IBGB vs VOO

IBGB 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

MetricIBGBVOOWinner
Expense Ratio0.07%0.03%
AUM$9M$997.4B
Dividend Yield4.78%1.08%
Holdings9509
YTD Return-2.05%+12.25%
1Y Return+0.53%+20.92%
3Y Return (annualized)-+21.79%
5Y Return (annualized)-+13.05%
Volatility (annualized)7.5%14.1%
Max Drawdown-7.7%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionMar 25, 2025Sep 7, 2010

IBGB vs VOO Performance

iShares iBonds Dec 2045 Term Treasury ETF (IBGB) 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 IBGB returned +0.53% while VOO returned +20.92%. Year to date, IBGB is down 2.05% versus a gain of 12.25% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 7.5% for IBGB. 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 -7.7% for IBGB 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 0.18. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IBGB charges 0.07% per year while VOO charges 0.03%. On a $10,000 position that is $7 vs $3 annually, a gap of $4 per year that compounds over a long holding period. On income, IBGB currently yields 4.78% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

IBGB and VOO share 0 holdings out of 513 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, IBGB or VOO?

IBGB has an expense ratio of 0.07% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

Which performed better, IBGB or VOO?

Over the past year IBGB returned +0.53% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), IBGB annualized +1.24% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, IBGB or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 7.5% for IBGB. Worst drawdown: IBGB -7.7% vs VOO -34.3%.

Should I hold both IBGB and VOO?

IBGB and VOO have a monthly-return correlation of 0.18, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IBGB and VOO?

IBGB and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 513 unique securities.

Which pays a higher dividend, IBGB or VOO?

IBGB yields 4.78% while VOO yields 1.08%, so IBGB currently pays the higher dividend yield.

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