ISHG vs VOO

ISHG vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricISHGVOOWinner
Expense Ratio0.35%0.03%
AUM$825M$997.4B
Dividend Yield1.45%1.08%
Holdings192509
YTD Return+1.46%+12.25%
1Y Return+2.40%+20.92%
3Y Return (annualized)+5.57%+21.79%
5Y Return (annualized)+0.30%+13.05%
Volatility (annualized)7.6%14.1%
Max Drawdown-37.6%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJan 21, 2009Sep 7, 2010

ISHG vs VOO Performance

iShares 1-3 Year International Treasury Bond ETF (ISHG) 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 ISHG returned +2.40% while VOO returned +20.92%. Year to date, ISHG is up 1.46% versus a gain of 12.25% for VOO.

Over three years, ISHG compounded at +5.57% per year against +21.79% for VOO; over five years the annualized figures are +0.30% and +13.05% respectively. Across the full 16-year window we track, VOO has the edge at +13.45% annualized vs -0.41%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 7.6% for ISHG. 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 -37.6% for ISHG 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 0.41. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ISHG charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, ISHG currently yields 1.45% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

ISHG and VOO share 0 holdings out of 514 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, ISHG or VOO?

ISHG has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, ISHG or VOO?

Over the past year ISHG returned +2.40% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), ISHG annualized -0.41% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, ISHG or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 7.6% for ISHG. Worst drawdown: ISHG -37.6% vs VOO -34.3%.

Should I hold both ISHG and VOO?

ISHG and VOO have a monthly-return correlation of 0.41, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ISHG and VOO?

ISHG and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 514 unique securities.

Which pays a higher dividend, ISHG or VOO?

ISHG yields 1.45% while VOO yields 1.08%, so ISHG currently pays the higher dividend yield.

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