IGE vs VOO
iShares North American Natural Resources ETF vs Vanguard S&P 500 ETF
Which is better, IGE or VOO?
Large Cap Value against Large Cap Blend.
VOO has a lower expense ratio. IGE led over 1Y and 5Y, VOO over 3Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 41.7%.
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
| Metric | IGE | VOO |
|---|---|---|
| Expense Ratio | 0.37% | 0.03%Best |
| AUM | $754M | $997.4B |
| Dividend Yield | 1.80% | 1.04% |
| Holdings | 156 | 509 |
| YTD Return | +27.81%Best | +11.98% |
| 1Y Return | +37.37%Best | +16.45% |
| 3Y Return (annualized) | +17.59% | +21.19%Best |
| 5Y Return (annualized) | +21.09%Best | +12.95% |
| Volatility (annualized) | 23.4% | 14.1%Best |
| Max Drawdown | -72.3% | -34.3%Best |
| $10,000 over 5 years | $26,034Best | $18,384 |
| Top 10 Weight | 41.7% | 37.6%Best |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Oct 22, 2001 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 14, 2026 (16 years).
IGE 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 16 years both funds cover.
IGE vs VOO Performance
iShares North American Natural Resources ETF (IGE) 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 IGE returned +37.37% while VOO returned +16.45%. Year to date, IGE is up 27.81% versus a gain of 11.98% for VOO.
Over three years, IGE compounded at +17.59% per year against +21.19% for VOO; over five years the annualized figures are +21.09% and +12.95% respectively. Across the full 16-year window we track, VOO has the edge at +13.37% annualized vs +5.25%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGE has been the more volatile fund, with annualized monthly volatility of 23.4% 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 -72.3% for IGE 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 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IGE charges 0.37% per year while VOO charges 0.03%. On a $10,000 position that is $37 vs $3 annually, a gap of $34 per year that compounds over a long holding period. On income, IGE currently yields 1.80% against 1.04% for VOO.
Holdings Overlap
58.9% of IGE's money is in holdings VOO also owns. 3.9% of VOO's money is in holdings IGE also owns.
The two portfolios partly overlap.
30 positions in common, counted across the 149 positions we hold weights for in IGE and 494 in VOO, against full books of 156 and 509.
What only one of them owns
Our book lists 457 positions for VOO that do not appear in our book for IGE (95.3% of the fund), and 72 for IGE that do not appear in VOO (12.5%).
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
| Stock | Weight in IGE | Weight in VOO | Difference |
|---|---|---|---|
| XOMExxon Mobil Corp. | 9.54% | 1.00% | 8.54% |
| CVXChevron Corp | 9.36% | 0.57% | 8.79% |
| COPConocophillips Common Stock USD 0.01 | 3.92% | 0.23% | 3.69% |
| NEMNewmont Corp Common | 3.26% | 0.16% | 3.10% |
| FCXFreeport-mcmoran Copper & Gold Inc. | 2.64% | 0.14% | 2.50% |
| MPCMarathon Petroleum Corp | 2.64% | 0.14% | 2.50% |
| VLOValero Energy | 2.59% | 0.14% | 2.45% |
| PSXPhillips 66 | 2.40% | 0.13% | 2.27% |
| WMBWilliams Cos. Inc. | 2.23% | 0.14% | 2.09% |
| SLBSchlumberger Nv. | 2.18% | 0.12% | 2.06% |
58.9% of IGE 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IGE or VOO?
IGE has an expense ratio of 0.37% while VOO charges 0.03%. VOO is the cheaper option, by $34 a year on a $10,000 investment.
Which performed better, IGE or VOO?
Over the past year IGE returned +37.37% vs +16.45% for VOO, so IGE leads on 1-year performance. Over the longest common window we track (16 years), IGE annualized +5.25% vs +13.37% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IGE or VOO?
IGE has been the more volatile fund at 23.4% annualized versus 14.1% for VOO. Worst drawdown: IGE -72.3% vs VOO -34.3%.
Should I hold both IGE and VOO?
IGE and VOO have a monthly-return correlation of 0.66, 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 IGE and VOO?
58.9% of IGE's money is in holdings VOO also owns. 3.9% of VOO's is in holdings IGE also owns. They hold 30 positions in common, counted across the 149 positions we hold weights for in IGE and 494 in VOO.
Which pays a higher dividend, IGE or VOO?
IGE yields 1.80% while VOO yields 1.04%, so IGE currently pays the higher dividend yield.
Is VOO better than IGE?
VOO has a lower expense ratio. IGE led over 1Y and 5Y, VOO over 3Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 41.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.