BGRO vs VOO
BGRO vs VOO
iShares Large Cap Growth Active 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 | BGRO | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.03% | |
| AUM | $9M | $979.0B | |
| Dividend Yield | 0.03% | 1.09% | |
| Holdings | 36 | 509 | |
| YTD Return | +14.15% | +13.80% | |
| 1Y Return | +17.55% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 19.1% | 14.1% | |
| Max Drawdown | -24.9% | -34.3% | |
| Fund Family | BlackRock, Inc. (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 4, 2024 | Sep 7, 2010 |
BGRO vs VOO Performance
iShares Large Cap Growth Active ETF (BGRO) is a ETF from BlackRock, Inc. (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BGRO returned +17.55% while VOO returned +23.71%. Year to date, BGRO is up 14.15% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
BGRO has been the more volatile fund, with annualized monthly volatility of 19.1% 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 -24.9% for BGRO 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BGRO charges 0.55% per year while VOO charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, BGRO currently yields 0.03% against 1.09% for VOO.
Holdings Overlap
BGRO and VOO share 27 holdings out of 511 unique holdings combined, representing a 37.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BGRO | Weight in VOO | Difference |
|---|---|---|---|
| NVDA | 13.16% | 7.51% | 5.65% |
| AAPL | 6.89% | 6.59% | 0.30% |
| AMZN | 7.64% | 3.62% | 4.02% |
| MSFT | Pro | Pro | Pro |
| GOOGL | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| PANW | Pro | Pro | Pro |
| DDOG | Pro | Pro | Pro |
See all 10 holdings BGRO shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, BGRO or VOO?
BGRO has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, BGRO or VOO?
Over the past year BGRO returned +17.55% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), BGRO annualized +17.73% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, BGRO or VOO?
BGRO has been the more volatile fund at 19.1% annualized versus 14.1% for VOO. Worst drawdown: BGRO -24.9% vs VOO -34.3%.
Should I hold both BGRO and VOO?
BGRO and VOO have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BGRO and VOO?
BGRO and VOO share 27 common holdings with a 37.3% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, BGRO or VOO?
BGRO yields 0.03% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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