LQTI vs VOO

LQTI vs VOO
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Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricLQTIVOOWinner
Expense Ratio0.65%0.03%
AUM$270M$997.4B
Dividend Yield9.31%1.08%
Holdings4509
YTD Return-0.55%+14.27%
1Y Return+1.48%+21.79%
3Y Return (annualized)-+22.19%
5Y Return (annualized)-+13.28%
Volatility (annualized)3.6%14.2%
Max Drawdown-3.4%-34.3%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
InceptionFeb 12, 2025Sep 7, 2010

LQTI vs VOO Performance

FT Vest Investment Grade & Target Income ETF (LQTI) is a ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LQTI returned +1.48% while VOO returned +21.79%. Year to date, LQTI is down 0.55% versus a gain of 14.27% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 3.6% for LQTI. 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 -3.4% for LQTI 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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

LQTI 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, LQTI currently yields 9.31% against 1.08% for VOO.

Frequently Asked Questions

Which is cheaper, LQTI or VOO?

LQTI 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, LQTI or VOO?

Over the past year LQTI returned +1.48% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), LQTI annualized +3.75% vs +13.59% for VOO. Past performance does not guarantee future results.

Which is riskier, LQTI or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 3.6% for LQTI. Worst drawdown: LQTI -3.4% vs VOO -34.3%.

Should I hold both LQTI and VOO?

LQTI and VOO have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, LQTI or VOO?

LQTI yields 9.31% while VOO yields 1.08%, so LQTI currently pays the higher dividend yield.

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