VOO vs VRIG

VOO vs VRIG

Which is better, VOO or VRIG?

Large Cap Blend against Investment Grade Bond.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricVOOVRIG
Expense Ratio0.03%Best0.30%
AUM$997.4B$1.9B
Dividend Yield1.04%4.59%
Holdings509347
YTD Return+14.14%Best+2.71%
1Y Return+17.31%Best+4.16%
3Y Return (annualized)+23.16%Best+5.52%
5Y Return (annualized)+13.85%Best+4.57%
Volatility (annualized)15.4%3.4%Best
Max Drawdown-34.3%-14.3%Best
$10,000 over 5 years$19,128Best$12,504
Fund FamilyVanguard (US)Invesco (US)
CategoryEquityFixed Income
StyleLarge Cap BlendInvestment Grade Bond
InceptionSep 7, 2010Sep 20, 2016

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 22, 2016 to Sep 21, 2026 (10 years).

VOO vs VRIG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

VOO vs VRIG Performance

Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and Invesco Variable Rate Investment Grade ETF (VRIG) is an ETF from Invesco (US). Over the past year VOO returned +17.31% while VRIG returned +4.16%. Year to date, VOO is up 14.14% versus a gain of 2.71% for VRIG.

Over three years, VOO compounded at +23.16% per year against +5.52% for VRIG; over five years the annualized figures are +13.85% and +4.57% respectively. Across the full 10-year window we track, VOO has the edge at +14.48% annualized vs +2.35%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 3.4% for VRIG. 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 -34.3% for VOO and -14.3% for VRIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.45. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VOO charges 0.03% per year while VRIG charges 0.30%. On a $10,000 position that is $3 vs $30 annually, a gap of $27 per year that compounds over a long holding period. On income, VOO currently yields 1.04% against 4.59% for VRIG.

Holdings Overlap

We hold position weights for 494 holdings in VOO and 273 in VRIG, totalling 99.5% and 57.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 494 positions we hold weights for in VOO and 273 in VRIG, against full books of 509 and 347.

You are not choosing between two funds in isolation.

Whichever of VOO and VRIG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VOOVRIG

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Frequently Asked Questions

Which is cheaper, VOO or VRIG?

VOO has an expense ratio of 0.03% while VRIG charges 0.30%. VOO is the cheaper option, by $27 a year on a $10,000 investment.

Which performed better, VOO or VRIG?

Over the past year VOO returned +17.31% vs +4.16% for VRIG, so VOO leads on 1-year performance. Over the longest common window we track (10 years), VOO annualized +14.48% vs +2.35% for VRIG. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VOO or VRIG?

VOO has been the more volatile fund at 15.4% annualized versus 3.4% for VRIG. Worst drawdown: VOO -34.3% vs VRIG -14.3%.

Should I hold both VOO and VRIG?

VOO and VRIG have a monthly-return correlation of 0.45, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, VOO or VRIG?

VOO yields 1.04% while VRIG yields 4.59%, so VRIG currently pays the higher dividend yield.

Is VRIG better than VOO?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.