QDVO vs VOO

QDVO vs VOO

Which is better, QDVO or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. QDVO led over the full window, VOO over 1Y. The two have moved almost in lockstep, correlation 0.96. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 56.6%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: VOO

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

MetricQDVOVOO
Expense Ratio0.56%0.03%Best
AUM$744M$997.4B
Dividend Yield11.62%1.04%
Holdings97509
YTD Return+8.69%+11.01%Best
1Y Return+11.91%+15.60%Best
3Y Return (annualized)-+20.82%
5Y Return (annualized)-+12.60%
Volatility (annualized)13.6%12.5%Best
Max Drawdown-18.6%Best-18.7%
$10,000 over 2.1 years$14,560Best$13,973
Top 10 Weight56.6%37.6%Best
Fund FamilyAmplify ETFsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionAug 22, 2024Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Aug 22, 2024 to Sep 16, 2026 (2.1 years).

QDVO 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 2.1 years both funds cover.

QDVO vs VOO Performance

Amplify CWP Growth & Income ETF (QDVO) is an ETF from Amplify ETFs and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year QDVO returned +11.91% while VOO returned +15.60%. Year to date, QDVO is up 8.69% versus a gain of 11.01% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QDVO has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.5% 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 -18.6% for QDVO and -18.7% 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

QDVO charges 0.56% per year while VOO charges 0.03%. On a $10,000 position that is $56 vs $3 annually, a gap of $53 per year that compounds over a long holding period. On income, QDVO currently yields 11.62% against 1.04% for VOO.

Holdings Overlap

QDVO already in VOO95.8%
VOO already in QDVO48.2%

95.8% of QDVO's money is in holdings VOO also owns. 48.2% of VOO's money is in holdings QDVO also owns.

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

35 positions in common, counted across the 39 positions we hold weights for in QDVO and 494 in VOO, against full books of 97 and 509.

What only one of them owns

Our book lists 452 positions for VOO that do not appear in our book for QDVO (50.9% of the fund), and 4 for QDVO that do not appear in VOO (5.1%).

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 QDVOWeight in VOODifference
NVDANvidia Corp10.47%7.55%2.92%
AAPLApple, Inc8.51%7.05%1.46%
GOOGLAlphabet Inc,class A8.28%3.24%5.04%
MSFTMicrosoft Corp6.01%5.36%0.65%
AMZNAmazon.Com Inc5.39%4.13%1.26%
AVGOBroadcom Inc3.64%2.86%0.78%
MUMicron Technology, Inc.4.01%1.44%2.57%
TSLATesla Inc3.72%1.36%2.36%
METAMeta Platforms Inc3.15%1.90%1.25%
LLYEli Lilly & Co.3.40%1.41%1.99%

95.8% of QDVO 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.

QDVOVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QDVO or VOO?

QDVO has an expense ratio of 0.56% while VOO charges 0.03%. VOO is the cheaper option, by $53 a year on a $10,000 investment.

Which performed better, QDVO or VOO?

Over the past year QDVO returned +11.91% vs +15.60% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), QDVO annualized +19.59% vs +17.27% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QDVO or VOO?

QDVO has been the more volatile fund at 13.6% annualized versus 12.5% for VOO. Worst drawdown: QDVO -18.6% vs VOO -18.7%.

Should I hold both QDVO and VOO?

QDVO and VOO have a monthly-return correlation of 0.96, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between QDVO and VOO?

95.8% of QDVO's money is in holdings VOO also owns. 48.2% of VOO's is in holdings QDVO also owns. They hold 35 positions in common, counted across the 39 positions we hold weights for in QDVO and 494 in VOO.

Which pays a higher dividend, QDVO or VOO?

QDVO yields 11.62% while VOO yields 1.04%, so QDVO currently pays the higher dividend yield.

Is VOO better than QDVO?

VOO has a lower expense ratio. QDVO led over the full window, VOO over 1Y. The two have moved almost in lockstep, correlation 0.96. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 56.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.