THQ vs VOO

Quick Verdict

VOO has a lower expense ratio. THQ delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: THQMore Diversified: VOO

Side-by-Side Comparison

MetricTHQVOOWinner
Expense Ratio1.46%0.03%
AUM$784M$979.0B
Dividend Yield10.84%1.09%
Holdings111509
YTD Return+7.99%+13.79%
1Y Return+41.28%+23.01%
3Y Return (annualized)+11.61%+21.78%
5Y Return (annualized)+4.35%+13.39%
Volatility (annualized)18.5%14.1%
Max Drawdown-45.8%-34.3%
Fund FamilyAberdeenVanguard (US)
CategoryEquityEquity
InceptionJul 28, 2014Sep 7, 2010

THQ vs VOO Performance

Abrdn Healthcare Opportunities Fund (THQ) is a ETF from Aberdeen and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year THQ returned +41.28% while VOO returned +23.01%. Year to date, THQ is up 7.99% versus a gain of 13.79% for VOO.

Over three years, THQ compounded at +11.61% per year against +21.78% for VOO; over five years the annualized figures are +4.35% and +13.39% respectively. Across the full 12-year window we track, VOO has the edge at +13.57% annualized vs +3.82%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

THQ has been the more volatile fund, with annualized monthly volatility of 18.5% compared with 14.1% 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 -45.8% for THQ 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

THQ charges 1.46% per year while VOO charges 0.03%. On a $10,000 position that is $146 vs $3 annually, a gap of $143 per year that compounds over a long holding period. On income, THQ currently yields 10.84% against 1.09% for VOO.

Holdings Overlap

7.2%overlap

THQ and VOO share 28 holdings out of 575 unique holdings combined, representing a 7.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in THQWeight in VOODifference
ABBV7.22%0.69%6.53%
LLY5.81%1.47%4.34%
MRK6.11%0.49%5.62%
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Frequently Asked Questions

Which is cheaper, THQ or VOO?

THQ has an expense ratio of 1.46% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $143 per year of difference.

Which performed better, THQ or VOO?

Over the past year THQ returned +41.28% vs +23.01% for VOO, so THQ leads on 1-year performance. Over the longest common window we track (12 years), THQ annualized +3.82% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, THQ or VOO?

THQ has been the more volatile fund at 18.5% annualized versus 14.1% for VOO. Worst drawdown: THQ -45.8% vs VOO -34.3%.

Should I hold both THQ and VOO?

THQ and VOO have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between THQ and VOO?

THQ and VOO share 28 common holdings with a 7.2% weight overlap. Combined, they hold 575 unique securities.

Which pays a higher dividend, THQ or VOO?

THQ yields 10.84% while VOO yields 1.09%, so THQ currently pays the higher dividend yield.

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