IGBH vs VOO
iShares Interest Rate Hedged Long-Term Corporate Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. IGBH offers more diversification with 4,130 holdings.
Side-by-Side Comparison
| Metric | IGBH | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.14% | 0.03% | |
| AUM | $203M | $979.0B | |
| Dividend Yield | 5.68% | 1.09% | |
| Holdings | 4,130 | 509 | |
| YTD Return | +1.56% | +14.48% | |
| 1Y Return | +5.34% | +22.02% | |
| 3Y Return (annualized) | +7.50% | +21.80% | |
| 5Y Return (annualized) | +5.31% | +13.36% | |
| Volatility (annualized) | 7.5% | 14.2% | |
| Max Drawdown | -38.9% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jul 22, 2015 | Sep 7, 2010 |
IGBH vs VOO Performance
iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) 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 IGBH returned +5.34% while VOO returned +22.02%. Year to date, IGBH is up 1.56% versus a gain of 14.48% for VOO.
Over three years, IGBH compounded at +7.50% per year against +21.80% for VOO; over five years the annualized figures are +5.31% and +13.36% respectively. Across the full 11-year window we track, VOO has the edge at +13.61% annualized vs +2.85%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 7.5% for IGBH. 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 -38.9% for IGBH 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IGBH charges 0.14% per year while VOO charges 0.03%. On a $10,000 position that is $14 vs $3 annually, a gap of $11 per year that compounds over a long holding period. On income, IGBH currently yields 5.68% against 1.09% for VOO.
Holdings Overlap
IGBH and VOO share 1 holdings out of 580 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IGBH | Weight in VOO | Difference |
|---|---|---|---|
| MMC 4.75 03/15/39 | 0.04% | 0.12% | 0.08% |
Frequently Asked Questions
Which is cheaper, IGBH or VOO?
IGBH has an expense ratio of 0.14% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $11 per year of difference.
Which performed better, IGBH or VOO?
Over the past year IGBH returned +5.34% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (11 years), IGBH annualized +2.85% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, IGBH or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 7.5% for IGBH. Worst drawdown: IGBH -38.9% vs VOO -34.3%.
Should I hold both IGBH and VOO?
IGBH and VOO have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IGBH and VOO?
IGBH and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 580 unique securities.
Which pays a higher dividend, IGBH or VOO?
IGBH yields 5.68% while VOO yields 1.09%, so IGBH currently pays the higher dividend yield.
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