QDIV vs VOO

QDIV vs VOO

Which is better, QDIV or VOO?

Large Cap Value against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. QDIV is less concentrated, with 22.7% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: QDIV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricQDIVVOO
Expense Ratio0.20%0.03%Best
AUM$31M$997.4B
Dividend Yield2.72%1.04%
Holdings53509
YTD Return+13.98%Best+13.31%
1Y Return+15.10%+17.07%Best
3Y Return (annualized)+11.59%+22.72%Best
5Y Return (annualized)+7.87%+13.19%Best
Volatility (annualized)18.0%16.7%Best
Max Drawdown-41.5%-34.3%Best
$10,000 over 5 years$14,605$18,580Best
Top 10 Weight22.7%Best37.6%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJul 13, 2018Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Jul 17, 2018 to Sep 23, 2026 (8.2 years).

QDIV vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8.2 years both funds cover.

QDIV vs VOO Performance

Global X S&P 500 Quality Dividend ETF (QDIV) is an ETF from Global X by mirae Asset and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year QDIV returned +15.10% while VOO returned +17.07%. Year to date, QDIV is up 13.98% versus a gain of 13.31% for VOO.

Over three years, QDIV compounded at +11.59% per year against +22.72% for VOO; over five years the annualized figures are +7.87% and +13.19% respectively. Across the full 8-year window we track, VOO has the edge at +14.21% annualized vs +7.80%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QDIV has been the more volatile fund, with annualized monthly volatility of 18.0% compared with 16.7% 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 -41.5% for QDIV and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QDIV charges 0.20% per year while VOO charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, QDIV currently yields 2.72% against 1.04% for VOO.

Holdings Overlap

QDIV already in VOO89.8%
VOO already in QDIV5.5%

89.8% of QDIV's money is in holdings VOO also owns. 5.5% of VOO's money is in holdings QDIV also owns.

Most of QDIV is already inside VOO. Owning both mostly buys the same companies twice.

45 positions in common, counted across the 50 positions we hold weights for in QDIV and 494 in VOO, against full books of 53 and 509.

What only one of them owns

Our book lists 442 positions for VOO that do not appear in our book for QDIV (93.7% of the fund), and 3 for QDIV that do not appear in VOO (5.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in QDIVWeight in VOODifference
XOMExxon Mobil Corp.2.02%1.00%1.02%
GILDGilead Sciences2.29%0.25%2.04%
TGTTarget Corp Common Stock Usd.08332.37%0.10%2.27%
ADPAutomatic Data Processing, Inc.2.27%0.17%2.10%
BMYBristol-Myers Squibb Co.2.23%0.21%2.02%
BDXBecton Dickinson And Co.2.35%0.07%2.28%
PGProcter & Gamble Company1.82%0.52%1.30%
COPConocophillips Common Stock USD 0.012.10%0.23%1.87%
CTSHCognizant Technology Solutions Corp. Class A2.27%0.04%2.23%
BRBroadridge Financial Solutions, Inc.2.28%0.03%2.25%

89.8% of QDIV is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

QDIVVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QDIV or VOO?

QDIV has an expense ratio of 0.20% while VOO charges 0.03%. VOO is the cheaper option, by $17 a year on a $10,000 investment.

Which performed better, QDIV or VOO?

Over the past year QDIV returned +15.10% vs +17.07% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), QDIV annualized +7.80% vs +14.21% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QDIV or VOO?

QDIV has been the more volatile fund at 18.0% annualized versus 16.7% for VOO. Worst drawdown: QDIV -41.5% vs VOO -34.3%.

Should I hold both QDIV and VOO?

QDIV and VOO have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between QDIV and VOO?

89.8% of QDIV's money is in holdings VOO also owns. 5.5% of VOO's is in holdings QDIV also owns. They hold 45 positions in common, counted across the 50 positions we hold weights for in QDIV and 494 in VOO.

Which pays a higher dividend, QDIV or VOO?

QDIV yields 2.72% while VOO yields 1.04%, so QDIV currently pays the higher dividend yield.

Is VOO better than QDIV?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. QDIV is less concentrated, with 22.7% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.