IYZ vs VOO

IYZ vs VOO
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Quick Verdict

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

Lower Fees: VOOHigher Returns: IYZMore Diversified: VOO

Side-by-Side Comparison

MetricIYZVOOWinner
Expense Ratio0.37%0.03%
AUM$1.3B$997.4B
Dividend Yield1.74%1.08%
Holdings28509
YTD Return+25.47%+12.25%
1Y Return+42.13%+20.92%
3Y Return (annualized)+27.15%+21.79%
5Y Return (annualized)+6.81%+13.05%
Volatility (annualized)19.4%14.1%
Max Drawdown-72.5%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMay 22, 2000Sep 7, 2010

IYZ vs VOO Performance

iShares US Telecommunications ETF (IYZ) 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 IYZ returned +42.13% while VOO returned +20.92%. Year to date, IYZ is up 25.47% versus a gain of 12.25% for VOO.

Over three years, IYZ compounded at +27.15% per year against +21.79% for VOO; over five years the annualized figures are +6.81% and +13.05% respectively. Across the full 16-year window we track, VOO has the edge at +13.45% annualized vs +0.80%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IYZ has been the more volatile fund, with annualized monthly volatility of 19.4% 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 -72.5% for IYZ 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

IYZ charges 0.37% per year while VOO charges 0.03%. On a $10,000 position that is $37 vs $3 annually, a gap of $34 per year that compounds over a long holding period. On income, IYZ currently yields 1.74% against 1.08% for VOO.

Holdings Overlap

2.1%overlap

IYZ and VOO share 11 holdings out of 519 unique holdings combined, representing a 2.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IYZWeight in VOODifference
CSCO23.14%0.72%22.42%
ANET12.66%0.27%12.39%
VZ11.92%0.27%11.65%
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Frequently Asked Questions

Which is cheaper, IYZ or VOO?

IYZ has an expense ratio of 0.37% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $34 per year of difference.

Which performed better, IYZ or VOO?

Over the past year IYZ returned +42.13% vs +20.92% for VOO, so IYZ leads on 1-year performance. Over the longest common window we track (16 years), IYZ annualized +0.80% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, IYZ or VOO?

IYZ has been the more volatile fund at 19.4% annualized versus 14.1% for VOO. Worst drawdown: IYZ -72.5% vs VOO -34.3%.

Should I hold both IYZ and VOO?

IYZ 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 IYZ and VOO?

IYZ and VOO share 11 common holdings with a 2.1% weight overlap. Combined, they hold 519 unique securities.

Which pays a higher dividend, IYZ or VOO?

IYZ yields 1.74% while VOO yields 1.08%, so IYZ currently pays the higher dividend yield.

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