QQH vs VOO
HCM Defender 100 Index ETF vs Vanguard S&P 500 ETF
Which is better, QQH or VOO?
Allocation/Balanced against Large Cap Blend.
VOO has a lower expense ratio. QQH led over 3Y and the full window, VOO over 1Y and 5Y. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 66.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | QQH | VOO |
|---|---|---|
| Expense Ratio | 0.98% | 0.03%Best |
| AUM | $784M | $1.0T |
| Dividend Yield | 0.19% | 1.06% |
| Holdings | 196 | 506 |
| YTD Return | +12.18% | +13.57%Best |
| 1Y Return | +14.14% | +17.55%Best |
| 3Y Return (annualized) | +22.98%Best | +22.46% |
| 5Y Return (annualized) | +11.64% | +13.28%Best |
| Volatility (annualized) | 22.5% | 16.7%Best |
| Max Drawdown | -41.9% | -34.3%Best |
| $10,000 over 5 years | $17,342 | $18,654Best |
| Top 10 Weight | 66.0% | 37.9%Best |
| Fund Family | Howard Capital Management | Vanguard (US) |
| Category | Allocation/Balanced | Equity |
| Style | Allocation/Balanced | Large Cap Blend |
| Inception | Oct 9, 2019 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Oct 10, 2019 to Oct 14, 2026 (7 years).
QQH vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 7 years both funds cover.
QQH vs VOO Performance
HCM Defender 100 Index ETF (QQH) is an ETF from Howard Capital Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year QQH returned +14.14% while VOO returned +17.55%. Year to date, QQH is up 12.18% versus a gain of 13.57% for VOO.
Over three years, QQH compounded at +22.98% per year against +22.46% for VOO; over five years the annualized figures are +11.64% and +13.28% respectively. Across the full 7-year window we track, QQH has the edge at +19.36% annualized vs +16.09%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQH has been the more volatile fund, with annualized monthly volatility of 22.5% compared with 16.7% 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 -41.9% for QQH and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QQH charges 0.98% per year while VOO charges 0.03%. On a $10,000 position that is $98 vs $3 annually, a gap of $95 per year that compounds over a long holding period. On income, QQH currently yields 0.19% against 1.06% for VOO.
Holdings Overlap
77.2% of QQH's money is in holdings VOO also owns. 52.8% of VOO's money is in holdings QQH also owns.
Most of QQH is already inside VOO. Owning both mostly buys the same companies twice.
83 positions in common, counted across the 97 positions we hold weights for in QQH and 504 in VOO, against full books of 196 and 506.
What only one of them owns
Our book lists 416 positions for VOO that do not appear in our book for QQH (47.0% of the fund), and 11 for QQH that do not appear in VOO (22.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in QQH | Weight in VOO | Difference |
|---|---|---|---|
| AAPLApple, Inc | 10.06% | 7.04% | 3.02% |
| NVDANvidia Corp. | 8.25% | 8.09% | 0.16% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 7.76% | 5.70% | 2.06% |
| AMZNAmazon.Com Inc | 4.33% | 3.85% | 0.48% |
| METAMeta Platform Inc | 4.58% | 1.90% | 2.68% |
| AVGOBroadcom Inc | 3.01% | 2.65% | 0.36% |
| TSLATesla Motors Inc | 3.44% | 1.57% | 1.87% |
| GOOGLAlphabet Inc-cl A | 1.99% | 3.01% | 1.02% |
| MUMicron Technology, Inc. | 3.04% | 1.64% | 1.40% |
| GOOGAlphabet, Inc.- Cl C | 1.98% | 2.40% | 0.42% |
77.2% of QQH is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QQH or VOO?
QQH has an expense ratio of 0.98% while VOO charges 0.03%. VOO is the cheaper option, by $95 a year on a $10,000 investment.
Which performed better, QQH or VOO?
Over the past year QQH returned +14.14% vs +17.55% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), QQH annualized +19.36% vs +16.09% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQH or VOO?
QQH has been the more volatile fund at 22.5% annualized versus 16.7% for VOO. Worst drawdown: QQH -41.9% vs VOO -34.3%.
Should I hold both QQH and VOO?
QQH and VOO have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between QQH and VOO?
77.2% of QQH's money is in holdings VOO also owns. 52.8% of VOO's is in holdings QQH also owns. They hold 83 positions in common, counted across the 97 positions we hold weights for in QQH and 504 in VOO.
Which pays a higher dividend, QQH or VOO?
QQH yields 0.19% while VOO yields 1.06%, so VOO currently pays the higher dividend yield.
Is VOO better than QQH?
VOO has a lower expense ratio. QQH led over 3Y and the full window, VOO over 1Y and 5Y. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 66.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.