IQRA vs VOO
NYLI CBRE Real Assets ETF 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 | IQRA | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $7M | $997.4B | |
| Dividend Yield | 2.65% | 1.08% | |
| Holdings | 107 | 509 | |
| YTD Return | +9.31% | +12.68% | |
| 1Y Return | +12.26% | +21.87% | |
| 3Y Return (annualized) | +12.51% | +22.06% | |
| 5Y Return (annualized) | - | +12.95% | |
| Volatility (annualized) | 13.6% | 14.1% | |
| Max Drawdown | -15.7% | -34.3% | |
| Fund Family | IndexIQ Trust | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 10, 2023 | Sep 7, 2010 |
IQRA vs VOO Performance
NYLI CBRE Real Assets ETF (IQRA) is a ETF from IndexIQ Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IQRA returned +12.26% while VOO returned +21.87%. Year to date, IQRA is up 9.31% versus a gain of 12.68% for VOO.
Over three years, IQRA compounded at +12.51% per year against +22.06% for VOO. Across the full 3-year window we track, VOO has the edge at +13.47% annualized vs +9.16%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.6% for IQRA. 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 -15.7% for IQRA 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IQRA charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, IQRA currently yields 2.65% against 1.08% for VOO.
Holdings Overlap
IQRA and VOO share 27 holdings out of 580 unique holdings combined, representing a 2.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IQRA or VOO?
IQRA has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, IQRA or VOO?
Over the past year IQRA returned +12.26% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), IQRA annualized +9.16% vs +13.47% for VOO. Past performance does not guarantee future results.
Which is riskier, IQRA or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.6% for IQRA. Worst drawdown: IQRA -15.7% vs VOO -34.3%.
Should I hold both IQRA and VOO?
IQRA and VOO have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IQRA and VOO?
IQRA and VOO share 27 common holdings with a 2.8% weight overlap. Combined, they hold 580 unique securities.
Which pays a higher dividend, IQRA or VOO?
IQRA yields 2.65% while VOO yields 1.08%, so IQRA currently pays the higher dividend yield.
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