QGRW vs VOO

QGRW vs VOO

Which is better, QGRW or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. QGRW led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92.

Lower Fees: VOOHigher Returns: QGRW

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

MetricQGRWVOO
Expense Ratio0.28%0.03%Best
AUM$2.9B$997.4B
Dividend Yield0.07%1.04%
Holdings102509
YTD Return+17.69%Best+14.14%
1Y Return+19.43%Best+17.31%
3Y Return (annualized)+29.67%Best+23.04%
5Y Return (annualized)-+13.63%
Volatility (annualized)17.9%12.5%Best
Max Drawdown-24.4%-18.7%Best
$10,000 over 3.8 years$28,819Best$21,091
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionDec 15, 2022Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Dec 15, 2022 to Sep 22, 2026 (3.8 years).

QGRW 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 3.8 years both funds cover.

QGRW vs VOO Performance

WisdomTree US Quality Growth Fund (QGRW) is an ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year QGRW returned +19.43% while VOO returned +17.31%. Year to date, QGRW is up 17.69% versus a gain of 14.14% for VOO.

Over three years, QGRW compounded at +29.67% per year against +23.04% for VOO. Across the full 4-year window we track, QGRW has the edge at +32.12% annualized vs +21.70%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QGRW has been the more volatile fund, with annualized monthly volatility of 17.9% 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 -24.4% for QGRW 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 0.92. 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 0.07% against 1.04% for VOO.

Holdings Overlap

VOO already in QGRW46.8%

At least 46.8% of VOO's money is in holdings QGRW also owns.

Stated as a floor: for QGRW, our book for it covers 91.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

76 positions in common, counted across the 98 positions we hold weights for in QGRW and 494 in VOO, against full books of 102 and 509.

Top Shared Holdings

StockWeight in QGRWWeight in VOODifference
NVDANvidia Corp12.71%7.55%5.16%
MSFTMicrosoft Corp9.46%5.36%4.10%
AMZNAmazon.Com Inc7.19%4.13%3.06%
AAPLApple, Inc3.16%7.05%3.89%
METAMeta Platforms Inc5.79%1.90%3.89%
AVGOBroadcom Inc3.08%2.86%0.22%
LLYEli Lilly & Co.3.21%1.41%1.80%
MUMicron Technology, Inc.2.58%1.44%1.14%
AMDAdvanced Micro Devices Inc2.04%1.21%0.83%
VVisa Inc Class A2.02%0.93%1.09%

46.8% of VOO is already inside QGRW.

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

QGRWVOO

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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, by $25 a year on a $10,000 investment.

Which performed better, QGRW or VOO?

Over the past year QGRW returned +19.43% vs +17.31% for VOO, so QGRW leads on 1-year performance. Over the longest common window we track (4 years), QGRW annualized +32.12% vs +21.70% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QGRW or VOO?

QGRW has been the more volatile fund at 17.9% annualized versus 12.5% for VOO. Worst drawdown: QGRW -24.4% vs VOO -18.7%.

Should I hold both QGRW and VOO?

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

At least 46.8% of VOO's money is in holdings QGRW also owns. Our book for QGRW is partial, so the real figure is this or higher. They hold 76 positions in common, counted across the 98 positions we hold weights for in QGRW and 494 in VOO.

Which pays a higher dividend, QGRW or VOO?

QGRW yields 0.07% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than QGRW?

VOO has a lower expense ratio. QGRW led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.