IBAT vs VOO
iShares Energy Storage & Materials ETF vs Vanguard S&P 500 ETF
Which is better, IBAT or VOO?
IBAT has been ahead.
VOO has a lower expense ratio. IBAT led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 55.3%.
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 | IBAT | VOO |
|---|---|---|
| Expense Ratio | 0.47% | 0.03%Best |
| AUM | $67M | $997.4B |
| Dividend Yield | 0.75% | 1.04% |
| Holdings | 98 | 509 |
| YTD Return | +37.95%Best | +13.31% |
| 1Y Return | +44.37%Best | +17.07% |
| 3Y Return (annualized) | - | +22.72% |
| 5Y Return (annualized) | - | +13.19% |
| Volatility (annualized) | 29.6% | 12.1%Best |
| Max Drawdown | -27.9% | -18.7%Best |
| $10,000 over 2.5 years | $16,514Best | $15,148 |
| Top 10 Weight | 55.3% | 37.6%Best |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 19, 2024 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 21, 2024 to Sep 23, 2026 (2.5 years).
IBAT 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 2.5 years both funds cover.
IBAT vs VOO Performance
iShares Energy Storage & Materials ETF (IBAT) 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 IBAT returned +44.37% while VOO returned +17.07%. Year to date, IBAT is up 37.95% versus a gain of 13.31% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IBAT has been the more volatile fund, with annualized monthly volatility of 29.6% compared with 12.1% 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 -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
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 0.75% against 1.04% for VOO.
Holdings Overlap
14.3% of IBAT's money is in holdings VOO also owns. 0.7% of VOO's money is in holdings IBAT also owns.
IBAT and VOO share little of their money.
4 positions in common, counted across the 82 positions we hold weights for in IBAT and 494 in VOO, against full books of 98 and 509.
What only one of them owns
Our book lists 483 positions for VOO that do not appear in our book for IBAT (98.4% of the fund), and 14 for IBAT that do not appear in VOO (12.7%).
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.
You are not choosing between two funds in isolation.
Whichever of IBAT and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $44 a year on a $10,000 investment.
Which performed better, IBAT or VOO?
Over the past year IBAT returned +44.37% vs +17.07% for VOO, so IBAT leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IBAT or VOO?
IBAT has been the more volatile fund at 29.6% annualized versus 12.1% for VOO. Worst drawdown: IBAT -27.9% vs VOO -18.7%.
Should I hold both IBAT and VOO?
IBAT 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 IBAT and VOO?
14.3% of IBAT's money is in holdings VOO also owns. 0.7% of VOO's is in holdings IBAT also owns. They hold 4 positions in common, counted across the 82 positions we hold weights for in IBAT and 494 in VOO.
Which pays a higher dividend, IBAT or VOO?
IBAT yields 0.75% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than IBAT?
VOO has a lower expense ratio. IBAT led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 55.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.