IYK vs VOO
iShares US Consumer Staples ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IYK | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.38% | 0.03% | |
| AUM | $1.4B | $979.0B | |
| Dividend Yield | 2.61% | 1.09% | |
| Holdings | 57 | 509 | |
| YTD Return | +12.73% | +14.48% | |
| 1Y Return | +8.64% | +22.02% | |
| 3Y Return (annualized) | +6.30% | +21.80% | |
| 5Y Return (annualized) | +6.02% | +13.36% | |
| Volatility (annualized) | 13.1% | 14.2% | |
| Max Drawdown | -44.1% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 12, 2000 | Sep 7, 2010 |
IYK vs VOO Performance
iShares US Consumer Staples ETF (IYK) 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 IYK returned +8.64% while VOO returned +22.02%. Year to date, IYK is up 12.73% versus a gain of 14.48% for VOO.
Over three years, IYK compounded at +6.30% per year against +21.80% for VOO; over five years the annualized figures are +6.02% and +13.36% respectively. Across the full 16-year window we track, VOO has the edge at +13.61% annualized vs +7.18%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 13.1% for IYK. 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 -44.1% for IYK 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IYK charges 0.38% per year while VOO charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, IYK currently yields 2.61% against 1.09% for VOO.
Holdings Overlap
IYK and VOO share 34 holdings out of 525 unique holdings combined, representing a 3.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IYK or VOO?
IYK has an expense ratio of 0.38% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, IYK or VOO?
Over the past year IYK returned +8.64% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), IYK annualized +7.18% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, IYK or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 13.1% for IYK. Worst drawdown: IYK -44.1% vs VOO -34.3%.
Should I hold both IYK and VOO?
IYK and VOO have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IYK and VOO?
IYK and VOO share 34 common holdings with a 3.6% weight overlap. Combined, they hold 525 unique securities.
Which pays a higher dividend, IYK or VOO?
IYK yields 2.61% while VOO yields 1.09%, so IYK currently pays the higher dividend yield.
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