IVVM vs VOO
iShares Large Cap Moderate Quarterly Laddered ETF vs Vanguard S&P 500 ETF
Which is better, IVVM or VOO?
Nearly the same fund. VOO costs less.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.96.
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
| Metric | IVVM | VOO |
|---|---|---|
| Expense Ratio | 0.50% | 0.03%Best |
| AUM | $173M | $997.4B |
| Dividend Yield | 0.57% | 1.04% |
| Holdings | 14 | 509 |
| YTD Return | +8.36% | +12.37%Best |
| 1Y Return | +10.99% | +16.61%Best |
| 3Y Return (annualized) | +14.14% | +21.37%Best |
| 5Y Return (annualized) | - | +13.49% |
| Volatility (annualized) | 6.7%Best | 12.7% |
| Max Drawdown | -11.6%Best | -18.7% |
| $10,000 over 3.2 years | $14,895 | $17,855Best |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 28, 2023 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Jun 30, 2023 to Sep 18, 2026 (3.2 years).
IVVM 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 covers the 3.2 years both funds cover.
IVVM vs VOO Performance
iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) is an ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year IVVM returned +10.99% while VOO returned +16.61%. Year to date, IVVM is up 8.36% versus a gain of 12.37% for VOO.
Over three years, IVVM compounded at +14.14% per year against +21.37% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 6.7% for IVVM. 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 -11.6% for IVVM and -18.7% 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVVM charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, IVVM currently yields 0.57% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 3 holdings in IVVM and 494 in VOO, totalling 100.3% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 3 positions we hold weights for in IVVM and 494 in VOO, against full books of 14 and 509.
You are not choosing between two funds in isolation.
Whichever of IVVM and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVVM or VOO?
IVVM has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, IVVM or VOO?
Over the past year IVVM returned +10.99% vs +16.61% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVVM or VOO?
VOO has been the more volatile fund at 12.7% annualized versus 6.7% for IVVM. Worst drawdown: IVVM -11.6% vs VOO -18.7%.
Should I hold both IVVM and VOO?
IVVM and VOO have a monthly-return correlation of 0.96, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, IVVM or VOO?
IVVM yields 0.57% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than IVVM?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.96. Which one suits a particular account depends on what it is for. This is information, not a recommendation.