AOK vs VOO
AOK vs VOO
iShares Core 30/70 Conservative Allocation ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | AOK | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.03% | |
| AUM | $787M | $979.0B | |
| Dividend Yield | 3.27% | 1.09% | |
| Holdings | 9 | 509 | |
| YTD Return | +4.40% | +13.80% | |
| 1Y Return | +9.19% | +23.71% | |
| 3Y Return (annualized) | +9.19% | +21.50% | |
| 5Y Return (annualized) | +3.60% | +13.44% | |
| Volatility (annualized) | 6.0% | 14.1% | |
| Max Drawdown | -18.9% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Nov 4, 2008 | Sep 7, 2010 |
AOK vs VOO Performance
iShares Core 30/70 Conservative Allocation ETF (AOK) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AOK returned +9.19% while VOO returned +23.71%. Year to date, AOK is up 4.40% versus a gain of 13.80% for VOO.
Over three years, AOK compounded at +9.19% per year against +21.50% for VOO; over five years the annualized figures are +3.60% and +13.44% respectively. Across the full 16-year window we track, VOO has the edge at +13.58% annualized vs +3.77%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 6.0% for AOK. 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 -18.9% for AOK 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 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AOK charges 0.15% per year while VOO charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, AOK currently yields 3.27% against 1.09% for VOO.
Holdings Overlap
AOK and VOO share 0 holdings out of 513 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AOK or VOO?
AOK has an expense ratio of 0.15% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which performed better, AOK or VOO?
Over the past year AOK returned +9.19% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), AOK annualized +3.77% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, AOK or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 6.0% for AOK. Worst drawdown: AOK -18.9% vs VOO -34.3%.
Should I hold both AOK and VOO?
AOK and VOO have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AOK and VOO?
AOK and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 513 unique securities.
Which pays a higher dividend, AOK or VOO?
AOK yields 3.27% while VOO yields 1.09%, so AOK currently pays the higher dividend yield.
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