ECH vs VOO

ECH vs VOO

Which is better, ECH or VOO?

Large Cap Value against Large Cap Blend.

VOO has a lower expense ratio. ECH led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 68.5%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: 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

MetricECHVOO
Expense Ratio0.59%0.03%Best
AUM$1.1B$997.4B
Dividend Yield1.97%1.08%
Holdings30509
YTD Return+1.16%+13.37%Best
1Y Return+22.71%Best+20.08%
3Y Return (annualized)+16.75%+21.29%Best
5Y Return (annualized)+12.04%+12.89%Best
Volatility (annualized)24.6%14.1%Best
Max Drawdown-74.1%-34.3%Best
$10,000 over 5 years$17,655$18,335Best
Top 10 Weight68.5%36.4%Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 12, 2007Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 4, 2026 (16 years).

ECH 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.

ECH vs VOO Performance

iShares MSCI Chile ETF (ECH) is an ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year ECH returned +22.71% while VOO returned +20.08%. Year to date, ECH is up 1.16% versus a gain of 13.37% for VOO.

Over three years, ECH compounded at +16.75% per year against +21.29% for VOO; over five years the annualized figures are +12.04% and +12.89% respectively. Across the full 16-year window we track, VOO has the edge at +13.48% annualized vs -1.05%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ECH has been the more volatile fund, with annualized monthly volatility of 24.6% 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 -74.1% for ECH 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 0.52. They move together some of the time, and apart the rest.

Fees and Cost Over Time

ECH charges 0.59% per year while VOO charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, ECH currently yields 1.97% against 1.08% for VOO.

Holdings Overlap

We hold position weights for 26 holdings in ECH and 505 in VOO, totalling 100.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 26 positions we hold weights for in ECH and 505 in VOO, against full books of 30 and 509.

What only one of them owns

Our book lists 497 positions for VOO that do not appear in our book for ECH (99.5% of the fund), and 3 for ECH that do not appear in VOO (6.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

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

ECHVOO

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Frequently Asked Questions

Which is cheaper, ECH or VOO?

ECH has an expense ratio of 0.59% while VOO charges 0.03%. VOO is the cheaper option, by $56 a year on a $10,000 investment.

Which performed better, ECH or VOO?

Over the past year ECH returned +22.71% vs +20.08% for VOO, so ECH leads on 1-year performance. Over the longest common window we track (16 years), ECH annualized -1.05% vs +13.48% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ECH or VOO?

ECH has been the more volatile fund at 24.6% annualized versus 14.1% for VOO. Worst drawdown: ECH -74.1% vs VOO -34.3%.

Should I hold both ECH and VOO?

ECH and VOO have a monthly-return correlation of 0.52, 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, ECH or VOO?

ECH yields 1.97% while VOO yields 1.08%, so ECH currently pays the higher dividend yield.

Is VOO better than ECH?

VOO has a lower expense ratio. ECH led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 68.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.