IQSU vs VOO
IQSU vs VOO
NYLI Candriam US Large Cap Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. IQSU delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IQSU | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.03% | |
| AUM | $323M | $979.0B | |
| Dividend Yield | 0.97% | 1.09% | |
| Holdings | 268 | 509 | |
| YTD Return | +15.25% | +13.11% | |
| 1Y Return | +26.95% | +22.88% | |
| 3Y Return (annualized) | +18.28% | +21.08% | |
| 5Y Return (annualized) | +11.70% | +13.26% | |
| Volatility (annualized) | 17.9% | 14.1% | |
| Max Drawdown | -31.3% | -34.3% | |
| Fund Family | INDEXIQ ETF TRUST | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 17, 2019 | Sep 7, 2010 |
IQSU vs VOO Performance
NYLI Candriam US Large Cap Equity ETF (IQSU) is a ETF from INDEXIQ ETF TRUST and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IQSU returned +26.95% while VOO returned +22.88%. Year to date, IQSU is up 15.25% versus a gain of 13.11% for VOO.
Over three years, IQSU compounded at +18.28% per year against +21.08% for VOO; over five years the annualized figures are +11.70% and +13.26% respectively. Across the full 7-year window we track, IQSU has the edge at +15.89% annualized vs +13.54%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IQSU has been the more volatile fund, with annualized monthly volatility of 17.9% 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 -31.3% for IQSU 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IQSU charges 0.09% per year while VOO charges 0.03%. On a $10,000 position that is $9 vs $3 annually, a gap of $6 per year that compounds over a long holding period. On income, IQSU currently yields 0.97% against 1.09% for VOO.
Holdings Overlap
IQSU and VOO share 240 holdings out of 528 unique holdings combined, representing a 56.3% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in IQSU | Weight in VOO | Difference |
|---|---|---|---|
| AAPL | 9.96% | 6.59% | 3.37% |
| GOOGL | 6.59% | 3.25% | 3.34% |
| AMZN | 5.79% | 3.62% | 2.17% |
| MSFT | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| AMD | Pro | Pro | Pro |
| INTC | Pro | Pro | Pro |
| V | Pro | Pro | Pro |
See all 10 holdings IQSU 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, IQSU or VOO?
IQSU has an expense ratio of 0.09% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
Which performed better, IQSU or VOO?
Over the past year IQSU returned +26.95% vs +22.88% for VOO, so IQSU leads on 1-year performance. Over the longest common window we track (7 years), IQSU annualized +15.89% vs +13.54% for VOO. Past performance does not guarantee future results.
Which is riskier, IQSU or VOO?
IQSU has been the more volatile fund at 17.9% annualized versus 14.1% for VOO. Worst drawdown: IQSU -31.3% vs VOO -34.3%.
Should I hold both IQSU and VOO?
IQSU and VOO have a monthly-return correlation of 0.98, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IQSU and VOO?
IQSU and VOO share 240 common holdings with a 56.3% weight overlap. Combined, they hold 528 unique securities.
Which pays a higher dividend, IQSU or VOO?
IQSU yields 0.97% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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