IBMW vs VOO
iShares iBonds Dec 2034 Term Muni Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | IBMW | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $7M | $997.4B | |
| Dividend Yield | 0.68% | 1.08% | |
| Holdings | 125 | 509 | |
| YTD Return | -1.33% | +12.25% | |
| 1Y Return | - | +20.92% | |
| 3Y Return (annualized) | - | +21.79% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -2.9% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Apr 7, 2026 | Sep 7, 2010 |
IBMW vs VOO Performance
iShares iBonds Dec 2034 Term Muni Bond ETF (IBMW) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, IBMW is down 1.33% versus a gain of 12.25% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.9% for IBMW 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
IBMW 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, IBMW currently yields 0.68% against 1.08% for VOO.
Holdings Overlap
IBMW and VOO share 0 holdings out of 541 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, IBMW or VOO?
IBMW 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 IBMW and VOO?
IBMW and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 541 unique securities.
Which pays a higher dividend, IBMW or VOO?
IBMW yields 0.68% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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