EFG vs VOO
EFG vs VOO
iShares MSCI EAFE Growth 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 | EFG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.34% | 0.03% | |
| AUM | $16.3B | $979.0B | |
| Dividend Yield | 2.24% | 1.09% | |
| Holdings | 380 | 509 | |
| YTD Return | +5.43% | +9.95% | |
| 1Y Return | +14.77% | +19.58% | |
| 3Y Return (annualized) | +10.10% | +19.43% | |
| 5Y Return (annualized) | +3.62% | +12.89% | |
| Volatility (annualized) | 16.9% | 14.2% | |
| Max Drawdown | -58.9% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 1, 2005 | Sep 7, 2010 |
EFG vs VOO Performance
iShares MSCI EAFE Growth ETF (EFG) 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 EFG returned +14.77% while VOO returned +19.58%. Year to date, EFG is up 5.43% versus a gain of 9.95% for VOO.
Over three years, EFG compounded at +10.10% per year against +19.43% for VOO; over five years the annualized figures are +3.62% and +12.89% respectively. Across the full 16-year window we track, VOO has the edge at +13.35% annualized vs +6.11%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EFG has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 14.2% 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 -58.9% for EFG 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 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EFG charges 0.34% per year while VOO charges 0.03%. On a $10,000 position that is $34 vs $3 annually, a gap of $31 per year that compounds over a long holding period. On income, EFG currently yields 2.24% against 1.09% for VOO.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, EFG or VOO?
EFG has an expense ratio of 0.34% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $31 per year of difference.
Which performed better, EFG or VOO?
Over the past year EFG returned +14.77% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), EFG annualized +6.11% vs +13.35% for VOO. Past performance does not guarantee future results.
Which is riskier, EFG or VOO?
EFG has been the more volatile fund at 16.9% annualized versus 14.2% for VOO. Worst drawdown: EFG -58.9% vs VOO -34.3%.
Should I hold both EFG and VOO?
EFG and VOO have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EFG and VOO?
EFG and VOO share 2 common holdings with a 0.1% weight overlap. Combined, they hold 860 unique securities.
Which pays a higher dividend, EFG or VOO?
EFG yields 2.24% while VOO yields 1.09%, so EFG currently pays the higher dividend yield.
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