IQDF vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: IQDFMore Diversified: VOO

Side-by-Side Comparison

MetricIQDFVOOWinner
Expense Ratio0.47%0.03%
AUM$1.1B$979.0B
Dividend Yield3.04%1.09%
Holdings264509
YTD Return+16.75%+13.44%
1Y Return+31.36%+22.62%
3Y Return (annualized)+23.63%+21.47%
5Y Return (annualized)+11.42%+13.27%
Volatility (annualized)15.0%14.1%
Max Drawdown-47.3%-34.3%
Fund FamilyFlexshares TrustVanguard (US)
CategoryEquityEquity
InceptionApr 12, 2013Sep 7, 2010

IQDF vs VOO Performance

FlexShares International Quality Dividend Index Fund (IQDF) is a ETF from Flexshares Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IQDF returned +31.36% while VOO returned +22.62%. Year to date, IQDF is up 16.75% versus a gain of 13.44% for VOO.

Over three years, IQDF compounded at +23.63% per year against +21.47% for VOO; over five years the annualized figures are +11.42% and +13.27% respectively. Across the full 13-year window we track, VOO has the edge at +13.55% annualized vs +4.85%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IQDF has been the more volatile fund, with annualized monthly volatility of 15.0% 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 -47.3% for IQDF 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IQDF charges 0.47% per year while VOO charges 0.03%. On a $10,000 position that is $47 vs $3 annually, a gap of $44 per year that compounds over a long holding period. On income, IQDF currently yields 3.04% against 1.09% for VOO.

Holdings Overlap

0.1%overlap

IQDF and VOO share 1 holdings out of 693 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IQDFWeight in VOODifference
ROP1.73%0.05%1.68%

Frequently Asked Questions

Which is cheaper, IQDF or VOO?

IQDF has an expense ratio of 0.47% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $44 per year of difference.

Which performed better, IQDF or VOO?

Over the past year IQDF returned +31.36% vs +22.62% for VOO, so IQDF leads on 1-year performance. Over the longest common window we track (13 years), IQDF annualized +4.85% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, IQDF or VOO?

IQDF has been the more volatile fund at 15.0% annualized versus 14.1% for VOO. Worst drawdown: IQDF -47.3% vs VOO -34.3%.

Should I hold both IQDF and VOO?

IQDF and VOO have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IQDF and VOO?

IQDF and VOO share 1 common holdings with a 0.1% weight overlap. Combined, they hold 693 unique securities.

Which pays a higher dividend, IQDF or VOO?

IQDF yields 3.04% while VOO yields 1.09%, so IQDF currently pays the higher dividend yield.

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