BRLN vs VOO
iShares Floating Rate Loan Active ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BRLN | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.03% | |
| AUM | $54M | $979.0B | |
| Dividend Yield | 6.36% | 1.09% | |
| Holdings | 421 | 509 | |
| YTD Return | -1.65% | +13.79% | |
| 1Y Return | -0.56% | +23.01% | |
| 3Y Return (annualized) | +5.15% | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 2.8% | 14.1% | |
| Max Drawdown | -3.9% | -34.3% | |
| Fund Family | BlackRock, Inc. (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Oct 4, 2022 | Sep 7, 2010 |
BRLN vs VOO Performance
iShares Floating Rate Loan Active ETF (BRLN) is a ETF from BlackRock, Inc. (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BRLN returned -0.56% while VOO returned +23.01%. Year to date, BRLN is down 1.65% versus a gain of 13.79% for VOO.
Over three years, BRLN compounded at +5.15% per year against +21.78% for VOO. Across the full 4-year window we track, VOO has the edge at +13.57% annualized vs +6.54%. 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 2.8% for BRLN. 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 -3.9% for BRLN 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BRLN charges 0.55% per year while VOO charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, BRLN currently yields 6.36% against 1.09% for VOO.
Holdings Overlap
BRLN and VOO share 0 holdings out of 655 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, BRLN or VOO?
BRLN has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, BRLN or VOO?
Over the past year BRLN returned -0.56% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), BRLN annualized +6.54% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, BRLN or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 2.8% for BRLN. Worst drawdown: BRLN -3.9% vs VOO -34.3%.
Should I hold both BRLN and VOO?
BRLN and VOO have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BRLN and VOO?
BRLN and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 655 unique securities.
Which pays a higher dividend, BRLN or VOO?
BRLN yields 6.36% while VOO yields 1.09%, so BRLN currently pays the higher dividend yield.
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