IBDQ vs VOO

IBDQ vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricIBDQVOOWinner
Expense Ratio0.10%0.03%
AUM$2.3B$997.4B
Dividend Yield3.75%1.08%
Holdings21509
YTD Return+3.79%+12.25%
1Y Return+4.01%+20.92%
3Y Return (annualized)+4.57%+21.79%
5Y Return (annualized)+1.36%+13.05%
Volatility (annualized)4.1%14.1%
Max Drawdown-15.2%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionMar 11, 2015Sep 7, 2010

IBDQ vs VOO Performance

iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) 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 IBDQ returned +4.01% while VOO returned +20.92%. Year to date, IBDQ is up 3.79% versus a gain of 12.25% for VOO.

Over three years, IBDQ compounded at +4.57% per year against +21.79% for VOO; over five years the annualized figures are +1.36% and +13.05% respectively. Across the full 11-year window we track, VOO has the edge at +13.45% annualized vs +3.29%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 4.1% for IBDQ. 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 -15.2% for IBDQ 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 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IBDQ charges 0.10% per year while VOO charges 0.03%. On a $10,000 position that is $10 vs $3 annually, a gap of $7 per year that compounds over a long holding period. On income, IBDQ currently yields 3.75% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

IBDQ and VOO share 0 holdings out of 525 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IBDQ or VOO?

IBDQ has an expense ratio of 0.10% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $7 per year of difference.

Which performed better, IBDQ or VOO?

Over the past year IBDQ returned +4.01% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (11 years), IBDQ annualized +3.29% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, IBDQ or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 4.1% for IBDQ. Worst drawdown: IBDQ -15.2% vs VOO -34.3%.

Should I hold both IBDQ and VOO?

IBDQ and VOO have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IBDQ and VOO?

IBDQ and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 525 unique securities.

Which pays a higher dividend, IBDQ or VOO?

IBDQ yields 3.75% while VOO yields 1.08%, so IBDQ currently pays the higher dividend yield.

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