CRBN vs VOO

CRBN vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. CRBN offers more diversification with 1,123 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: CRBN

Side-by-Side Comparison

MetricCRBNVOOWinner
Expense Ratio0.20%0.03%
AUM$1.2B$997.4B
Dividend Yield2.04%1.08%
Holdings1,123509
YTD Return+11.59%+12.25%
1Y Return+20.47%+20.92%
3Y Return (annualized)+21.21%+21.79%
5Y Return (annualized)+11.08%+13.05%
Volatility (annualized)3659.8%14.1%
Max Drawdown-33.1%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionDec 8, 2014Sep 7, 2010

CRBN vs VOO Performance

iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CRBN returned +20.47% while VOO returned +20.92%. Year to date, CRBN is up 11.59% versus a gain of 12.25% for VOO.

Over three years, CRBN compounded at +21.21% per year against +21.79% for VOO; over five years the annualized figures are +11.08% and +13.05% respectively. Across the full 13-year window we track, CRBN has the edge at +57.91% annualized vs +13.45%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CRBN has been the more volatile fund, with annualized monthly volatility of 3659.8% compared with 14.1% for VOO. 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 -33.1% for CRBN 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 -0.03. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CRBN charges 0.20% per year while VOO charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, CRBN currently yields 2.04% against 1.08% for VOO.

Holdings Overlap

55.0%overlap

CRBN and VOO share 293 holdings out of 1188 unique holdings combined, representing a 55.0% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in CRBNWeight in VOODifference
NVDA4.40%7.51%3.11%
AAPL4.52%6.59%2.07%
MSFT2.67%4.30%1.63%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
MUProProPro
TSLAProProPro
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Frequently Asked Questions

Which is cheaper, CRBN or VOO?

CRBN has an expense ratio of 0.20% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, CRBN or VOO?

Over the past year CRBN returned +20.47% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (13 years), CRBN annualized +57.91% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, CRBN or VOO?

CRBN has been the more volatile fund at 3659.8% annualized versus 14.1% for VOO. Worst drawdown: CRBN -33.1% vs VOO -34.3%.

Should I hold both CRBN and VOO?

CRBN and VOO have a monthly-return correlation of -0.03, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CRBN and VOO?

CRBN and VOO share 293 common holdings with a 55.0% weight overlap. Combined, they hold 1188 unique securities.

Which pays a higher dividend, CRBN or VOO?

CRBN yields 2.04% while VOO yields 1.08%, so CRBN currently pays the higher dividend yield.

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