IBIF 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

MetricIBIFVOOWinner
Expense Ratio0.10%0.03%
AUM$108M$979.0B
Dividend Yield3.76%1.09%
Holdings8509
YTD Return+1.52%+13.72%
1Y Return+2.54%+21.63%
3Y Return (annualized)+5.49%+21.55%
5Y Return (annualized)-+13.26%
Volatility (annualized)3.2%14.1%
Max Drawdown-2.5%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionSep 13, 2023Sep 7, 2010

IBIF vs VOO Performance

iShares iBonds Oct 2029 Term TIPS ETF (IBIF) 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 IBIF returned +2.54% while VOO returned +21.63%. Year to date, IBIF is up 1.52% versus a gain of 13.72% for VOO.

Over three years, IBIF compounded at +5.49% per year against +21.55% for VOO. Across the full 3-year window we track, VOO has the edge at +13.56% annualized vs +5.49%. 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 3.2% for IBIF. 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 -2.5% for IBIF 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 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IBIF 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, IBIF currently yields 3.76% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

IBIF and VOO share 0 holdings out of 512 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, IBIF or VOO?

IBIF 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, IBIF or VOO?

Over the past year IBIF returned +2.54% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), IBIF annualized +5.49% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, IBIF or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 3.2% for IBIF. Worst drawdown: IBIF -2.5% vs VOO -34.3%.

Should I hold both IBIF and VOO?

IBIF and VOO have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IBIF and VOO?

IBIF and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 512 unique securities.

Which pays a higher dividend, IBIF or VOO?

IBIF yields 3.76% while VOO yields 1.09%, so IBIF currently pays the higher dividend yield.

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