IAT vs VOO

IAT vs VOO

Which is better, IAT or VOO?

Mid Cap Value against Large Cap Blend.

VOO has a lower expense ratio. IAT led over 3Y, VOO over 1Y, 5Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 69.5%.

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

MetricIATVOO
Expense Ratio0.37%0.03%Best
AUM$650M$997.4B
Dividend Yield2.55%1.08%
Holdings35509
YTD Return+14.21%Best+13.37%
1Y Return+18.17%+20.08%Best
3Y Return (annualized)+24.76%Best+21.29%
5Y Return (annualized)+4.83%+12.89%Best
Volatility (annualized)24.3%14.1%Best
Max Drawdown-55.5%-34.3%Best
$10,000 over 5 years$12,660$18,335Best
Top 10 Weight69.5%36.4%Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionMay 1, 2006Sep 7, 2010

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

IAT 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 16 years both funds cover.

IAT vs VOO Performance

iShares US Regional Banks ETF (IAT) 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 IAT returned +18.17% while VOO returned +20.08%. Year to date, IAT is up 14.21% versus a gain of 13.37% for VOO.

Over three years, IAT compounded at +24.76% per year against +21.29% for VOO; over five years the annualized figures are +4.83% and +12.89% respectively. Across the full 16-year window we track, VOO has the edge at +13.48% annualized vs +7.94%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IAT has been the more volatile fund, with annualized monthly volatility of 24.3% 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 -55.5% for IAT 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 0.66. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IAT charges 0.37% per year while VOO charges 0.03%. On a $10,000 position that is $37 vs $3 annually, a gap of $34 per year that compounds over a long holding period. On income, IAT currently yields 2.55% against 1.08% for VOO.

Holdings Overlap

IAT already in VOO66.3%
VOO already in IAT0.7%

66.3% of IAT's money is in holdings VOO also owns. 0.7% of VOO's money is in holdings IAT also owns.

The two portfolios partly overlap.

9 positions in common, counted across the 32 positions we hold weights for in IAT and 505 in VOO, against full books of 35 and 509.

What only one of them owns

Measured across the 32 and 505 positions we hold weights for.

VOO holds 488 positions IAT does not, 98.8% of the fund.

Largest: NVDA 7.51%, AAPL 6.59%, MSFT 4.30%, AMZN 3.62%, GOOGL 3.25%

Top Shared Holdings

StockWeight in IATWeight in VOODifference
PNCPnc Financial Services Group Inc.14.88%0.15%14.73%
USBUS Bancorp14.46%0.15%14.31%
TFCTruist Financial Corp.9.55%0.10%9.45%
FITBFifth Third Bancorp6.27%0.08%6.19%
CFGCitizens Financial Group Inc.4.65%0.05%4.60%
MTBM&T Bank Corp4.62%0.05%4.57%
HBANHuntington Bancshares Inc./Oh4.29%0.06%4.23%
RFEurazeo4.23%0.04%4.19%
KEYKeycorp3.31%0.03%3.28%

66.3% of IAT 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.

IATVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IAT or VOO?

IAT has an expense ratio of 0.37% while VOO charges 0.03%. VOO is the cheaper option, by $34 a year on a $10,000 investment.

Which performed better, IAT or VOO?

Over the past year IAT returned +18.17% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), IAT annualized +7.94% vs +13.48% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IAT or VOO?

IAT has been the more volatile fund at 24.3% annualized versus 14.1% for VOO. Worst drawdown: IAT -55.5% vs VOO -34.3%.

Should I hold both IAT and VOO?

IAT and VOO have a monthly-return correlation of 0.66, 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 IAT and VOO?

66.3% of IAT's money is in holdings VOO also owns. 0.7% of VOO's is in holdings IAT also owns. They hold 9 positions in common, counted across the 32 positions we hold weights for in IAT and 505 in VOO.

Which pays a higher dividend, IAT or VOO?

IAT yields 2.55% while VOO yields 1.08%, so IAT currently pays the higher dividend yield.

Is VOO better than IAT?

VOO has a lower expense ratio. IAT led over 3Y, VOO over 1Y, 5Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 69.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.