BOND vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. BOND offers more diversification with 1027 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: BOND

Side-by-Side Comparison

MetricBONDVOOWinner
Expense Ratio0.54%0.03%
AUM$8.4B$979.0B
Dividend Yield5.15%1.09%
Holdings1,944509
YTD Return-0.25%+9.95%
1Y Return+3.85%+19.58%
3Y Return (annualized)+4.86%+19.43%
5Y Return (annualized)-0.05%+12.89%
Volatility (annualized)5.0%14.2%
Max Drawdown-19.7%-34.3%
Fund FamilyPIMCO (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionFeb 29, 2012Sep 7, 2010

BOND vs VOO Performance

PIMCO Active Bond Exchange-Traded Fund (BOND) is a ETF from PIMCO (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BOND returned +3.85% while VOO returned +19.58%. Year to date, BOND is down 0.25% versus a gain of 9.95% for VOO.

Over three years, BOND compounded at +4.86% per year against +19.43% for VOO; over five years the annualized figures are -0.05% and +12.89% respectively. Across the full 14-year window we track, VOO has the edge at +13.35% annualized vs +0.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 5.0% for BOND. 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 -19.7% for BOND 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BOND charges 0.54% per year while VOO charges 0.03%. On a $10,000 position that is $54 vs $3 annually, a gap of $51 per year that compounds over a long holding period. On income, BOND currently yields 5.15% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

BOND and VOO share 0 holdings out of 1532 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, BOND or VOO?

BOND has an expense ratio of 0.54% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

Which performed better, BOND or VOO?

Over the past year BOND returned +3.85% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (14 years), BOND annualized +0.86% vs +13.35% for VOO. Past performance does not guarantee future results.

Which is riskier, BOND or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 5.0% for BOND. Worst drawdown: BOND -19.7% vs VOO -34.3%.

Should I hold both BOND and VOO?

BOND and VOO have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BOND and VOO?

BOND and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1532 unique securities.

Which pays a higher dividend, BOND or VOO?

BOND yields 5.15% while VOO yields 1.09%, so BOND currently pays the higher dividend yield.

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