BKT vs VOO

BKT vs VOO

Which is better, BKT or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricBKTVOO
Expense Ratio2.75%0.03%Best
AUM$347M$997.4B
Dividend Yield9.79%1.08%
Holdings443509
YTD Return-1.02%+13.37%Best
1Y Return-4.13%+20.08%Best
3Y Return (annualized)+4.50%+21.29%Best
5Y Return (annualized)-3.17%+12.89%Best
Volatility (annualized)8.0%Best14.1%
Max Drawdown-42.0%-34.3%Best
$10,000 over 5 years$8,512$18,335Best
Fund FamilyBlackRock, Inc. (US)Vanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionAug 1, 1988Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 4, 2026 (16 years).

BKT 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BKT vs VOO Performance

BlackRock Income Trust Inc (BKT) is an ETF from BlackRock, Inc. (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BKT returned -4.13% while VOO returned +20.08%. Year to date, BKT is down 1.02% versus a gain of 13.37% for VOO.

Over three years, BKT compounded at +4.50% per year against +21.29% for VOO; over five years the annualized figures are -3.17% and +12.89% respectively. Across the full 16-year window we track, VOO has the edge at +13.48% annualized vs -1.31%.

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 8.0% for BKT. 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 -42.0% for BKT 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 0.46. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BKT charges 2.75% per year while VOO charges 0.03%. On a $10,000 position that is $275 vs $3 annually, a gap of $272 per year that compounds over a long holding period. On income, BKT currently yields 9.79% against 1.08% for VOO.

Holdings Overlap

We hold position weights for 91 holdings in BKT and 505 in VOO, totalling 21.2% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 91 days apart, BKT as of Mar 31, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 91 positions we hold weights for in BKT and 505 in VOO, against full books of 443 and 509.

You are not choosing between two funds in isolation.

Whichever of BKT and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BKTVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BKT or VOO?

BKT has an expense ratio of 2.75% while VOO charges 0.03%. VOO is the cheaper option, by $272 a year on a $10,000 investment.

Which performed better, BKT or VOO?

Over the past year BKT returned -4.13% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), BKT annualized -1.31% vs +13.48% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BKT or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 8.0% for BKT. Worst drawdown: BKT -42.0% vs VOO -34.3%.

Should I hold both BKT and VOO?

BKT and VOO have a monthly-return correlation of 0.46, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BKT or VOO?

BKT yields 9.79% while VOO yields 1.08%, so BKT currently pays the higher dividend yield.

Is VOO better than BKT?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.