IBRN vs VOO

IBRN vs VOO

Which is better, IBRN or VOO?

Each has led over a different period.

VOO has a lower expense ratio. IBRN led over 1Y, VOO over 3Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 45.0%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: VOO

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

MetricIBRNVOO
Expense Ratio0.47%0.03%Best
AUM$8M$997.4B
Dividend Yield0.82%1.04%
Holdings80509
YTD Return+12.21%+14.14%Best
1Y Return+37.53%Best+17.31%
3Y Return (annualized)+20.08%+23.04%Best
5Y Return (annualized)-+13.63%
Volatility (annualized)21.7%14.1%Best
Max Drawdown-35.4%-18.7%Best
$10,000 over 4.1 years$14,765$20,335Best
Top 10 Weight45.0%37.6%Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionAug 24, 2022Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Aug 26, 2022 to Sep 22, 2026 (4.1 years).

IBRN 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 covers the 4.1 years both funds cover.

IBRN vs VOO Performance

iShares Neuroscience and Healthcare ETF (IBRN) 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 IBRN returned +37.53% while VOO returned +17.31%. Year to date, IBRN is up 12.21% versus a gain of 14.14% for VOO.

Over three years, IBRN compounded at +20.08% per year against +23.04% for VOO. Across the full 4-year window we track, VOO has the edge at +18.90% annualized vs +9.97%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IBRN has been the more volatile fund, with annualized monthly volatility of 21.7% compared with 14.1% for VOO. 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 -35.4% for IBRN and -18.7% 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 0.41. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IBRN charges 0.47% per year while VOO charges 0.03%. On a $10,000 position that is $47 vs $3 annually, a gap of $44 per year that compounds over a long holding period. On income, IBRN currently yields 0.82% against 1.04% for VOO.

Holdings Overlap

IBRN already in VOO4.2%
VOO already in IBRN0.1%

4.2% of IBRN's money is in holdings VOO also owns. 0.1% of VOO's money is in holdings IBRN also owns.

IBRN and VOO share little of their money.

1 positions in common, counted across the 69 positions we hold weights for in IBRN and 494 in VOO, against full books of 80 and 509.

What only one of them owns

Our book lists 486 positions for VOO that do not appear in our book for IBRN (99.1% of the fund), and 47 for IBRN that do not appear in VOO (67.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IBRNWeight in VOODifference
BIIBBiogen Inc. Com4.19%0.05%4.14%

You are not choosing between two funds in isolation.

Whichever of IBRN and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IBRNVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IBRN or VOO?

IBRN has an expense ratio of 0.47% while VOO charges 0.03%. VOO is the cheaper option, by $44 a year on a $10,000 investment.

Which performed better, IBRN or VOO?

Over the past year IBRN returned +37.53% vs +17.31% for VOO, so IBRN leads on 1-year performance. Over the longest common window we track (4 years), IBRN annualized +9.97% vs +18.90% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IBRN or VOO?

IBRN has been the more volatile fund at 21.7% annualized versus 14.1% for VOO. Worst drawdown: IBRN -35.4% vs VOO -18.7%.

Should I hold both IBRN and VOO?

IBRN and VOO have a monthly-return correlation of 0.41, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between IBRN and VOO?

4.2% of IBRN's money is in holdings VOO also owns. 0.1% of VOO's is in holdings IBRN also owns. They hold 1 positions in common, counted across the 69 positions we hold weights for in IBRN and 494 in VOO.

Which pays a higher dividend, IBRN or VOO?

IBRN yields 0.82% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than IBRN?

VOO has a lower expense ratio. IBRN led over 1Y, VOO over 3Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 45.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.