IQDG vs VOO
WisdomTree International Quality Dividend Growth Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | IQDG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.42% | 0.03% | |
| AUM | $731M | $997.4B | |
| Dividend Yield | 2.36% | 1.08% | |
| Holdings | 262 | 509 | |
| YTD Return | +6.05% | +12.25% | |
| 1Y Return | +13.89% | +20.92% | |
| 3Y Return (annualized) | +11.68% | +21.79% | |
| 5Y Return (annualized) | +4.26% | +13.05% | |
| Volatility (annualized) | 16.0% | 14.1% | |
| Max Drawdown | -35.0% | -34.3% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 7, 2016 | Sep 7, 2010 |
IQDG vs VOO Performance
WisdomTree International Quality Dividend Growth Fund (IQDG) is a ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IQDG returned +13.89% while VOO returned +20.92%. Year to date, IQDG is up 6.05% versus a gain of 12.25% for VOO.
Over three years, IQDG compounded at +11.68% per year against +21.79% for VOO; over five years the annualized figures are +4.26% and +13.05% respectively. Across the full 10-year window we track, VOO has the edge at +13.45% annualized vs +8.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IQDG has been the more volatile fund, with annualized monthly volatility of 16.0% 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 -35.0% for IQDG 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 0.83. 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 2.36% against 1.08% for VOO.
Holdings Overlap
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. On a $10,000 investment, that is $39 per year of difference.
Which performed better, IQDG or VOO?
Over the past year IQDG returned +13.89% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (10 years), IQDG annualized +8.07% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, IQDG or VOO?
IQDG has been the more volatile fund at 16.0% annualized versus 14.1% 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 combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IQDG and VOO?
IQDG and VOO share 2 common holdings with a 0.1% weight overlap. Combined, they hold 761 unique securities.
Which pays a higher dividend, IQDG or VOO?
IQDG yields 2.36% while VOO yields 1.08%, so IQDG currently pays the higher dividend yield.
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