EFRA vs VOO
iShares Environmental Infrastructure and Industrials ETF vs Vanguard S&P 500 ETF
Which is better, EFRA or VOO?
All Cap Blend against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 50.8%.
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
| Metric | EFRA | VOO |
|---|---|---|
| Expense Ratio | 0.47% | 0.03%Best |
| AUM | $6M | $997.4B |
| Dividend Yield | 4.07% | 1.08% |
| Holdings | 102 | 509 |
| YTD Return | +6.03% | +12.74%Best |
| 1Y Return | +6.43% | +19.43%Best |
| 3Y Return (annualized) | +12.01% | +21.18%Best |
| 5Y Return (annualized) | - | +12.76% |
| Volatility (annualized) | 15.2% | 12.9%Best |
| Max Drawdown | -17.9%Best | -18.7% |
| $10,000 over 3.8 years | $15,831 | $21,556Best |
| Top 10 Weight | 50.8% | 36.4%Best |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | All Cap Blend | Large Cap Blend |
| Inception | Nov 1, 2022 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Nov 3, 2022 to Sep 8, 2026 (3.8 years).
EFRA 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 covers the 3.8 years both funds cover.
EFRA vs VOO Performance
iShares Environmental Infrastructure and Industrials ETF (EFRA) 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 EFRA returned +6.43% while VOO returned +19.43%. Year to date, EFRA is up 6.03% versus a gain of 12.74% for VOO.
Over three years, EFRA compounded at +12.01% per year against +21.18% for VOO. Across the full 4-year window we track, VOO has the edge at +22.40% annualized vs +12.85%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EFRA has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 12.9% 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 -18.7% 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 0.65. They move together some of the time, and apart the rest.
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
27.7% of EFRA's money is in holdings VOO also owns. 0.2% of VOO's money is in holdings EFRA also owns.
EFRA and VOO share little of their money.
5 positions in common, counted across the 80 positions we hold weights for in EFRA and 504 in VOO, against full books of 102 and 509.
What only one of them owns
Our book lists 490 positions for VOO that do not appear in our book for EFRA (99.1% of the fund), and 16 for EFRA that do not appear in VOO (29.8%).
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.
27.7% of EFRA is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $44 a year on a $10,000 investment.
Which performed better, EFRA or VOO?
Over the past year EFRA returned +6.43% vs +19.43% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), EFRA annualized +12.85% vs +22.40% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EFRA or VOO?
EFRA has been the more volatile fund at 15.2% annualized versus 12.9% for VOO. Worst drawdown: EFRA -17.9% vs VOO -18.7%.
Should I hold both EFRA and VOO?
EFRA and VOO have a monthly-return correlation of 0.65, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EFRA and VOO?
27.7% of EFRA's money is in holdings VOO also owns. 0.2% of VOO's is in holdings EFRA also owns. They hold 5 positions in common, counted across the 80 positions we hold weights for in EFRA and 504 in VOO.
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.
Is VOO better than EFRA?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 50.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.