IBMV vs VOO

IBMV vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: TiedMore Diversified: VOO

Side-by-Side Comparison

MetricIBMVVOOWinner
Expense Ratio0.18%0.03%
AUM$11M$997.4B
Dividend Yield0.76%1.08%
Holdings191509
YTD Return-1.18%+12.63%
1Y Return-+20.89%
3Y Return (annualized)-+21.06%
5Y Return (annualized)-+12.62%
Volatility (annualized)-14.1%
Max Drawdown-3.2%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionMar 25, 2026Sep 7, 2010

IBMV vs VOO Performance

iShares iBonds Dec 2033 Term Muni Bond ETF (IBMV) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, IBMV is down 1.18% versus a gain of 12.63% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.2% for IBMV and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IBMV 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, IBMV currently yields 0.76% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

IBMV and VOO share 0 holdings out of 543 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, IBMV or VOO?

IBMV has an expense ratio of 0.18% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $15 per year of difference.

What is the holdings overlap between IBMV and VOO?

IBMV and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 543 unique securities.

Which pays a higher dividend, IBMV or VOO?

IBMV yields 0.76% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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