IPKW vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: IPKWMore Diversified: VOO

Side-by-Side Comparison

MetricIPKWVOOWinner
Expense Ratio0.55%0.03%
AUM$539M$979.0B
Dividend Yield3.62%1.09%
Holdings178509
YTD Return+12.03%+13.80%
1Y Return+26.47%+23.71%
3Y Return (annualized)+25.24%+21.50%
5Y Return (annualized)+11.70%+13.44%
Volatility (annualized)16.5%14.1%
Max Drawdown-50.3%-34.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionFeb 24, 2014Sep 7, 2010

IPKW vs VOO Performance

Invesco International BuyBack Achievers ETF (IPKW) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IPKW returned +26.47% while VOO returned +23.71%. Year to date, IPKW is up 12.03% versus a gain of 13.80% for VOO.

Over three years, IPKW compounded at +25.24% per year against +21.50% for VOO; over five years the annualized figures are +11.70% and +13.44% respectively. Across the full 12-year window we track, VOO has the edge at +13.58% annualized vs +9.55%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IPKW has been the more volatile fund, with annualized monthly volatility of 16.5% 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 -50.3% for IPKW 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

IPKW charges 0.55% per year while VOO charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, IPKW currently yields 3.62% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

IPKW and VOO share 0 holdings out of 664 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, IPKW or VOO?

IPKW has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

Which performed better, IPKW or VOO?

Over the past year IPKW returned +26.47% vs +23.71% for VOO, so IPKW leads on 1-year performance. Over the longest common window we track (12 years), IPKW annualized +9.55% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, IPKW or VOO?

IPKW has been the more volatile fund at 16.5% annualized versus 14.1% for VOO. Worst drawdown: IPKW -50.3% vs VOO -34.3%.

Should I hold both IPKW and VOO?

IPKW 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 IPKW and VOO?

IPKW and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 664 unique securities.

Which pays a higher dividend, IPKW or VOO?

IPKW yields 3.62% while VOO yields 1.09%, so IPKW currently pays the higher dividend yield.

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