EAGG vs VOO
EAGG vs VOO
iShares ESG Aware US Aggregate Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. EAGG offers more diversification with 4651 holdings.
Side-by-Side Comparison
| Metric | EAGG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.03% | |
| AUM | $5.0B | $979.0B | |
| Dividend Yield | 3.99% | 1.09% | |
| Holdings | 5,131 | 509 | |
| YTD Return | -0.50% | +13.11% | |
| 1Y Return | +1.77% | +22.88% | |
| 3Y Return (annualized) | +3.82% | +21.08% | |
| 5Y Return (annualized) | -0.46% | +13.26% | |
| Volatility (annualized) | 5.6% | 14.1% | |
| Max Drawdown | -19.4% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Oct 18, 2018 | Sep 7, 2010 |
EAGG vs VOO Performance
iShares ESG Aware US Aggregate Bond ETF (EAGG) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EAGG returned +1.77% while VOO returned +22.88%. Year to date, EAGG is down 0.50% versus a gain of 13.11% for VOO.
Over three years, EAGG compounded at +3.82% per year against +21.08% for VOO; over five years the annualized figures are -0.46% and +13.26% respectively. Across the full 8-year window we track, VOO has the edge at +13.54% annualized vs +1.12%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 5.6% for EAGG. 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 -19.4% for EAGG 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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EAGG charges 0.10% per year while VOO charges 0.03%. On a $10,000 position that is $10 vs $3 annually, a gap of $7 per year that compounds over a long holding period. On income, EAGG currently yields 3.99% against 1.09% for VOO.
Holdings Overlap
EAGG and VOO share 4 holdings out of 5152 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EAGG | Weight in VOO | Difference |
|---|---|---|---|
| LRCX | 0.00% | 0.84% | 0.84% |
| MMC 4.75 03/15/39 | 0.00% | 0.12% | 0.12% |
| ADM | 0.00% | 0.06% | 0.06% |
| HUBB | Pro | Pro | Pro |
See all 4 holdings EAGG 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, EAGG or VOO?
EAGG has an expense ratio of 0.10% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $7 per year of difference.
Which performed better, EAGG or VOO?
Over the past year EAGG returned +1.77% vs +22.88% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), EAGG annualized +1.12% vs +13.54% for VOO. Past performance does not guarantee future results.
Which is riskier, EAGG or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 5.6% for EAGG. Worst drawdown: EAGG -19.4% vs VOO -34.3%.
Should I hold both EAGG and VOO?
EAGG and VOO have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EAGG and VOO?
EAGG and VOO share 4 common holdings with a 0.0% weight overlap. Combined, they hold 5152 unique securities.
Which pays a higher dividend, EAGG or VOO?
EAGG yields 3.99% while VOO yields 1.09%, so EAGG currently pays the higher dividend yield.
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