IBIH 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

MetricIBIHVOOWinner
Expense Ratio0.10%0.03%
AUM$65M$979.0B
Dividend Yield3.91%1.09%
Holdings5509
YTD Return+1.22%+13.72%
1Y Return+2.30%+21.63%
3Y Return (annualized)+5.52%+21.55%
5Y Return (annualized)-+13.26%
Volatility (annualized)4.5%14.1%
Max Drawdown-3.9%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionSep 19, 2023Sep 7, 2010

IBIH vs VOO Performance

iShares iBonds Oct 2031 Term TIPS ETF (IBIH) 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 IBIH returned +2.30% while VOO returned +21.63%. Year to date, IBIH is up 1.22% versus a gain of 13.72% for VOO.

Over three years, IBIH compounded at +5.52% per year against +21.55% for VOO. Across the full 3-year window we track, VOO has the edge at +13.56% annualized vs +5.52%. 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 4.5% for IBIH. 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 -3.9% for IBIH 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IBIH 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, IBIH currently yields 3.91% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

IBIH and VOO share 0 holdings out of 507 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, IBIH or VOO?

IBIH 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, IBIH or VOO?

Over the past year IBIH returned +2.30% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), IBIH annualized +5.52% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, IBIH or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 4.5% for IBIH. Worst drawdown: IBIH -3.9% vs VOO -34.3%.

Should I hold both IBIH and VOO?

IBIH and VOO have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IBIH and VOO?

IBIH and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, IBIH or VOO?

IBIH yields 3.91% while VOO yields 1.09%, so IBIH currently pays the higher dividend yield.

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