QVML vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: QVMLMore Diversified: VOO

Side-by-Side Comparison

MetricQVMLVOOWinner
Expense Ratio0.11%0.03%
AUM$1.5B$979.0B
Dividend Yield1.01%1.09%
Holdings451509
YTD Return+14.69%+13.31%
1Y Return+25.08%+24.01%
3Y Return (annualized)+21.63%+21.17%
5Y Return (annualized)+13.62%+13.34%
Volatility (annualized)15.3%14.1%
Max Drawdown-23.5%-34.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionJun 28, 2021Sep 7, 2010

QVML vs VOO Performance

Invesco S&P 500 QVM Multi-factor ETF (QVML) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year QVML returned +25.08% while VOO returned +24.01%. Year to date, QVML is up 14.69% versus a gain of 13.31% for VOO.

Over three years, QVML compounded at +21.63% per year against +21.17% for VOO; over five years the annualized figures are +13.62% and +13.34% respectively. Across the full 5-year window we track, QVML has the edge at +14.00% annualized vs +13.55%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QVML has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -23.5% for QVML 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

QVML charges 0.11% per year while VOO charges 0.03%. On a $10,000 position that is $11 vs $3 annually, a gap of $8 per year that compounds over a long holding period. On income, QVML currently yields 1.01% against 1.09% for VOO.

Holdings Overlap

83.7%overlap

QVML and VOO share 439 holdings out of 513 unique holdings combined, representing a 83.7% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in QVMLWeight in VOODifference
NVDA8.14%7.51%0.63%
AAPL7.23%6.59%0.64%
GOOG6.46%2.59%3.87%
MSFTProProPro
AMZNProProPro
AVGOProProPro
MUProProPro
METAProProPro
LLYProProPro
JPMProProPro
See all 10 holdings QVML shares with VOO
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, QVML or VOO?

QVML has an expense ratio of 0.11% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $8 per year of difference.

Which performed better, QVML or VOO?

Over the past year QVML returned +25.08% vs +24.01% for VOO, so QVML leads on 1-year performance. Over the longest common window we track (5 years), QVML annualized +14.00% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, QVML or VOO?

QVML has been the more volatile fund at 15.3% annualized versus 14.1% for VOO. Worst drawdown: QVML -23.5% vs VOO -34.3%.

Should I hold both QVML and VOO?

QVML and VOO have a monthly-return correlation of 0.99, 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 QVML and VOO?

QVML and VOO share 439 common holdings with a 83.7% weight overlap. Combined, they hold 513 unique securities.

Which pays a higher dividend, QVML or VOO?

QVML yields 1.01% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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