BLV vs VOO

BLV vs VOO

Which is better, BLV or VOO?

Long Term Bond against Large Cap Blend.

VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: TiedHigher 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

MetricBLVVOO
Expense Ratio0.03%Tie0.03%Tie
AUM$5.7B$997.4B
Dividend Yield4.95%1.08%
Holdings2,974509
YTD Return-2.02%+13.37%Best
1Y Return-0.68%+20.08%Best
3Y Return (annualized)+2.56%+21.29%Best
5Y Return (annualized)-4.81%+12.89%Best
Volatility (annualized)10.8%Best14.1%
Max Drawdown-40.7%-34.3%Best
$10,000 over 5 years$7,815$18,335Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleLong Term BondLarge Cap Blend
InceptionApr 3, 2007Sep 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).

BLV 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.

BLV vs VOO Performance

Vanguard Long-Term Bond ETF (BLV) is an ETF from Vanguard (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BLV returned -0.68% while VOO returned +20.08%. Year to date, BLV is down 2.02% versus a gain of 13.37% for VOO.

Over three years, BLV compounded at +2.56% per year against +21.29% for VOO; over five years the annualized figures are -4.81% and +12.89% respectively. Across the full 16-year window we track, VOO has the edge at +13.48% annualized vs -0.06%.

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 10.8% for BLV. 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 -40.7% for BLV 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 0.24. They move largely independently of each other.

Fees and Cost Over Time

BLV charges 0.03% per year while VOO charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, BLV currently yields 4.95% against 1.08% for VOO.

Holdings Overlap

VOO already in BLV0.3%

At least 0.3% of VOO's money is in holdings BLV also owns.

Stated as a floor: for BLV, our book for it covers 19.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 320 positions we hold weights for in BLV and 504 in VOO, against full books of 2,974 and 509.

Top Shared Holdings

StockWeight in BLVWeight in VOODifference
UNPUnion Pacific Corp0.01%0.25%0.24%

You are not choosing between two funds in isolation.

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

BLVVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BLV or VOO?

BLV has an expense ratio of 0.03% while VOO charges 0.03%. At the precision these are quoted to, they cost the same.

Which performed better, BLV or VOO?

Over the past year BLV returned -0.68% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), BLV annualized -0.06% vs +13.48% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BLV or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 10.8% for BLV. Worst drawdown: BLV -40.7% vs VOO -34.3%.

Should I hold both BLV and VOO?

BLV and VOO have a monthly-return correlation of 0.24, 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, BLV or VOO?

BLV yields 4.95% while VOO yields 1.08%, so BLV currently pays the higher dividend yield.

Is VOO better than BLV?

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.