BRHY vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. BRHY offers more diversification with 614 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: BRHY

Side-by-Side Comparison

MetricBRHYVOOWinner
Expense Ratio0.45%0.03%
AUM$134M$979.0B
Dividend Yield7.85%1.09%
Holdings876509
YTD Return+1.78%+11.51%
1Y Return+5.58%+21.46%
3Y Return (annualized)-+20.86%
5Y Return (annualized)-+13.01%
Volatility (annualized)3.4%14.1%
Max Drawdown-4.4%-34.3%
Fund FamilyBlackRock, Inc. (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJun 17, 2024Sep 7, 2010

BRHY vs VOO Performance

iShares High Yield Active ETF (BRHY) is a ETF from BlackRock, Inc. (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BRHY returned +5.58% while VOO returned +21.46%. Year to date, BRHY is up 1.78% versus a gain of 11.51% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 3.4% for BRHY. 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 -4.4% for BRHY 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BRHY charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, BRHY currently yields 7.85% against 1.09% for VOO.

Holdings Overlap

0.2%overlap

BRHY and VOO share 3 holdings out of 1116 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BRHYWeight in VOODifference
VICI0.17%0.04%0.13%
MCHP0.11%0.08%0.03%
IQV0.05%0.05%0.00%

Frequently Asked Questions

Which is cheaper, BRHY or VOO?

BRHY has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, BRHY or VOO?

Over the past year BRHY returned +5.58% vs +21.46% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), BRHY annualized +8.50% vs +13.44% for VOO. Past performance does not guarantee future results.

Which is riskier, BRHY or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 3.4% for BRHY. Worst drawdown: BRHY -4.4% vs VOO -34.3%.

Should I hold both BRHY and VOO?

BRHY and VOO have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BRHY and VOO?

BRHY and VOO share 3 common holdings with a 0.2% weight overlap. Combined, they hold 1116 unique securities.

Which pays a higher dividend, BRHY or VOO?

BRHY yields 7.85% while VOO yields 1.09%, so BRHY currently pays the higher dividend yield.

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