EBND vs VOO

EBND vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. EBND offers more diversification with 653 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: EBND

Side-by-Side Comparison

MetricEBNDVOOWinner
Expense Ratio0.30%0.03%
AUM$2.3B$997.4B
Dividend Yield5.84%1.08%
Holdings653509
YTD Return+2.07%+13.73%
1Y Return+5.30%+21.53%
3Y Return (annualized)+6.62%+22.60%
5Y Return (annualized)+1.13%+13.31%
Volatility (annualized)10.1%14.1%
Max Drawdown-41.0%-34.3%
Fund FamilySPDR State Street Global AdvisorsVanguard (US)
CategoryFixed IncomeEquity
InceptionFeb 23, 2011Sep 7, 2010

EBND vs VOO Performance

State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) is a ETF from SPDR State Street Global Advisors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EBND returned +5.30% while VOO returned +21.53%. Year to date, EBND is up 2.07% versus a gain of 13.73% for VOO.

Over three years, EBND compounded at +6.62% per year against +22.60% for VOO; over five years the annualized figures are +1.13% and +13.31% respectively. Across the full 16-year window we track, VOO has the edge at +13.55% annualized vs -0.55%. 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 10.1% for EBND. 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 -41.0% for EBND 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EBND charges 0.30% per year while VOO charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, EBND currently yields 5.84% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

EBND and VOO share 0 holdings out of 507 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, EBND or VOO?

EBND has an expense ratio of 0.30% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

Which performed better, EBND or VOO?

Over the past year EBND returned +5.30% vs +21.53% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), EBND annualized -0.55% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, EBND or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 10.1% for EBND. Worst drawdown: EBND -41.0% vs VOO -34.3%.

Should I hold both EBND and VOO?

EBND and VOO have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EBND and VOO?

EBND and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, EBND or VOO?

EBND yields 5.84% while VOO yields 1.08%, so EBND currently pays the higher dividend yield.

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