LDRH vs VOO
iShares iBonds 1-5 Year High Yield and Income Ladder 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 | LDRH | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $23M | $979.0B | |
| Dividend Yield | 6.47% | 1.09% | |
| Holdings | 1,267 | 509 | |
| YTD Return | +1.52% | +13.79% | |
| 1Y Return | +4.34% | +23.01% | |
| 3Y Return (annualized) | - | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 1.8% | 14.1% | |
| Max Drawdown | -3.2% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Nov 7, 2024 | Sep 7, 2010 |
LDRH vs VOO Performance
iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH) 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 LDRH returned +4.34% while VOO returned +23.01%. Year to date, LDRH is up 1.52% versus a gain of 13.79% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 1.8% for LDRH. 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 -3.2% for LDRH 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LDRH 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, LDRH currently yields 6.47% against 1.09% for VOO.
Holdings Overlap
LDRH and VOO share 0 holdings out of 511 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, LDRH or VOO?
LDRH 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, LDRH or VOO?
Over the past year LDRH returned +4.34% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), LDRH annualized +5.04% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, LDRH or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 1.8% for LDRH. Worst drawdown: LDRH -3.2% vs VOO -34.3%.
Should I hold both LDRH and VOO?
LDRH and VOO have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LDRH and VOO?
LDRH and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, LDRH or VOO?
LDRH yields 6.47% while VOO yields 1.09%, so LDRH currently pays the higher dividend yield.
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