IGHG vs VOO

IGHG vs VOO

Which is better, IGHG or VOO?

Investment Grade Bond against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: 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

MetricIGHGVOO
Expense Ratio0.30%0.03%Best
AUM$343M$997.4B
Dividend Yield5.12%1.08%
Holdings186509
YTD Return-1.31%+13.37%Best
1Y Return-0.07%+20.08%Best
3Y Return (annualized)+5.87%+21.29%Best
5Y Return (annualized)+4.60%+12.89%Best
Volatility (annualized)11.7%Best14.5%
Max Drawdown-43.7%-34.3%Best
$10,000 over 5 years$12,522$18,335Best
Fund FamilyProSharesVanguard (US)
CategoryFixed IncomeEquity
StyleInvestment Grade BondLarge Cap Blend
InceptionNov 5, 2013Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 7, 2013 to Sep 4, 2026 (12.8 years).

IGHG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IGHG vs VOO Performance

ProShares Investment Grade-Interest Rate Hedged ETF (IGHG) is an ETF from ProShares and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year IGHG returned -0.07% while VOO returned +20.08%. Year to date, IGHG is down 1.31% versus a gain of 13.37% for VOO.

Over three years, IGHG compounded at +5.87% per year against +21.29% for VOO; over five years the annualized figures are +4.60% and +12.89% respectively. Across the full 13-year window we track, VOO has the edge at +12.97% annualized vs +3.39%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 11.7% for IGHG. 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 -43.7% for IGHG 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 0.32. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IGHG charges 0.30% per year while VOO charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, IGHG currently yields 5.12% against 1.08% for VOO.

You are not choosing between two funds in isolation.

Whichever of IGHG and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IGHGVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IGHG or VOO?

IGHG has an expense ratio of 0.30% while VOO charges 0.03%. VOO is the cheaper option, by $27 a year on a $10,000 investment.

Which performed better, IGHG or VOO?

Over the past year IGHG returned -0.07% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (13 years), IGHG annualized +3.39% vs +12.97% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IGHG or VOO?

VOO has been the more volatile fund at 14.5% annualized versus 11.7% for IGHG. Worst drawdown: IGHG -43.7% vs VOO -34.3%.

Should I hold both IGHG and VOO?

IGHG and VOO have a monthly-return correlation of 0.32, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IGHG or VOO?

IGHG yields 5.12% while VOO yields 1.08%, so IGHG currently pays the higher dividend yield.

Is VOO better than IGHG?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.