BHK vs VOO
BlackRock Core Bond Trust vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. BHK offers more diversification with 1,627 holdings.
Side-by-Side Comparison
| Metric | BHK | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 3.68% | 0.03% | |
| AUM | $677M | $997.4B | |
| Dividend Yield | 9.61% | 1.08% | |
| Holdings | 1,627 | 509 | |
| YTD Return | +0.54% | +14.27% | |
| 1Y Return | +3.73% | +21.79% | |
| 3Y Return (annualized) | +4.30% | +22.19% | |
| 5Y Return (annualized) | -3.83% | +13.28% | |
| Volatility (annualized) | 12.5% | 14.2% | |
| Max Drawdown | -45.8% | -34.3% | |
| Fund Family | BlackRock, Inc. (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Nov 30, 2001 | Sep 7, 2010 |
BHK vs VOO Performance
BlackRock Core Bond Trust (BHK) is a ETF from BlackRock, Inc. (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BHK returned +3.73% while VOO returned +21.79%. Year to date, BHK is up 0.54% versus a gain of 14.27% for VOO.
Over three years, BHK compounded at +4.30% per year against +22.19% for VOO; over five years the annualized figures are -3.83% and +13.28% respectively. Across the full 16-year window we track, VOO has the edge at +13.59% annualized vs -0.22%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 12.5% for BHK. 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 -45.8% for BHK 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BHK charges 3.68% per year while VOO charges 0.03%. On a $10,000 position that is $368 vs $3 annually, a gap of $365 per year that compounds over a long holding period. On income, BHK currently yields 9.61% against 1.08% for VOO.
Holdings Overlap
BHK and VOO share 3 holdings out of 1565 unique holdings combined, representing a 0.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BHK or VOO?
BHK has an expense ratio of 3.68% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $365 per year of difference.
Which performed better, BHK or VOO?
Over the past year BHK returned +3.73% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), BHK annualized -0.22% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, BHK or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 12.5% for BHK. Worst drawdown: BHK -45.8% vs VOO -34.3%.
Should I hold both BHK and VOO?
BHK and VOO have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BHK and VOO?
BHK and VOO share 3 common holdings with a 0.4% weight overlap. Combined, they hold 1565 unique securities.
Which pays a higher dividend, BHK or VOO?
BHK yields 9.61% while VOO yields 1.08%, so BHK currently pays the higher dividend yield.
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