ISVL vs VOO

ISVL vs VOO
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Quick Verdict

VOO has a lower expense ratio. ISVL delivered stronger 1-year returns. ISVL offers more diversification with 538 holdings.

Lower Fees: VOOHigher Returns: ISVLMore Diversified: ISVL

Side-by-Side Comparison

MetricISVLVOOWinner
Expense Ratio0.31%0.03%
AUM$335M$997.4B
Dividend Yield3.06%1.08%
Holdings538509
YTD Return+13.46%+14.27%
1Y Return+25.57%+21.79%
3Y Return (annualized)+23.37%+22.19%
5Y Return (annualized)+11.33%+13.28%
Volatility (annualized)16.6%14.2%
Max Drawdown-30.5%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMar 23, 2021Sep 7, 2010

ISVL vs VOO Performance

iShares International Developed Small Cap Value Factor ETF (ISVL) 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 ISVL returned +25.57% while VOO returned +21.79%. Year to date, ISVL is up 13.46% versus a gain of 14.27% for VOO.

Over three years, ISVL compounded at +23.37% per year against +22.19% for VOO; over five years the annualized figures are +11.33% and +13.28% respectively. Across the full 5-year window we track, VOO has the edge at +13.59% annualized vs +12.21%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ISVL has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 14.2% 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 -30.5% for ISVL 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ISVL charges 0.31% per year while VOO charges 0.03%. On a $10,000 position that is $31 vs $3 annually, a gap of $28 per year that compounds over a long holding period. On income, ISVL currently yields 3.06% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

ISVL and VOO share 0 holdings out of 1014 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, ISVL or VOO?

ISVL has an expense ratio of 0.31% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $28 per year of difference.

Which performed better, ISVL or VOO?

Over the past year ISVL returned +25.57% vs +21.79% for VOO, so ISVL leads on 1-year performance. Over the longest common window we track (5 years), ISVL annualized +12.21% vs +13.59% for VOO. Past performance does not guarantee future results.

Which is riskier, ISVL or VOO?

ISVL has been the more volatile fund at 16.6% annualized versus 14.2% for VOO. Worst drawdown: ISVL -30.5% vs VOO -34.3%.

Should I hold both ISVL and VOO?

ISVL and VOO have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ISVL and VOO?

ISVL and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1014 unique securities.

Which pays a higher dividend, ISVL or VOO?

ISVL yields 3.06% while VOO yields 1.08%, so ISVL currently pays the higher dividend yield.

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