IBGK vs VOO
iShares iBonds Dec 2054 Term Treasury ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | IBGK | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.07% | 0.03% | |
| AUM | $6M | $997.4B | |
| Dividend Yield | 4.79% | 1.08% | |
| Holdings | 5 | 509 | |
| YTD Return | -2.84% | +12.25% | |
| 1Y Return | -0.78% | +20.92% | |
| 3Y Return (annualized) | - | +21.79% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 10.4% | 14.1% | |
| Max Drawdown | -14.0% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 11, 2024 | Sep 7, 2010 |
IBGK vs VOO Performance
iShares iBonds Dec 2054 Term Treasury ETF (IBGK) 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 IBGK returned -0.78% while VOO returned +20.92%. Year to date, IBGK is down 2.84% 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 10.4% for IBGK. 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 -14.0% for IBGK 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 0.22. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IBGK 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, IBGK currently yields 4.79% against 1.08% for VOO.
Holdings Overlap
IBGK and VOO share 0 holdings out of 510 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, IBGK or VOO?
IBGK 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, IBGK or VOO?
Over the past year IBGK returned -0.78% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), IBGK annualized -0.51% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, IBGK or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 10.4% for IBGK. Worst drawdown: IBGK -14.0% vs VOO -34.3%.
Should I hold both IBGK and VOO?
IBGK and VOO have a monthly-return correlation of 0.22, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IBGK and VOO?
IBGK and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, IBGK or VOO?
IBGK yields 4.79% while VOO yields 1.08%, so IBGK currently pays the higher dividend yield.
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