IGM vs VOO

Quick Verdict

VOO has a lower expense ratio. IGM delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: IGMMore Diversified: VOO

Side-by-Side Comparison

MetricIGMVOOWinner
Expense Ratio0.39%0.03%
AUM$9.9B$979.0B
Dividend Yield0.13%1.09%
Holdings301509
YTD Return+26.65%+13.80%
1Y Return+40.69%+23.71%
3Y Return (annualized)+35.79%+21.50%
5Y Return (annualized)+19.11%+13.44%
Volatility (annualized)22.6%14.1%
Max Drawdown-65.6%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMar 13, 2001Sep 7, 2010

IGM vs VOO Performance

iShares Expanded Tech Sector ETF (IGM) 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 IGM returned +40.69% while VOO returned +23.71%. Year to date, IGM is up 26.65% versus a gain of 13.80% for VOO.

Over three years, IGM compounded at +35.79% per year against +21.50% for VOO; over five years the annualized figures are +19.11% and +13.44% respectively. Across the full 16-year window we track, VOO has the edge at +13.58% annualized vs +12.24%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IGM has been the more volatile fund, with annualized monthly volatility of 22.6% 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 -65.6% for IGM 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

IGM charges 0.39% per year while VOO charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, IGM currently yields 0.13% against 1.09% for VOO.

Holdings Overlap

46.3%overlap

IGM and VOO share 80 holdings out of 696 unique holdings combined, representing a 46.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IGMWeight in VOODifference
NVDA7.97%7.51%0.46%
AAPL8.76%6.59%2.17%
MSFT7.95%4.30%3.65%
AVGOProProPro
GOOGLProProPro
MUProProPro
METAProProPro
GOOGProProPro
AMDProProPro
INTCProProPro
See all 10 holdings IGM shares with VOO
Exact weights in each fund and the difference, for every overlapping position.
X-ray my whole portfolio$99/yr Pro · 7-day refund

Frequently Asked Questions

Which is cheaper, IGM or VOO?

IGM has an expense ratio of 0.39% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which performed better, IGM or VOO?

Over the past year IGM returned +40.69% vs +23.71% for VOO, so IGM leads on 1-year performance. Over the longest common window we track (16 years), IGM annualized +12.24% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, IGM or VOO?

IGM has been the more volatile fund at 22.6% annualized versus 14.1% for VOO. Worst drawdown: IGM -65.6% vs VOO -34.3%.

Should I hold both IGM and VOO?

IGM and VOO have a monthly-return correlation of 0.90, 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 IGM and VOO?

IGM and VOO share 80 common holdings with a 46.3% weight overlap. Combined, they hold 696 unique securities.

Which pays a higher dividend, IGM or VOO?

IGM yields 0.13% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

X-ray your whole portfolio
$99/yr7-day refund. ETFs, mutual funds, 401(k)s.
Get Pro →