BILZ vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricBILZVOOWinner
Expense Ratio0.14%0.03%
AUM$989M$979.0B
Dividend Yield4.13%1.09%
Holdings7509
YTD Return+1.84%+13.44%
1Y Return+3.49%+22.62%
3Y Return (annualized)+4.49%+21.47%
5Y Return (annualized)-+13.27%
Volatility (annualized)0.4%14.1%
Max Drawdown-0.5%-34.3%
Fund FamilyPIMCO (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJun 21, 2023Sep 7, 2010

BILZ vs VOO Performance

PIMCO Ultra Short Government Active Exchange-Traded Fund (BILZ) is a ETF from PIMCO (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BILZ returned +3.49% while VOO returned +22.62%. Year to date, BILZ is up 1.84% versus a gain of 13.44% for VOO.

Over three years, BILZ compounded at +4.49% per year against +21.47% for VOO. Across the full 3-year window we track, VOO has the edge at +13.55% annualized vs +4.36%. 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 0.4% for BILZ. 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 -0.5% for BILZ 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 0.04. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BILZ charges 0.14% per year while VOO charges 0.03%. On a $10,000 position that is $14 vs $3 annually, a gap of $11 per year that compounds over a long holding period. On income, BILZ currently yields 4.13% against 1.09% for VOO.

Frequently Asked Questions

Which is cheaper, BILZ or VOO?

BILZ has an expense ratio of 0.14% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, BILZ or VOO?

Over the past year BILZ returned +3.49% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), BILZ annualized +4.36% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, BILZ or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 0.4% for BILZ. Worst drawdown: BILZ -0.5% vs VOO -34.3%.

Should I hold both BILZ and VOO?

BILZ and VOO have a monthly-return correlation of 0.04, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, BILZ or VOO?

BILZ yields 4.13% while VOO yields 1.09%, so BILZ currently pays the higher dividend yield.

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