QMID vs VOO

QMID vs VOO

Which is better, QMID or VOO?

Mid Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window. QMID is less concentrated, with 14.5% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: QMID

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

MetricQMIDVOO
Expense Ratio0.38%0.03%Best
AUM$2M$997.4B
Dividend Yield0.48%1.04%
Holdings126509
YTD Return+3.19%+14.14%Best
1Y Return+3.11%+17.31%Best
3Y Return (annualized)-+23.16%
5Y Return (annualized)-+13.85%
Volatility (annualized)14.2%12.0%Best
Max Drawdown-23.6%-18.7%Best
$10,000 over 2.7 years$12,101$16,534Best
Top 10 Weight14.5%Best37.6%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Blend
InceptionJan 25, 2024Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Jan 25, 2024 to Sep 21, 2026 (2.7 years).

QMID 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 2.7 years both funds cover.

QMID vs VOO Performance

WisdomTree US MidCap Quality Growth Fund (QMID) is an ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year QMID returned +3.11% while VOO returned +17.31%. Year to date, QMID is up 3.19% versus a gain of 14.14% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QMID has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 12.0% 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 -23.6% for QMID 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QMID 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, QMID currently yields 0.48% against 1.04% for VOO.

Holdings Overlap

QMID already in VOO18.1%
VOO already in QMID0.3%

18.1% of QMID's money is in holdings VOO also owns. 0.3% of VOO's money is in holdings QMID also owns.

QMID and VOO share little of their money.

19 positions in common, counted across the 125 positions we hold weights for in QMID and 494 in VOO, against full books of 126 and 509.

What only one of them owns

Our book lists 468 positions for VOO that do not appear in our book for QMID (98.8% of the fund), and 103 for QMID that do not appear in VOO (79.2%).

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 QMIDWeight in VOODifference
TYLTyler Technologies Inc1.29%0.02%1.27%
EGEverest Group Ltd Common Stock1.28%0.02%1.26%
TKOTko Group Holdings Inc1.18%0.02%1.16%
LULULululemon Athletica, Inc1.15%0.02%1.13%
MKCMccormick & Co Inc.1.15%0.02%1.13%
GDDYGodaddy Inc. Class A1.12%0.02%1.10%
RLRalph Lauren Corp. Class A1.04%0.02%1.02%
ALLEAllegion Plc1.03%0.02%1.01%
ITGartner Inc.1.01%0.02%0.99%
DECKDeckers Outdoor Corp0.99%0.02%0.97%

You are not choosing between two funds in isolation.

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

QMIDVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QMID or VOO?

QMID has an expense ratio of 0.38% while VOO charges 0.03%. VOO is the cheaper option, by $35 a year on a $10,000 investment.

Which performed better, QMID or VOO?

Over the past year QMID returned +3.11% vs +17.31% 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, QMID or VOO?

QMID has been the more volatile fund at 14.2% annualized versus 12.0% for VOO. Worst drawdown: QMID -23.6% vs VOO -18.7%.

Should I hold both QMID and VOO?

QMID and VOO have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between QMID and VOO?

18.1% of QMID's money is in holdings VOO also owns. 0.3% of VOO's is in holdings QMID also owns. They hold 19 positions in common, counted across the 125 positions we hold weights for in QMID and 494 in VOO.

Which pays a higher dividend, QMID or VOO?

QMID yields 0.48% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than QMID?

VOO has a lower expense ratio. VOO led over 1Y and the full window. QMID is less concentrated, with 14.5% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.