ vs VOO Performance
Columbia International Equity Income ETF (INEQ) is an ETF from Columbia Threadneedle Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year INEQ returned +22.30% while VOO returned +17.58%. Year to date, INEQ is up 14.36% versus a gain of 12.50% for VOO.
Over three years, INEQ compounded at +21.45% per year against +21.27% for VOO; over five years the annualized figures are +12.97% and +12.95% respectively. Across the full 10-year window we track, VOO has the edge at +14.41% annualized vs +8.07%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
INEQ and VOO have been equally volatile, both at 15.3% annualized.
The deepest peak-to-trough decline in our data was -47.2% for INEQ 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
INEQ 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, INEQ currently yields 9.13% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 99 holdings in INEQ and 505 in VOO, totalling 99.4% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 99 positions we hold weights for in INEQ and 505 in VOO, against full books of 103 and 509.
What only one of them owns
Our book lists 496 positions for VOO that do not appear in our book for INEQ (99.4% of the fund), and 0 for INEQ that do not appear in VOO (0.0%).
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.
You are not choosing between two funds in isolation.
Whichever of INEQ and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, INEQ or VOO?
INEQ has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option, by $42 a year on a $10,000 investment.
Which performed better, INEQ or VOO?
Over the past year INEQ returned +22.30% vs +17.58% for VOO, so INEQ leads on 1-year performance. Over the longest common window we track (10 years), INEQ annualized +8.07% vs +14.41% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, INEQ or VOO?
INEQ and VOO have been equally volatile, both at 15.3% annualized. Worst drawdown: INEQ -47.2% vs VOO -34.3%.
Should I hold both INEQ and VOO?
INEQ and VOO have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, INEQ or VOO?
INEQ yields 9.13% while VOO yields 1.04%, so INEQ currently pays the higher dividend yield.
Is VOO better than INEQ?
VOO has a lower expense ratio. INEQ led over 1Y, 3Y and 5Y, VOO over the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 39.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.