QUVU vs VOO

QUVU vs VOO

Which is better, QUVU or VOO?

Large Cap Value against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window. QUVU is less concentrated, with 25.8% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: QUVU

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

MetricQUVUVOO
Expense Ratio0.45%0.03%Best
AUM$174M$997.4B
Dividend Yield1.87%1.08%
Holdings72509
Volatility (annualized)11.6%Best12.7%
Max Drawdown-13.1%Best-18.7%
$10,000 over 2.5 years$13,110$16,752Best
Top 10 Weight25.8%Best36.4%
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 13, 2023Sep 7, 2010

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 132 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. QUVU has data through Apr 29, 2026 and VOO through Sep 8, 2026.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Oct 16, 2023 to Apr 29, 2026 (2.5 years).

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 11.6% for QUVU. 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 -13.1% for QUVU 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QUVU charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, QUVU currently yields 1.87% against 1.08% for VOO.

Holdings Overlap

QUVU already in VOO86.2%
VOO already in QUVU24.7%

86.2% of QUVU's money is in holdings VOO also owns. 24.7% of VOO's money is in holdings QUVU also owns.

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

The two holdings books were reported 181 days apart, QUVU as of Dec 31, 2025 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

59 positions in common, counted across the 70 positions we hold weights for in QUVU and 504 in VOO, against full books of 72 and 509.

What only one of them owns

Our book lists 435 positions for VOO that do not appear in our book for QUVU (74.6% of the fund), and 5 for QUVU that do not appear in VOO (6.5%).

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 QUVUWeight in VOODifference
GOOGL Alphabet Inc. Class A5.56%3.25%2.31%
MSFTMicrosoft Corp 4.100 Feb 06 371.16%4.30%3.14%
AMZNAmazon.Com Inc1.25%3.62%2.37%
BACBank Of America Corp Preferred Stock 6.52.55%0.58%1.97%
MUMicron Technology, Inc.0.81%2.02%1.21%
UNHUnitedhealth Group2.18%0.59%1.59%
QCOMQualcomm2.41%0.30%2.11%
CSCOCisco Systems Inc1.97%0.72%1.25%
MRKMerck & Co. Inc.2.03%0.49%1.54%
V'visa Inc., Class 'a''1.64%0.87%0.77%

86.2% of QUVU 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.

QUVUVOO

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Frequently Asked Questions

Which is cheaper, QUVU or VOO?

QUVU has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option, by $42 a year on a $10,000 investment.

Which is riskier, QUVU or VOO?

VOO has been the more volatile fund at 12.7% annualized versus 11.6% for QUVU. Worst drawdown: QUVU -13.1% vs VOO -18.7%.

Should I hold both QUVU and VOO?

QUVU and VOO have a monthly-return correlation of 0.76, 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 QUVU and VOO?

86.2% of QUVU's money is in holdings VOO also owns. 24.7% of VOO's is in holdings QUVU also owns. They hold 59 positions in common, counted across the 70 positions we hold weights for in QUVU and 504 in VOO.

Which pays a higher dividend, QUVU or VOO?

QUVU yields 1.87% while VOO yields 1.08%, so QUVU currently pays the higher dividend yield.

Is VOO better than QUVU?

VOO has a lower expense ratio. VOO led over 1Y and the full window. QUVU is less concentrated, with 25.8% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.