IGA vs VOO
IGA vs VOO
Voya Global Advantage and Premium Opportunity Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IGA | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.97% | 0.03% | |
| AUM | $157M | $979.0B | |
| Dividend Yield | 9.62% | 1.09% | |
| Holdings | 516 | 509 | |
| YTD Return | +9.65% | +13.31% | |
| 1Y Return | +16.41% | +24.01% | |
| 3Y Return (annualized) | +18.12% | +21.17% | |
| 5Y Return (annualized) | +10.73% | +13.34% | |
| Volatility (annualized) | 16.0% | 14.1% | |
| Max Drawdown | -72.2% | -34.3% | |
| Fund Family | Voya Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 26, 2005 | Sep 7, 2010 |
IGA vs VOO Performance
Voya Global Advantage and Premium Opportunity Fund (IGA) is a ETF from Voya Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IGA returned +16.41% while VOO returned +24.01%. Year to date, IGA is up 9.65% versus a gain of 13.31% for VOO.
Over three years, IGA compounded at +18.12% per year against +21.17% for VOO; over five years the annualized figures are +10.73% and +13.34% respectively. Across the full 16-year window we track, VOO has the edge at +13.55% annualized vs -0.74%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGA has been the more volatile fund, with annualized monthly volatility of 16.0% 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 -72.2% for IGA 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IGA charges 0.97% per year while VOO charges 0.03%. On a $10,000 position that is $97 vs $3 annually, a gap of $94 per year that compounds over a long holding period. On income, IGA currently yields 9.62% against 1.09% for VOO.
Holdings Overlap
IGA and VOO share 92 holdings out of 650 unique holdings combined, representing a 18.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IGA | Weight in VOO | Difference |
|---|---|---|---|
| NVDA | 0.09% | 7.51% | 7.42% |
| GOOGL | 3.14% | 3.25% | 0.11% |
| MSFT | 0.41% | 4.30% | 3.89% |
| META | Pro | Pro | Pro |
| JNJ | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
See all 10 holdings IGA shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, IGA or VOO?
IGA has an expense ratio of 0.97% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
Which performed better, IGA or VOO?
Over the past year IGA returned +16.41% vs +24.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), IGA annualized -0.74% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, IGA or VOO?
IGA has been the more volatile fund at 16.0% annualized versus 14.1% for VOO. Worst drawdown: IGA -72.2% vs VOO -34.3%.
Should I hold both IGA and VOO?
IGA and VOO have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IGA and VOO?
IGA and VOO share 92 common holdings with a 18.2% weight overlap. Combined, they hold 650 unique securities.
Which pays a higher dividend, IGA or VOO?
IGA yields 9.62% while VOO yields 1.09%, so IGA currently pays the higher dividend yield.
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