ERET vs VOO
iShares Environmentally Aware Real Estate 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 505 holdings.
Side-by-Side Comparison
| Metric | ERET | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.03% | |
| AUM | $14M | $979.0B | |
| Dividend Yield | 3.35% | 1.09% | |
| Holdings | 355 | 509 | |
| YTD Return | +10.76% | +14.48% | |
| 1Y Return | +13.64% | +22.02% | |
| 3Y Return (annualized) | +10.00% | +21.80% | |
| 5Y Return (annualized) | - | +13.36% | |
| Volatility (annualized) | 16.0% | 14.2% | |
| Max Drawdown | -20.3% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 15, 2022 | Sep 7, 2010 |
ERET vs VOO Performance
iShares Environmentally Aware Real Estate ETF (ERET) 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 ERET returned +13.64% while VOO returned +22.02%. Year to date, ERET is up 10.76% versus a gain of 14.48% for VOO.
Over three years, ERET compounded at +10.00% per year against +21.80% for VOO. Across the full 4-year window we track, VOO has the edge at +13.61% annualized vs +8.19%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ERET has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 14.2% 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 -20.3% for ERET 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
ERET 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, ERET currently yields 3.35% against 1.09% for VOO.
Holdings Overlap
ERET and VOO share 25 holdings out of 811 unique holdings combined, representing a 1.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ERET or VOO?
ERET 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, ERET or VOO?
Over the past year ERET returned +13.64% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), ERET annualized +8.19% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, ERET or VOO?
ERET has been the more volatile fund at 16.0% annualized versus 14.2% for VOO. Worst drawdown: ERET -20.3% vs VOO -34.3%.
Should I hold both ERET and VOO?
ERET 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 ERET and VOO?
ERET and VOO share 25 common holdings with a 1.5% weight overlap. Combined, they hold 811 unique securities.
Which pays a higher dividend, ERET or VOO?
ERET yields 3.35% while VOO yields 1.09%, so ERET currently pays the higher dividend yield.
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