IBMQ vs VOO
iShares iBonds Dec 2028 Term Muni Bond ETF vs Vanguard S&P 500 ETF
Which is better, IBMQ or VOO?
Municipal Bond against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IBMQ | VOO |
|---|---|---|
| Expense Ratio | 0.18% | 0.03%Best |
| AUM | $666M | $997.4B |
| Dividend Yield | 2.45% | 1.04% |
| Holdings | 2,676 | 509 |
| YTD Return | -0.86% | +11.55%Best |
| 1Y Return | -0.83% | +17.54%Best |
| 3Y Return (annualized) | +2.46% | +20.71%Best |
| 5Y Return (annualized) | +0.02% | +12.80%Best |
| Volatility (annualized) | 5.0%Best | 16.6% |
| Max Drawdown | -15.8%Best | -34.3% |
| $10,000 over 5 years | $10,010 | $18,262Best |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Municipal Bond | Large Cap Blend |
| Inception | Apr 16, 2019 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Apr 18, 2019 to Sep 10, 2026 (7.4 years).
IBMQ vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IBMQ vs VOO Performance
iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) is an ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year IBMQ returned -0.83% while VOO returned +17.54%. Year to date, IBMQ is down 0.86% versus a gain of 11.55% for VOO.
Over three years, IBMQ compounded at +2.46% per year against +20.71% for VOO; over five years the annualized figures are +0.02% and +12.80% respectively. Across the full 7-year window we track, VOO has the edge at +15.08% annualized vs +1.66%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 5.0% for IBMQ. 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 -15.8% for IBMQ and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.45. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IBMQ charges 0.18% per year while VOO charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, IBMQ currently yields 2.45% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 307 holdings in IBMQ and 505 in VOO, totalling 22.4% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 307 positions we hold weights for in IBMQ and 505 in VOO, against full books of 2,676 and 509.
You are not choosing between two funds in isolation.
Whichever of IBMQ and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IBMQ or VOO?
IBMQ has an expense ratio of 0.18% while VOO charges 0.03%. VOO is the cheaper option, by $15 a year on a $10,000 investment.
Which performed better, IBMQ or VOO?
Over the past year IBMQ returned -0.83% vs +17.54% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), IBMQ annualized +1.66% vs +15.08% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IBMQ or VOO?
VOO has been the more volatile fund at 16.6% annualized versus 5.0% for IBMQ. Worst drawdown: IBMQ -15.8% vs VOO -34.3%.
Should I hold both IBMQ and VOO?
IBMQ and VOO have a monthly-return correlation of 0.45, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IBMQ or VOO?
IBMQ yields 2.45% while VOO yields 1.04%, so IBMQ currently pays the higher dividend yield.
Is VOO better than IBMQ?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.