IUS vs VOO
IUS vs VOO
Invesco RAFI Strategic US ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. IUS delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IUS | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.03% | |
| AUM | $912M | $979.0B | |
| Dividend Yield | 1.29% | 1.09% | |
| Holdings | 546 | 509 | |
| YTD Return | +20.28% | +11.51% | |
| 1Y Return | +34.81% | +21.46% | |
| 3Y Return (annualized) | +20.95% | +20.86% | |
| 5Y Return (annualized) | +14.71% | +13.01% | |
| Volatility (annualized) | 16.7% | 14.1% | |
| Max Drawdown | -35.2% | -34.3% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 12, 2018 | Sep 7, 2010 |
IUS vs VOO Performance
Invesco RAFI Strategic US ETF (IUS) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IUS returned +34.81% while VOO returned +21.46%. Year to date, IUS is up 20.28% versus a gain of 11.51% for VOO.
Over three years, IUS compounded at +20.95% per year against +20.86% for VOO; over five years the annualized figures are +14.71% and +13.01% respectively. Across the full 8-year window we track, IUS has the edge at +15.09% annualized vs +13.44%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IUS has been the more volatile fund, with annualized monthly volatility of 16.7% 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 -35.2% for IUS 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IUS charges 0.19% per year while VOO charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, IUS currently yields 1.29% against 1.09% for VOO.
Holdings Overlap
IUS and VOO share 358 holdings out of 648 unique holdings combined, representing a 57.0% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in IUS | Weight in VOO | Difference |
|---|---|---|---|
| AAPL | 3.75% | 6.59% | 2.84% |
| NVDA | 1.97% | 7.51% | 5.54% |
| MSFT | 3.06% | 4.30% | 1.24% |
| GOOGL | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| XOM | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
See all 10 holdings IUS 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, IUS or VOO?
IUS has an expense ratio of 0.19% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, IUS or VOO?
Over the past year IUS returned +34.81% vs +21.46% for VOO, so IUS leads on 1-year performance. Over the longest common window we track (8 years), IUS annualized +15.09% vs +13.44% for VOO. Past performance does not guarantee future results.
Which is riskier, IUS or VOO?
IUS has been the more volatile fund at 16.7% annualized versus 14.1% for VOO. Worst drawdown: IUS -35.2% vs VOO -34.3%.
Should I hold both IUS and VOO?
IUS and VOO have a monthly-return correlation of 0.94, 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 IUS and VOO?
IUS and VOO share 358 common holdings with a 57.0% weight overlap. Combined, they hold 648 unique securities.
Which pays a higher dividend, IUS or VOO?
IUS yields 1.29% while VOO yields 1.09%, so IUS currently pays the higher dividend yield.
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