QOWZ vs VOO

QOWZ vs VOO

Which is better, QOWZ or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 40.9%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: 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

MetricQOWZVOO
Expense Ratio0.39%0.03%Best
AUM$11M$997.4B
Dividend Yield0.25%1.04%
Holdings52509
YTD Return+1.80%+12.50%Best
1Y Return-1.85%+17.58%Best
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.95%
Volatility (annualized)14.6%11.8%Best
Max Drawdown-20.4%-18.7%Best
$10,000 over 2.8 years$15,425$17,543Best
Top 10 Weight40.9%36.4%Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionDec 6, 2023Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 6, 2023 to Sep 11, 2026 (2.8 years).

QOWZ 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 2.8 years both funds cover.

QOWZ vs VOO Performance

Invesco Nasdaq Free Cash Flow Achievers ETF (QOWZ) is an ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year QOWZ returned -1.85% while VOO returned +17.58%. Year to date, QOWZ is up 1.80% versus a gain of 12.50% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QOWZ has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.8% 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 -20.4% for QOWZ 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QOWZ charges 0.39% per year while VOO charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, QOWZ currently yields 0.25% against 1.04% for VOO.

Holdings Overlap

QOWZ already in VOO79.8%
VOO already in QOWZ13.4%

79.8% of QOWZ's money is in holdings VOO also owns. 13.4% of VOO's money is in holdings QOWZ also owns.

Most of QOWZ is already inside VOO. Owning both mostly buys the same companies twice.

33 positions in common, counted across the 51 positions we hold weights for in QOWZ and 505 in VOO, against full books of 52 and 509.

What only one of them owns

Measured across the 51 and 505 positions we hold weights for.

VOO holds 463 positions QOWZ does not, 86.0% of the fund.

Largest: AAPL 6.59%, MSFT 4.30%, AMZN 3.62%, GOOGL 3.25%, GOOG 2.59%

Top Shared Holdings

StockWeight in QOWZWeight in VOODifference
NVDANvidia Corp.9.56%7.51%2.05%
AVGOBroadcom Inc6.61%2.77%3.84%
MAMastercard Inc4.78%0.64%4.14%
KLACKla Corp.3.49%0.61%2.88%
FTNTFortinet Inc.3.08%0.15%2.93%
CRMSalesforce Inc.2.92%0.20%2.72%
ADPAutomatic Data Processing, Inc.2.94%0.14%2.80%
NOWServicenow, Inc.2.60%0.16%2.44%
ADBEAdobe Inc2.53%0.13%2.40%
INTUIntuit, Inc.2.37%0.11%2.26%

79.8% of QOWZ is already inside VOO.

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

QOWZVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QOWZ or VOO?

QOWZ has an expense ratio of 0.39% while VOO charges 0.03%. VOO is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, QOWZ or VOO?

Over the past year QOWZ returned -1.85% vs +17.58% 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, QOWZ or VOO?

QOWZ has been the more volatile fund at 14.6% annualized versus 11.8% for VOO. Worst drawdown: QOWZ -20.4% vs VOO -18.7%.

Should I hold both QOWZ and VOO?

QOWZ and VOO have a monthly-return correlation of 0.82, 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 QOWZ and VOO?

79.8% of QOWZ's money is in holdings VOO also owns. 13.4% of VOO's is in holdings QOWZ also owns. They hold 33 positions in common, counted across the 51 positions we hold weights for in QOWZ and 505 in VOO.

Which pays a higher dividend, QOWZ or VOO?

QOWZ yields 0.25% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than QOWZ?

VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 40.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.