IEDI vs VOO
iShares US Consumer Focused 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 509 holdings.
Side-by-Side Comparison
| Metric | IEDI | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $29M | $997.4B | |
| Dividend Yield | 0.95% | 1.08% | |
| Holdings | 188 | 509 | |
| YTD Return | +3.88% | +14.27% | |
| 1Y Return | +0.78% | +21.79% | |
| 3Y Return (annualized) | +12.54% | +22.19% | |
| 5Y Return (annualized) | +5.98% | +13.28% | |
| Volatility (annualized) | 18.0% | 14.2% | |
| Max Drawdown | -30.6% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 21, 2018 | Sep 7, 2010 |
IEDI vs VOO Performance
iShares US Consumer Focused ETF (IEDI) 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 IEDI returned +0.78% while VOO returned +21.79%. Year to date, IEDI is up 3.88% versus a gain of 14.27% for VOO.
Over three years, IEDI compounded at +12.54% per year against +22.19% for VOO; over five years the annualized figures are +5.98% and +13.28% respectively. Across the full 8-year window we track, VOO has the edge at +13.59% annualized vs +11.56%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IEDI has been the more volatile fund, with annualized monthly volatility of 18.0% compared with 14.2% 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 -30.6% for IEDI 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IEDI 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, IEDI currently yields 0.95% against 1.08% for VOO.
Holdings Overlap
IEDI and VOO share 87 holdings out of 602 unique holdings combined, representing a 12.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IEDI or VOO?
IEDI 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.
Which performed better, IEDI or VOO?
Over the past year IEDI returned +0.78% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), IEDI annualized +11.56% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, IEDI or VOO?
IEDI has been the more volatile fund at 18.0% annualized versus 14.2% for VOO. Worst drawdown: IEDI -30.6% vs VOO -34.3%.
Should I hold both IEDI and VOO?
IEDI and VOO have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IEDI and VOO?
IEDI and VOO share 87 common holdings with a 12.2% weight overlap. Combined, they hold 602 unique securities.
Which pays a higher dividend, IEDI or VOO?
IEDI yields 0.95% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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