BIV vs VOT

Quick Verdict

BIV has a lower expense ratio. VOT delivered stronger 1-year returns. BIV offers more diversification with 2101 holdings.

Lower Fees: BIVHigher Returns: VOTMore Diversified: BIV

Side-by-Side Comparison

MetricBIVVOTWinner
Expense Ratio0.03%0.05%
AUM$29.3B$19.9B
Dividend Yield4.18%0.65%
Holdings2,321136
YTD Return-1.00%+9.33%
1Y Return+1.52%+8.58%
3Y Return (annualized)+4.54%+15.30%
5Y Return (annualized)-0.22%+5.56%
Volatility (annualized)5.7%18.6%
Max Drawdown-20.3%-60.3%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionApr 3, 2007Aug 17, 2006

BIV vs VOT Performance

Vanguard Intermediate-Term Bond ETF (BIV) is a ETF from Vanguard (US) and Vanguard Mid-Cap Growth ETF (VOT) is a ETF from Vanguard (US). Over the past year BIV returned +1.52% while VOT returned +8.58%. Year to date, BIV is down 1.00% versus a gain of 9.33% for VOT.

Over three years, BIV compounded at +4.54% per year against +15.30% for VOT; over five years the annualized figures are -0.22% and +5.56% respectively. Across the full 19-year window we track, VOT has the edge at +9.62% annualized vs +0.97%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOT has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 5.7% for BIV. 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 -20.3% for BIV and -60.3% for VOT. 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 0.24. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BIV charges 0.03% per year while VOT charges 0.05%. On a $10,000 position that is $3 vs $5 annually, a gap of $2 per year that compounds over a long holding period. On income, BIV currently yields 4.18% against 0.65% for VOT.

Holdings Overlap

0.0%overlap

BIV and VOT share 0 holdings out of 2222 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, BIV or VOT?

BIV has an expense ratio of 0.03% while VOT charges 0.05%. BIV is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, BIV or VOT?

Over the past year BIV returned +1.52% vs +8.58% for VOT, so VOT leads on 1-year performance. Over the longest common window we track (19 years), BIV annualized +0.97% vs +9.62% for VOT. Past performance does not guarantee future results.

Which is riskier, BIV or VOT?

VOT has been the more volatile fund at 18.6% annualized versus 5.7% for BIV. Worst drawdown: BIV -20.3% vs VOT -60.3%.

Should I hold both BIV and VOT?

BIV and VOT have a monthly-return correlation of 0.24, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BIV and VOT?

BIV and VOT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2222 unique securities.

Which pays a higher dividend, BIV or VOT?

BIV yields 4.18% while VOT yields 0.65%, so BIV currently pays the higher dividend yield.

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