ISCB vs VOO
ISCB vs VOO
iShares Morningstar Small-Cap ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. ISCB delivered stronger 1-year returns. ISCB offers more diversification with 1305 holdings.
Side-by-Side Comparison
| Metric | ISCB | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.03% | |
| AUM | $283M | $979.0B | |
| Dividend Yield | 1.26% | 1.09% | |
| Holdings | 1,587 | 509 | |
| YTD Return | +17.70% | +13.80% | |
| 1Y Return | +31.65% | +23.71% | |
| 3Y Return (annualized) | +16.22% | +21.50% | |
| 5Y Return (annualized) | +7.76% | +13.44% | |
| Volatility (annualized) | 19.7% | 14.1% | |
| Max Drawdown | -61.9% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 28, 2004 | Sep 7, 2010 |
ISCB vs VOO Performance
iShares Morningstar Small-Cap ETF (ISCB) 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 ISCB returned +31.65% while VOO returned +23.71%. Year to date, ISCB is up 17.70% versus a gain of 13.80% for VOO.
Over three years, ISCB compounded at +16.22% per year against +21.50% for VOO; over five years the annualized figures are +7.76% and +13.44% respectively. Across the full 16-year window we track, VOO has the edge at +13.58% annualized vs +8.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ISCB has been the more volatile fund, with annualized monthly volatility of 19.7% 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 -61.9% for ISCB 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ISCB charges 0.04% per year while VOO charges 0.03%. On a $10,000 position that is $4 vs $3 annually, a gap of $1 per year that compounds over a long holding period. On income, ISCB currently yields 1.26% against 1.09% for VOO.
Holdings Overlap
ISCB and VOO share 65 holdings out of 1745 unique holdings combined, representing a 1.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ISCB | Weight in VOO | Difference |
|---|---|---|---|
| MAS | 0.25% | 0.03% | 0.22% |
| AKAM | 0.25% | 0.03% | 0.22% |
| GNRC | 0.24% | 0.03% | 0.21% |
| IEX | Pro | Pro | Pro |
| BBY | Pro | Pro | Pro |
| HST | Pro | Pro | Pro |
| DOC | Pro | Pro | Pro |
| DECK | Pro | Pro | Pro |
| RL | Pro | Pro | Pro |
| NDSN | Pro | Pro | Pro |
See all 10 holdings ISCB shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, ISCB or VOO?
ISCB has an expense ratio of 0.04% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
Which performed better, ISCB or VOO?
Over the past year ISCB returned +31.65% vs +23.71% for VOO, so ISCB leads on 1-year performance. Over the longest common window we track (16 years), ISCB annualized +8.05% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, ISCB or VOO?
ISCB has been the more volatile fund at 19.7% annualized versus 14.1% for VOO. Worst drawdown: ISCB -61.9% vs VOO -34.3%.
Should I hold both ISCB and VOO?
ISCB and VOO have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ISCB and VOO?
ISCB and VOO share 65 common holdings with a 1.1% weight overlap. Combined, they hold 1745 unique securities.
Which pays a higher dividend, ISCB or VOO?
ISCB yields 1.26% while VOO yields 1.09%, so ISCB currently pays the higher dividend yield.
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