VB vs VOO

VB vs VOO

Which is better, VB or VOO?

Small Cap Blend against Large Cap Blend.

VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. VB is less concentrated, with 4.3% of the fund in its ten largest positions against 36.4%.

Lower Fees: TiedHigher Returns: VOOLess Concentrated: VB

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricVBVOO
Expense Ratio0.03%Tie0.03%Tie
AUM$79.7B$997.4B
Dividend Yield1.21%1.04%
Holdings1,319509
YTD Return+12.96%Best+12.50%
1Y Return+15.18%+17.58%Best
3Y Return (annualized)+15.97%+21.27%Best
5Y Return (annualized)+7.16%+12.95%Best
Volatility (annualized)17.8%14.1%Best
Max Drawdown-42.3%-34.3%Best
$10,000 over 5 years$14,131$18,384Best
Top 10 Weight4.3%Best36.4%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionJan 26, 2004Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 11, 2026 (16 years).

VB vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 16 years both funds cover.

VB vs VOO Performance

Vanguard Morningstar Small-Cap ETF (VB) is an ETF from Vanguard (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year VB returned +15.18% while VOO returned +17.58%. Year to date, VB is up 12.96% versus a gain of 12.50% for VOO.

Over three years, VB compounded at +15.97% per year against +21.27% for VOO; over five years the annualized figures are +7.16% and +12.95% respectively. Across the full 16-year window we track, VOO has the edge at +13.41% annualized vs +10.99%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VB has been the more volatile fund, with annualized monthly volatility of 17.8% 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 -42.3% for VB and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VB charges 0.03% per year while VOO charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, VB currently yields 1.21% against 1.04% for VOO.

Holdings Overlap

VB already in VOO20.9%
VOO already in VB5.0%

20.9% of VB's money is in holdings VOO also owns. 5.0% of VOO's money is in holdings VB also owns.

VB and VOO share little of their money.

127 positions in common, counted across the 1,303 positions we hold weights for in VB and 505 in VOO, against full books of 1,319 and 509.

What only one of them owns

Our book lists 374 positions for VOO that do not appear in our book for VB (94.5% of the fund), and 1,122 for VB that do not appear in VOO (74.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in VBWeight in VOODifference
METAMeta Platforms, Inc.0.00%1.92%1.92%
JBLJabil, Inc.0.49%0.06%0.43%
EMEEmcor Group Inc0.44%0.06%0.38%
FLEX:SIFlex Ltd0.36%0.09%0.27%
NRGNrg Energy Inc.0.37%0.05%0.32%
TPRTapestry Inc.0.35%0.05%0.30%
CASYCasey's General Stores Inc0.35%0.05%0.30%
ATOAtmos Energy Corp0.34%0.04%0.30%
WSMWilliams-sonoma Inc0.33%0.04%0.29%
MRNAModerna Inc0.30%0.04%0.26%

20.9% of VB is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

VBVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VB or VOO?

VB has an expense ratio of 0.03% while VOO charges 0.03%. At the precision these are quoted to, they cost the same.

Which performed better, VB or VOO?

Over the past year VB returned +15.18% vs +17.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), VB annualized +10.99% vs +13.41% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VB or VOO?

VB has been the more volatile fund at 17.8% annualized versus 14.1% for VOO. Worst drawdown: VB -42.3% vs VOO -34.3%.

Should I hold both VB and VOO?

VB and VOO have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between VB and VOO?

20.9% of VB's money is in holdings VOO also owns. 5.0% of VOO's is in holdings VB also owns. They hold 127 positions in common, counted across the 1,303 positions we hold weights for in VB and 505 in VOO.

Which pays a higher dividend, VB or VOO?

VB yields 1.21% while VOO yields 1.04%, so VB currently pays the higher dividend yield.

Is VOO better than VB?

VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. VB is less concentrated, with 4.3% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.