IAU vs VOO

IAU vs VOO

Which is better, IAU or VOO?

Gold against Large Cap Blend.

VOO has a lower expense ratio. IAU led over 1Y, 3Y and 5Y, VOO over the full window.

Lower Fees: VOOHigher Returns: split

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

MetricIAUVOO
Expense Ratio0.25%0.03%Best
AUM$64.4B$997.4B
Dividend Yield0.00%1.04%
Holdings1509
YTD Return-0.36%+11.55%Best
1Y Return+18.40%Best+17.54%
3Y Return (annualized)+30.71%Best+20.71%
5Y Return (annualized)+19.01%Best+12.80%
Volatility (annualized)16.6%14.1%Best
Max Drawdown-45.1%-34.3%Best
$10,000 over 5 years$23,874Best$18,262
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryCommodityEquity
StyleGoldLarge Cap Blend
InceptionJan 21, 2005Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 10, 2026 (16 years).

IAU 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.

IAU vs VOO Performance

ishares Gold Trust (IAU) 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 IAU returned +18.40% while VOO returned +17.54%. Year to date, IAU is down 0.36% versus a gain of 11.55% for VOO.

Over three years, IAU compounded at +30.71% per year against +20.71% for VOO; over five years the annualized figures are +19.01% and +12.80% respectively. Across the full 16-year window we track, VOO has the edge at +13.35% annualized vs +7.83%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IAU has been the more volatile fund, with annualized monthly volatility of 16.6% 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 -45.1% for IAU 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 0.12. They move largely independently of each other.

Fees and Cost Over Time

IAU charges 0.25% per year while VOO charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, IAU currently yields 0.00% against 1.04% for VOO.

You are not choosing between two funds in isolation.

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

IAUVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IAU or VOO?

IAU has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option, by $22 a year on a $10,000 investment.

Which performed better, IAU or VOO?

Over the past year IAU returned +18.40% vs +17.54% for VOO, so IAU leads on 1-year performance. Over the longest common window we track (16 years), IAU annualized +7.83% vs +13.35% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IAU or VOO?

IAU has been the more volatile fund at 16.6% annualized versus 14.1% for VOO. Worst drawdown: IAU -45.1% vs VOO -34.3%.

Should I hold both IAU and VOO?

IAU and VOO have a monthly-return correlation of 0.12, 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, IAU or VOO?

IAU yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than IAU?

VOO has a lower expense ratio. IAU led over 1Y, 3Y and 5Y, VOO over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.