BRHY vs VOO

BRHY vs VOO

Which is better, BRHY or VOO?

High Yield Bond against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y 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

MetricBRHYVOO
Expense Ratio0.45%0.03%Best
AUM$147M$997.4B
Dividend Yield7.55%1.04%
Holdings905509
YTD Return+2.06%+11.55%Best
1Y Return+4.33%+17.54%Best
3Y Return (annualized)-+20.71%
5Y Return (annualized)-+12.80%
Volatility (annualized)3.6%Best12.0%
Max Drawdown-4.4%Best-18.7%
$10,000 over 2.2 years$11,898$14,144Best
Fund FamilyBlackRock, Inc. (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Blend
InceptionJun 17, 2024Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jun 18, 2024 to Sep 10, 2026 (2.2 years).

BRHY 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 covers the 2.2 years both funds cover.

BRHY vs VOO Performance

iShares High Yield Active ETF (BRHY) is an ETF from BlackRock, Inc. (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BRHY returned +4.33% while VOO returned +17.54%. Year to date, BRHY is up 2.06% versus a gain of 11.55% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.0% compared with 3.6% for BRHY. 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 -4.4% for BRHY and -18.7% 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BRHY charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, BRHY currently yields 7.55% against 1.04% for VOO.

Holdings Overlap

VOO already in BRHY3.7%

At least 3.7% of VOO's money is in holdings BRHY also owns.

Stated as a floor: for BRHY, our book for it covers 64.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VOO and BRHY share little of their money.

4 positions in common, counted across the 543 positions we hold weights for in BRHY and 505 in VOO, against full books of 905 and 509.

Top Shared Holdings

StockWeight in BRHYWeight in VOODifference
GOOGLAlphabet A Usd 0.0010.05%3.25%3.20%
CCitigroup Inc.0.22%0.36%0.14%
MCHPMicrochip Technology Inc.0.08%0.08%0.00%
VICIVici Properties Inc0.06%0.04%0.02%

You are not choosing between two funds in isolation.

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

BRHYVOO

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Frequently Asked Questions

Which is cheaper, BRHY or VOO?

BRHY has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option, by $42 a year on a $10,000 investment.

Which performed better, BRHY or VOO?

Over the past year BRHY returned +4.33% vs +17.54% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), BRHY annualized +8.22% vs +17.07% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BRHY or VOO?

VOO has been the more volatile fund at 12.0% annualized versus 3.6% for BRHY. Worst drawdown: BRHY -4.4% vs VOO -18.7%.

Should I hold both BRHY and VOO?

BRHY and VOO have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between BRHY and VOO?

At least 3.7% of VOO's money is in holdings BRHY also owns. Our book for BRHY is partial, so the real figure is this or higher. They hold 4 positions in common, counted across the 543 positions we hold weights for in BRHY and 505 in VOO.

Which pays a higher dividend, BRHY or VOO?

BRHY yields 7.55% while VOO yields 1.04%, so BRHY currently pays the higher dividend yield.

Is VOO better than BRHY?

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