IBAT vs VOO
iShares Energy Storage & Materials ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. IBAT delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IBAT | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.03% | |
| AUM | $68M | $979.0B | |
| Dividend Yield | 0.68% | 1.09% | |
| Holdings | 99 | 509 | |
| YTD Return | +43.12% | +13.72% | |
| 1Y Return | +71.27% | +21.63% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 30.3% | 14.1% | |
| Max Drawdown | -27.9% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 19, 2024 | Sep 7, 2010 |
IBAT vs VOO Performance
iShares Energy Storage & Materials ETF (IBAT) 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 IBAT returned +71.27% while VOO returned +21.63%. Year to date, IBAT is up 43.12% versus a gain of 13.72% for VOO.
Risk: Volatility and Drawdowns
IBAT has been the more volatile fund, with annualized monthly volatility of 30.3% 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 -27.9% for IBAT 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
IBAT 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, IBAT currently yields 0.68% against 1.09% for VOO.
Holdings Overlap
IBAT and VOO share 4 holdings out of 584 unique holdings combined, representing a 0.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IBAT or VOO?
IBAT 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, IBAT or VOO?
Over the past year IBAT returned +71.27% vs +21.63% for VOO, so IBAT leads on 1-year performance. Over the longest common window we track (2 years), IBAT annualized +25.32% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, IBAT or VOO?
IBAT has been the more volatile fund at 30.3% annualized versus 14.1% for VOO. Worst drawdown: IBAT -27.9% vs VOO -34.3%.
Should I hold both IBAT and VOO?
IBAT 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 IBAT and VOO?
IBAT and VOO share 4 common holdings with a 0.8% weight overlap. Combined, they hold 584 unique securities.
Which pays a higher dividend, IBAT or VOO?
IBAT yields 0.68% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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