QHY vs VOO

QHY 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

MetricQHYVOOWinner
Expense Ratio0.38%0.03%
AUM$243M$997.4B
Dividend Yield6.28%1.08%
Holdings506509
YTD Return-1.29%+12.68%
1Y Return+1.45%+21.87%
3Y Return (annualized)+6.77%+22.06%
5Y Return (annualized)+2.31%+12.95%
Volatility (annualized)7.8%14.1%
Max Drawdown-42.4%-34.3%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionApr 27, 2016Sep 7, 2010

QHY vs VOO Performance

WisdomTree US High Yield Corporate Bond Fund (QHY) is a ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year QHY returned +1.45% while VOO returned +21.87%. Year to date, QHY is down 1.29% versus a gain of 12.68% for VOO.

Over three years, QHY compounded at +6.77% per year against +22.06% for VOO; over five years the annualized figures are +2.31% and +12.95% respectively. Across the full 10-year window we track, VOO has the edge at +13.47% annualized vs +4.56%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 7.8% for QHY. 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 -42.4% for QHY 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QHY charges 0.38% per year while VOO charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, QHY currently yields 6.28% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

QHY and VOO share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, QHY or VOO?

QHY has an expense ratio of 0.38% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, QHY or VOO?

Over the past year QHY returned +1.45% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (10 years), QHY annualized +4.56% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, QHY or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 7.8% for QHY. Worst drawdown: QHY -42.4% vs VOO -34.3%.

Should I hold both QHY and VOO?

QHY and VOO have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QHY and VOO?

QHY and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, QHY or VOO?

QHY yields 6.28% while VOO yields 1.08%, so QHY currently pays the higher dividend yield.

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