QIS vs VOO

QIS vs VOO

Which is better, QIS or VOO?

Multi Alternative against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window.

Lower Fees: VOOHigher Returns: 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

MetricQISVOO
Expense Ratio1.21%0.03%Best
AUM$44M$997.4B
Dividend Yield1.83%1.04%
Holdings37509
YTD Return-16.72%+12.23%Best
1Y Return-37.12%+18.60%Best
3Y Return (annualized)-20.12%+20.98%Best
5Y Return (annualized)-+12.76%
Volatility (annualized)21.7%12.8%Best
Max Drawdown-63.5%-18.7%Best
$10,000 over 3.2 years$5,180$18,046Best
Fund FamilySimplify Exchange Traded FundsVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionJul 10, 2023Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Jul 11, 2023 to Sep 9, 2026 (3.2 years).

QIS 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 3.2 years both funds cover.

QIS vs VOO Performance

Simplify Multi-QIS Alternative ETF (QIS) is an ETF from Simplify Exchange Traded Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year QIS returned -37.12% while VOO returned +18.60%. Year to date, QIS is down 16.72% versus a gain of 12.23% for VOO.

Over three years, QIS compounded at -20.12% per year against +20.98% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QIS has been the more volatile fund, with annualized monthly volatility of 21.7% compared with 12.8% 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 -63.5% for QIS 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 0.30. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QIS charges 1.21% per year while VOO charges 0.03%. On a $10,000 position that is $121 vs $3 annually, a gap of $118 per year that compounds over a long holding period. On income, QIS currently yields 1.83% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 2 holdings in QIS and 505 in VOO, totalling 11.9% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 2 positions we hold weights for in QIS and 505 in VOO, against full books of 37 and 509.

You are not choosing between two funds in isolation.

Whichever of QIS and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QISVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QIS or VOO?

QIS has an expense ratio of 1.21% while VOO charges 0.03%. VOO is the cheaper option, by $118 a year on a $10,000 investment.

Which performed better, QIS or VOO?

Over the past year QIS returned -37.12% vs +18.60% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QIS or VOO?

QIS has been the more volatile fund at 21.7% annualized versus 12.8% for VOO. Worst drawdown: QIS -63.5% vs VOO -18.7%.

Should I hold both QIS and VOO?

QIS and VOO have a monthly-return correlation of 0.30, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, QIS or VOO?

QIS yields 1.83% while VOO yields 1.04%, so QIS currently pays the higher dividend yield.

Is VOO better than QIS?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.