IBHM vs VOO

IBHM vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: TiedMore Diversified: VOO

Side-by-Side Comparison

MetricIBHMVOOWinner
Expense Ratio0.35%0.03%
AUM$16M$997.4B
Dividend Yield1.58%1.08%
Holdings173509
YTD Return+2.03%+13.49%
1Y Return-+20.64%
3Y Return (annualized)-+21.93%
5Y Return (annualized)-+12.95%
Volatility (annualized)-14.1%
Max Drawdown-2.2%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionMar 25, 2026Sep 7, 2010

IBHM vs VOO Performance

iShares iBonds 2033 Term High Yield and Income ETF (IBHM) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, IBHM is up 2.03% versus a gain of 13.49% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.2% for IBHM and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IBHM charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, IBHM currently yields 1.58% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

IBHM and VOO share 0 holdings out of 604 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, IBHM or VOO?

IBHM has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

What is the holdings overlap between IBHM and VOO?

IBHM and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.

Which pays a higher dividend, IBHM or VOO?

IBHM yields 1.58% while VOO yields 1.08%, so IBHM currently pays the higher dividend yield.

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