EFRA vs VOO
iShares Environmental Infrastructure and Industrials 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 509 holdings.
Side-by-Side Comparison
| Metric | EFRA | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.03% | |
| AUM | $6M | $997.4B | |
| Dividend Yield | 4.07% | 1.08% | |
| Holdings | 101 | 509 | |
| YTD Return | +7.85% | +12.95% | |
| 1Y Return | +9.89% | +20.69% | |
| 3Y Return (annualized) | +12.48% | +22.09% | |
| 5Y Return (annualized) | - | +13.40% | |
| Volatility (annualized) | 15.3% | 14.1% | |
| Max Drawdown | -17.9% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 1, 2022 | Sep 7, 2010 |
EFRA vs VOO Performance
iShares Environmental Infrastructure and Industrials ETF (EFRA) 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 EFRA returned +9.89% while VOO returned +20.69%. Year to date, EFRA is up 7.85% versus a gain of 12.95% for VOO.
Over three years, EFRA compounded at +12.48% per year against +22.09% for VOO. Across the full 4-year window we track, EFRA has the edge at +13.56% annualized vs +13.50%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EFRA has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -17.9% for EFRA 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EFRA charges 0.47% per year while VOO charges 0.03%. On a $10,000 position that is $47 vs $3 annually, a gap of $44 per year that compounds over a long holding period. On income, EFRA currently yields 4.07% against 1.08% for VOO.
Holdings Overlap
EFRA and VOO share 5 holdings out of 580 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EFRA or VOO?
EFRA has an expense ratio of 0.47% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, EFRA or VOO?
Over the past year EFRA returned +9.89% vs +20.69% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), EFRA annualized +13.56% vs +13.50% for VOO. Past performance does not guarantee future results.
Which is riskier, EFRA or VOO?
EFRA has been the more volatile fund at 15.3% annualized versus 14.1% for VOO. Worst drawdown: EFRA -17.9% vs VOO -34.3%.
Should I hold both EFRA and VOO?
EFRA and VOO have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EFRA and VOO?
EFRA and VOO share 5 common holdings with a 0.2% weight overlap. Combined, they hold 580 unique securities.
Which pays a higher dividend, EFRA or VOO?
EFRA yields 4.07% while VOO yields 1.08%, so EFRA currently pays the higher dividend yield.
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