IETC vs VOO

IETC vs VOO

Which is better, IETC or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. IETC led over 3Y, 5Y and the full window, VOO over 1Y. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 49.4%.

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

MetricIETCVOO
Expense Ratio0.18%0.03%Best
AUM$686M$997.4B
Dividend Yield0.38%1.04%
Holdings106509
YTD Return+6.58%+11.01%Best
1Y Return+5.14%+15.60%Best
3Y Return (annualized)+25.22%Best+20.82%
5Y Return (annualized)+13.45%Best+12.60%
Volatility (annualized)21.5%16.4%Best
Max Drawdown-38.5%-34.3%Best
$10,000 over 5 years$18,794Best$18,101
Top 10 Weight49.4%37.6%Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 21, 2018Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Mar 23, 2018 to Sep 16, 2026 (8.5 years).

IETC 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 8.5 years both funds cover.

IETC vs VOO Performance

iShares US Tech Independence Focused ETF (IETC) 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 IETC returned +5.14% while VOO returned +15.60%. Year to date, IETC is up 6.58% versus a gain of 11.01% for VOO.

Over three years, IETC compounded at +25.22% per year against +20.82% for VOO; over five years the annualized figures are +13.45% and +12.60% respectively. Across the full 9-year window we track, IETC has the edge at +19.70% annualized vs +14.47%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IETC has been the more volatile fund, with annualized monthly volatility of 21.5% compared with 16.4% 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 -38.5% for IETC and -34.3% 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IETC 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, IETC currently yields 0.38% against 1.04% for VOO.

Holdings Overlap

IETC already in VOO91.8%
VOO already in IETC49.2%

91.8% of IETC's money is in holdings VOO also owns. 49.2% of VOO's money is in holdings IETC also owns.

Most of IETC is already inside VOO. Owning both mostly buys the same companies twice.

69 positions in common, counted across the 109 positions we hold weights for in IETC and 494 in VOO, against full books of 106 and 509.

What only one of them owns

Our book lists 419 positions for VOO that do not appear in our book for IETC (50.0% of the fund), and 33 for IETC that do not appear in VOO (7.6%).

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 IETCWeight in VOODifference
NVDANvidia Corp13.74%7.55%6.19%
AVGOBroadcom Inc8.06%2.86%5.20%
AAPLApple, Inc3.69%7.05%3.36%
MSFTMicrosoft Corp1.94%5.36%3.42%
AMZNAmazon.Com Inc2.87%4.13%1.26%
MUMicron Technology, Inc.5.34%1.44%3.90%
GOOGLAlphabet Inc,class A2.94%3.24%0.30%
AMDAdvanced Micro Devices Inc4.84%1.21%3.63%
GOOGAlphabet Inc2.43%2.62%0.19%
METAMeta Platforms Inc2.03%1.90%0.13%

91.8% of IETC is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IETCVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IETC or VOO?

IETC has an expense ratio of 0.18% while VOO charges 0.03%. VOO is the cheaper option, by $15 a year on a $10,000 investment.

Which performed better, IETC or VOO?

Over the past year IETC returned +5.14% vs +15.60% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), IETC annualized +19.70% vs +14.47% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IETC or VOO?

IETC has been the more volatile fund at 21.5% annualized versus 16.4% for VOO. Worst drawdown: IETC -38.5% vs VOO -34.3%.

Should I hold both IETC and VOO?

IETC and VOO have a monthly-return correlation of 0.89, 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 IETC and VOO?

91.8% of IETC's money is in holdings VOO also owns. 49.2% of VOO's is in holdings IETC also owns. They hold 69 positions in common, counted across the 109 positions we hold weights for in IETC and 494 in VOO.

Which pays a higher dividend, IETC or VOO?

IETC yields 0.38% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than IETC?

VOO has a lower expense ratio. IETC led over 3Y, 5Y and the full window, VOO over 1Y. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 49.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.