IQDY vs VOO

IQDY vs VOO
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Quick Verdict

VOO has a lower expense ratio. IQDY delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: IQDYMore Diversified: VOO

Side-by-Side Comparison

MetricIQDYVOOWinner
Expense Ratio0.47%0.03%
AUM$114M$997.4B
Dividend Yield2.96%1.08%
Holdings252509
YTD Return+19.89%+12.68%
1Y Return+35.59%+21.87%
3Y Return (annualized)+26.41%+22.06%
5Y Return (annualized)+13.35%+12.95%
Volatility (annualized)17.2%14.1%
Max Drawdown-45.3%-34.3%
Fund FamilyFlexshares TrustVanguard (US)
CategoryEquityEquity
InceptionApr 12, 2013Sep 7, 2010

IQDY vs VOO Performance

FlexShares International Quality Dividend Dynamic Index Fund (IQDY) is a ETF from Flexshares Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IQDY returned +35.59% while VOO returned +21.87%. Year to date, IQDY is up 19.89% versus a gain of 12.68% for VOO.

Over three years, IQDY compounded at +26.41% per year against +22.06% for VOO; over five years the annualized figures are +13.35% and +12.95% respectively. Across the full 13-year window we track, VOO has the edge at +13.47% annualized vs +6.59%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IQDY has been the more volatile fund, with annualized monthly volatility of 17.2% 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 -45.3% for IQDY 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IQDY 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, IQDY currently yields 2.96% against 1.08% for VOO.

Holdings Overlap

0.1%overlap

IQDY and VOO share 1 holdings out of 703 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IQDYWeight in VOODifference
ROP0.19%0.05%0.14%

Frequently Asked Questions

Which is cheaper, IQDY or VOO?

IQDY 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, IQDY or VOO?

Over the past year IQDY returned +35.59% vs +21.87% for VOO, so IQDY leads on 1-year performance. Over the longest common window we track (13 years), IQDY annualized +6.59% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, IQDY or VOO?

IQDY has been the more volatile fund at 17.2% annualized versus 14.1% for VOO. Worst drawdown: IQDY -45.3% vs VOO -34.3%.

Should I hold both IQDY and VOO?

IQDY and VOO have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IQDY and VOO?

IQDY and VOO share 1 common holdings with a 0.1% weight overlap. Combined, they hold 703 unique securities.

Which pays a higher dividend, IQDY or VOO?

IQDY yields 2.96% while VOO yields 1.08%, so IQDY currently pays the higher dividend yield.

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