IQDG vs VOO
WisdomTree International Quality Dividend Growth Fund vs Vanguard S&P 500 ETF
Which is better, IQDG or VOO?
Large Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.
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 | IQDG | VOO |
|---|---|---|
| Expense Ratio | 0.42% | 0.03%Best |
| AUM | $675M | $1.0T |
| Dividend Yield | 2.40% | 1.05% |
| Holdings | 558 | 519 |
| YTD Return | -0.07% | +8.52%Best |
| 1Y Return | +5.76% | +10.96%Best |
| 3Y Return (annualized) | +10.77% | +20.51%Best |
| 5Y Return (annualized) | +3.01% | +10.97%Best |
| Volatility (annualized) | 15.9% | 15.1%Best |
| Max Drawdown | -35.0% | -34.3%Best |
| $10,000 over 5 years | $11,598 | $16,828Best |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Apr 7, 2016 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Apr 7, 2016 to Nov 6, 2026 (10.6 years).
IQDG 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 10.6 years both funds cover.
IQDG vs VOO Performance
WisdomTree International Quality Dividend Growth Fund (IQDG) is an ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year IQDG returned +5.76% while VOO returned +10.96%. Year to date, IQDG is down 0.07% versus a gain of 8.52% for VOO.
Over three years, IQDG compounded at +10.77% per year against +20.51% for VOO; over five years the annualized figures are +3.01% and +10.97% respectively. Across the full 11-year window we track, VOO has the edge at +13.77% annualized vs +7.29%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IQDG has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 15.1% 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 -35.0% for IQDG 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IQDG charges 0.42% per year while VOO charges 0.03%. On a $10,000 position that is $42 vs $3 annually, a gap of $39 per year that compounds over a long holding period. On income, IQDG currently yields 2.40% against 1.05% for VOO.
Holdings Overlap
At least 0.4% of VOO's money is in holdings IQDG also owns.
Stated as a floor: for IQDG, our book for it covers 94.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 263 positions we hold weights for in IQDG and 506 in VOO, against full books of 558 and 519.
Top Shared Holdings
| Stock | Weight in IQDG | Weight in VOO | Difference |
|---|---|---|---|
| ORCLOracle Corp - Common | 0.05% | 0.36% | 0.31% |
You are not choosing between two funds in isolation.
Whichever of IQDG 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, IQDG or VOO?
IQDG has an expense ratio of 0.42% while VOO charges 0.03%. VOO is the cheaper option, by $39 a year on a $10,000 investment.
Which performed better, IQDG or VOO?
Over the past year IQDG returned +5.76% vs +10.96% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (11 years), IQDG annualized +7.29% vs +13.77% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IQDG or VOO?
IQDG has been the more volatile fund at 15.9% annualized versus 15.1% for VOO. Worst drawdown: IQDG -35.0% vs VOO -34.3%.
Should I hold both IQDG and VOO?
IQDG and VOO have a monthly-return correlation of 0.83, 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, IQDG or VOO?
IQDG yields 2.40% while VOO yields 1.05%, so IQDG currently pays the higher dividend yield.
Is VOO better than IQDG?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.