IBID 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

MetricIBIDVOOWinner
Expense Ratio0.10%0.03%
AUM$118M$979.0B
Dividend Yield3.68%1.09%
Holdings7509
YTD Return+2.43%+13.44%
1Y Return+3.49%+22.62%
3Y Return (annualized)+5.33%+21.47%
5Y Return (annualized)-+13.27%
Volatility (annualized)1.8%14.1%
Max Drawdown-1.3%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionSep 13, 2023Sep 7, 2010

IBID vs VOO Performance

iShares iBonds Oct 2027 Term TIPS ETF (IBID) 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 IBID returned +3.49% while VOO returned +22.62%. Year to date, IBID is up 2.43% versus a gain of 13.44% for VOO.

Over three years, IBID compounded at +5.33% per year against +21.47% for VOO. Across the full 3-year window we track, VOO has the edge at +13.55% annualized vs +5.33%. 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 1.8% for IBID. 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 -1.3% for IBID 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 0.15. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IBID 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, IBID currently yields 3.68% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

IBID and VOO share 0 holdings out of 511 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, IBID or VOO?

IBID 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, IBID or VOO?

Over the past year IBID returned +3.49% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), IBID annualized +5.33% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, IBID or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 1.8% for IBID. Worst drawdown: IBID -1.3% vs VOO -34.3%.

Should I hold both IBID and VOO?

IBID and VOO have a monthly-return correlation of 0.15, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IBID and VOO?

IBID and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 511 unique securities.

Which pays a higher dividend, IBID or VOO?

IBID yields 3.68% while VOO yields 1.09%, so IBID currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.