IBGL vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricIBGLVOOWinner
Expense Ratio0.07%0.03%
AUM$6M$979.0B
Dividend Yield4.64%1.09%
Holdings5509
YTD Return-2.87%+14.48%
1Y Return-1.70%+22.02%
3Y Return (annualized)-+21.80%
5Y Return (annualized)-+13.36%
Volatility (annualized)8.6%14.2%
Max Drawdown-9.0%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionMar 25, 2025Sep 7, 2010

IBGL vs VOO Performance

iShares iBonds Dec 2055 Term Treasury ETF (IBGL) 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 IBGL returned -1.70% while VOO returned +22.02%. Year to date, IBGL is down 2.87% versus a gain of 14.48% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 8.6% for IBGL. 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 -9.0% for IBGL 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 0.14. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IBGL 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, IBGL currently yields 4.64% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

IBGL and VOO share 0 holdings out of 509 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, IBGL or VOO?

IBGL 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, IBGL or VOO?

Over the past year IBGL returned -1.70% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), IBGL annualized -0.62% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, IBGL or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 8.6% for IBGL. Worst drawdown: IBGL -9.0% vs VOO -34.3%.

Should I hold both IBGL and VOO?

IBGL and VOO have a monthly-return correlation of 0.14, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IBGL and VOO?

IBGL and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.

Which pays a higher dividend, IBGL or VOO?

IBGL yields 4.64% while VOO yields 1.09%, so IBGL currently pays the higher dividend yield.

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