IWLG vs VOO
NYLI Winslow 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 509 holdings.
Side-by-Side Comparison
| Metric | IWLG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $334M | $997.4B | |
| Dividend Yield | 0.00% | 1.08% | |
| Holdings | 42 | 509 | |
| YTD Return | +4.03% | +12.68% | |
| 1Y Return | +9.27% | +21.87% | |
| 3Y Return (annualized) | +21.65% | +22.06% | |
| 5Y Return (annualized) | - | +12.95% | |
| Volatility (annualized) | 19.1% | 14.1% | |
| Max Drawdown | -23.2% | -34.3% | |
| Fund Family | New York Life Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 22, 2022 | Sep 7, 2010 |
IWLG vs VOO Performance
NYLI Winslow Large Cap Growth ETF (IWLG) 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 IWLG returned +9.27% while VOO returned +21.87%. Year to date, IWLG is up 4.03% versus a gain of 12.68% for VOO.
Over three years, IWLG compounded at +21.65% per year against +22.06% for VOO. Across the full 4-year window we track, IWLG has the edge at +21.35% annualized vs +13.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IWLG has been the more volatile fund, with annualized monthly volatility of 19.1% 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 -23.2% for IWLG 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
IWLG charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, IWLG currently yields 0.00% against 1.08% for VOO.
Holdings Overlap
IWLG and VOO share 35 holdings out of 512 unique holdings combined, representing a 40.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IWLG or VOO?
IWLG has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, IWLG or VOO?
Over the past year IWLG returned +9.27% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), IWLG annualized +21.35% vs +13.47% for VOO. Past performance does not guarantee future results.
Which is riskier, IWLG or VOO?
IWLG has been the more volatile fund at 19.1% annualized versus 14.1% for VOO. Worst drawdown: IWLG -23.2% vs VOO -34.3%.
Should I hold both IWLG and VOO?
IWLG 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 IWLG and VOO?
IWLG and VOO share 35 common holdings with a 40.0% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, IWLG or VOO?
IWLG yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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