LDRT vs VOO
LDRT vs VOO
iShares iBonds 1-5 Year Treasury 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 | LDRT | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.07% | 0.03% | |
| AUM | $207M | $979.0B | |
| Dividend Yield | 3.79% | 1.09% | |
| Holdings | 180 | 509 | |
| YTD Return | +0.34% | +13.80% | |
| 1Y Return | +2.44% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 1.7% | 14.1% | |
| Max Drawdown | -1.4% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Nov 7, 2024 | Sep 7, 2010 |
LDRT vs VOO Performance
iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) 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 LDRT returned +2.44% while VOO returned +23.71%. Year to date, LDRT is up 0.34% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 1.7% for LDRT. 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 -1.4% for LDRT 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 -0.05. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LDRT charges 0.07% per year while VOO charges 0.03%. On a $10,000 position that is $7 vs $3 annually, a gap of $4 per year that compounds over a long holding period. On income, LDRT currently yields 3.79% against 1.09% for VOO.
Holdings Overlap
LDRT and VOO share 0 holdings out of 510 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, LDRT or VOO?
LDRT has an expense ratio of 0.07% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $4 per year of difference.
Which performed better, LDRT or VOO?
Over the past year LDRT returned +2.44% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), LDRT annualized +3.67% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, LDRT or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 1.7% for LDRT. Worst drawdown: LDRT -1.4% vs VOO -34.3%.
Should I hold both LDRT and VOO?
LDRT and VOO have a monthly-return correlation of -0.05, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LDRT and VOO?
LDRT and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, LDRT or VOO?
LDRT yields 3.79% while VOO yields 1.09%, so LDRT currently pays the higher dividend yield.
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