IQSU vs. VOO
Compare and contrast key facts about IQ Candriam ESG U.S. Equity ETF (IQSU) and Vanguard S&P 500 ETF (VOO).
IQSU and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IQSU is a passively managed fund by New York Life that tracks the performance of the IQ Candriam ESG US Equity Index. It was launched on Dec 17, 2019. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both IQSU and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IQSU or VOO.
Correlation
The correlation between IQSU and VOO is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IQSU vs. VOO - Performance Comparison
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Key characteristics
IQSU:
0.45
VOO:
0.72
IQSU:
0.78
VOO:
1.12
IQSU:
1.11
VOO:
1.16
IQSU:
0.44
VOO:
0.74
IQSU:
1.60
VOO:
2.83
IQSU:
5.70%
VOO:
4.88%
IQSU:
20.24%
VOO:
19.41%
IQSU:
-31.29%
VOO:
-33.99%
IQSU:
-3.95%
VOO:
-2.65%
Returns By Period
In the year-to-date period, IQSU achieves a 0.27% return, which is significantly lower than VOO's 1.84% return.
IQSU
0.27%
13.91%
-0.52%
9.04%
14.69%
15.64%
N/A
VOO
1.84%
13.00%
1.80%
13.86%
16.93%
16.68%
12.82%
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IQSU vs. VOO - Expense Ratio Comparison
IQSU has a 0.09% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IQSU vs. VOO — Risk-Adjusted Performance Rank
IQSU
VOO
IQSU vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IQ Candriam ESG U.S. Equity ETF (IQSU) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
IQSU vs. VOO - Dividend Comparison
IQSU's dividend yield for the trailing twelve months is around 1.12%, less than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQSU IQ Candriam ESG U.S. Equity ETF | 1.12% | 1.12% | 1.15% | 1.47% | 1.07% | 0.98% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
IQSU vs. VOO - Drawdown Comparison
The maximum IQSU drawdown since its inception was -31.29%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IQSU and VOO. For additional features, visit the drawdowns tool.
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Volatility
IQSU vs. VOO - Volatility Comparison
IQ Candriam ESG U.S. Equity ETF (IQSU) and Vanguard S&P 500 ETF (VOO) have volatilities of 5.36% and 5.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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