IBIK vs VOO
iShares iBonds Oct 2034 Term TIPS ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IBIK | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.03% | |
| AUM | $86M | $979.0B | |
| Dividend Yield | 3.74% | 1.09% | |
| Holdings | 3 | 509 | |
| YTD Return | +0.77% | +13.72% | |
| 1Y Return | +2.46% | +21.63% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 4.7% | 14.1% | |
| Max Drawdown | -5.6% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | May 22, 2024 | Sep 7, 2010 |
IBIK vs VOO Performance
iShares iBonds Oct 2034 Term TIPS ETF (IBIK) 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 IBIK returned +2.46% while VOO returned +21.63%. Year to date, IBIK is up 0.77% versus a gain of 13.72% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 4.7% for IBIK. 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 -5.6% for IBIK 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 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IBIK 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, IBIK currently yields 3.74% against 1.09% for VOO.
Holdings Overlap
IBIK 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, IBIK or VOO?
IBIK 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, IBIK or VOO?
Over the past year IBIK returned +2.46% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), IBIK annualized +4.86% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, IBIK or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 4.7% for IBIK. Worst drawdown: IBIK -5.6% vs VOO -34.3%.
Should I hold both IBIK and VOO?
IBIK and VOO have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IBIK and VOO?
IBIK and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, IBIK or VOO?
IBIK yields 3.74% while VOO yields 1.09%, so IBIK currently pays the higher dividend yield.
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