IWFG vs VOO
NYLI Winslow Focused Large Cap Growth 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 505 holdings.
Side-by-Side Comparison
| Metric | IWFG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.46% | 0.03% | |
| AUM | $59M | $979.0B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 30 | 509 | |
| YTD Return | +3.58% | +13.44% | |
| 1Y Return | +5.58% | +22.62% | |
| 3Y Return (annualized) | +22.13% | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 18.4% | 14.1% | |
| Max Drawdown | -22.0% | -34.3% | |
| Fund Family | New York Life Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 22, 2022 | Sep 7, 2010 |
IWFG vs VOO Performance
NYLI Winslow Focused Large Cap Growth ETF (IWFG) is a ETF from New York Life Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IWFG returned +5.58% while VOO returned +22.62%. Year to date, IWFG is up 3.58% versus a gain of 13.44% for VOO.
Over three years, IWFG compounded at +22.13% per year against +21.47% for VOO. Across the full 4-year window we track, IWFG has the edge at +22.62% annualized vs +13.55%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IWFG has been the more volatile fund, with annualized monthly volatility of 18.4% 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 -22.0% for IWFG 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IWFG charges 0.46% per year while VOO charges 0.03%. On a $10,000 position that is $46 vs $3 annually, a gap of $43 per year that compounds over a long holding period. On income, IWFG currently yields 0.00% against 1.09% for VOO.
Holdings Overlap
IWFG and VOO share 25 holdings out of 508 unique holdings combined, representing a 35.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IWFG or VOO?
IWFG has an expense ratio of 0.46% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $43 per year of difference.
Which performed better, IWFG or VOO?
Over the past year IWFG returned +5.58% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), IWFG annualized +22.62% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, IWFG or VOO?
IWFG has been the more volatile fund at 18.4% annualized versus 14.1% for VOO. Worst drawdown: IWFG -22.0% vs VOO -34.3%.
Should I hold both IWFG and VOO?
IWFG and VOO have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IWFG and VOO?
IWFG and VOO share 25 common holdings with a 35.7% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, IWFG or VOO?
IWFG yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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