IBTP vs VOO
iShares iBonds Dec 2034 Term Treasury 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 | IBTP | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.07% | 0.03% | |
| AUM | $283M | $979.0B | |
| Dividend Yield | 4.03% | 1.09% | |
| Holdings | 5 | 509 | |
| YTD Return | -1.03% | +13.80% | |
| 1Y Return | +1.17% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 5.4% | 14.1% | |
| Max Drawdown | -6.9% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 11, 2024 | Sep 7, 2010 |
IBTP vs VOO Performance
iShares iBonds Dec 2034 Term Treasury ETF (IBTP) 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 IBTP returned +1.17% while VOO returned +23.71%. Year to date, IBTP is down 1.03% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 5.4% for IBTP. 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 -6.9% for IBTP 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 0.17. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IBTP charges 0.07% per year while VOO charges 0.03%. On a $10,000 position that is $7 vs $3 annually, a gap of $4 per year that compounds over a long holding period. On income, IBTP currently yields 4.03% against 1.09% for VOO.
Holdings Overlap
IBTP and VOO share 0 holdings out of 509 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, IBTP or VOO?
IBTP has an expense ratio of 0.07% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $4 per year of difference.
Which performed better, IBTP or VOO?
Over the past year IBTP returned +1.17% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), IBTP annualized +3.77% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, IBTP or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 5.4% for IBTP. Worst drawdown: IBTP -6.9% vs VOO -34.3%.
Should I hold both IBTP and VOO?
IBTP and VOO have a monthly-return correlation of 0.17, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IBTP and VOO?
IBTP and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, IBTP or VOO?
IBTP yields 4.03% while VOO yields 1.09%, so IBTP currently pays the higher dividend yield.
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