QGRW vs VOO

Quick Verdict

VOO has a lower expense ratio. QGRW delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: QGRWMore Diversified: VOO

Side-by-Side Comparison

MetricQGRWVOOWinner
Expense Ratio0.28%0.03%
AUM$2.7B$979.0B
Dividend Yield0.08%1.09%
Holdings100509
YTD Return+17.02%+14.48%
1Y Return+25.18%+22.02%
3Y Return (annualized)+28.08%+21.80%
5Y Return (annualized)-+13.36%
Volatility (annualized)18.2%14.2%
Max Drawdown-24.4%-34.3%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
InceptionDec 15, 2022Sep 7, 2010

QGRW vs VOO Performance

WisdomTree US Quality Growth Fund (QGRW) is a ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year QGRW returned +25.18% while VOO returned +22.02%. Year to date, QGRW is up 17.02% versus a gain of 14.48% for VOO.

Over three years, QGRW compounded at +28.08% per year against +21.80% for VOO. Across the full 4-year window we track, QGRW has the edge at +33.02% annualized vs +13.61%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QGRW has been the more volatile fund, with annualized monthly volatility of 18.2% compared with 14.2% 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 -24.4% for QGRW 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

QGRW charges 0.28% per year while VOO charges 0.03%. On a $10,000 position that is $28 vs $3 annually, a gap of $25 per year that compounds over a long holding period. On income, QGRW currently yields 0.08% against 1.09% for VOO.

Holdings Overlap

48.7%overlap

QGRW and VOO share 76 holdings out of 527 unique holdings combined, representing a 48.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QGRWWeight in VOODifference
NVDA14.50%7.51%6.99%
AAPL6.83%6.59%0.24%
GOOG9.02%2.59%6.43%
MSFTProProPro
METAProProPro
AMZNProProPro
AVGOProProPro
TSLAProProPro
LLYProProPro
MUProProPro
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Frequently Asked Questions

Which is cheaper, QGRW or VOO?

QGRW has an expense ratio of 0.28% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $25 per year of difference.

Which performed better, QGRW or VOO?

Over the past year QGRW returned +25.18% vs +22.02% for VOO, so QGRW leads on 1-year performance. Over the longest common window we track (4 years), QGRW annualized +33.02% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, QGRW or VOO?

QGRW has been the more volatile fund at 18.2% annualized versus 14.2% for VOO. Worst drawdown: QGRW -24.4% vs VOO -34.3%.

Should I hold both QGRW and VOO?

QGRW and VOO have a monthly-return correlation of 0.92, 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 QGRW and VOO?

QGRW and VOO share 76 common holdings with a 48.7% weight overlap. Combined, they hold 527 unique securities.

Which pays a higher dividend, QGRW or VOO?

QGRW yields 0.08% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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