SUSB vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. SUSB offers more diversification with 1132 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: SUSB

Side-by-Side Comparison

MetricSUSBVOOWinner
Expense Ratio0.12%0.03%
AUM$1.3B$979.0B
Dividend Yield4.49%1.09%
Holdings1,665509
YTD Return+0.58%+13.79%
1Y Return+2.81%+23.01%
3Y Return (annualized)+5.50%+21.78%
5Y Return (annualized)+2.31%+13.39%
Volatility (annualized)3.0%14.1%
Max Drawdown-13.3%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJul 11, 2017Sep 7, 2010

SUSB vs VOO Performance

iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) 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 SUSB returned +2.81% while VOO returned +23.01%. Year to date, SUSB is up 0.58% versus a gain of 13.79% for VOO.

Over three years, SUSB compounded at +5.50% per year against +21.78% for VOO; over five years the annualized figures are +2.31% and +13.39% respectively. Across the full 9-year window we track, VOO has the edge at +13.57% annualized vs +1.70%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 3.0% for SUSB. 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 -13.3% for SUSB 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SUSB charges 0.12% per year while VOO charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, SUSB currently yields 4.49% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

SUSB and VOO share 1 holdings out of 1636 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SUSBWeight in VOODifference
KDP0.03%0.07%0.04%

Frequently Asked Questions

Which is cheaper, SUSB or VOO?

SUSB has an expense ratio of 0.12% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $9 per year of difference.

Which performed better, SUSB or VOO?

Over the past year SUSB returned +2.81% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), SUSB annualized +1.70% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, SUSB or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 3.0% for SUSB. Worst drawdown: SUSB -13.3% vs VOO -34.3%.

Should I hold both SUSB and VOO?

SUSB and VOO have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SUSB and VOO?

SUSB and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 1636 unique securities.

Which pays a higher dividend, SUSB or VOO?

SUSB yields 4.49% while VOO yields 1.09%, so SUSB currently pays the higher dividend yield.

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