IBHK vs VOO
IBHK vs VOO
iShares iBonds 2031 Term High Yield and Income 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 | IBHK | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $71M | $979.0B | |
| Dividend Yield | 6.47% | 1.09% | |
| Holdings | 283 | 509 | |
| YTD Return | -1.53% | +13.31% | |
| 1Y Return | +1.08% | +24.01% | |
| 3Y Return (annualized) | - | +21.17% | |
| 5Y Return (annualized) | - | +13.34% | |
| Volatility (annualized) | 4.0% | 14.1% | |
| Max Drawdown | -4.8% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | May 22, 2024 | Sep 7, 2010 |
IBHK vs VOO Performance
iShares iBonds 2031 Term High Yield and Income ETF (IBHK) 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 IBHK returned +1.08% while VOO returned +24.01%. Year to date, IBHK is down 1.53% versus a gain of 13.31% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 4.0% for IBHK. 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 -4.8% for IBHK 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IBHK charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, IBHK currently yields 6.47% against 1.09% for VOO.
Holdings Overlap
IBHK and VOO share 0 holdings out of 691 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, IBHK or VOO?
IBHK has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, IBHK or VOO?
Over the past year IBHK returned +1.08% vs +24.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), IBHK annualized +5.39% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, IBHK or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 4.0% for IBHK. Worst drawdown: IBHK -4.8% vs VOO -34.3%.
Should I hold both IBHK and VOO?
IBHK and VOO have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IBHK and VOO?
IBHK and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 691 unique securities.
Which pays a higher dividend, IBHK or VOO?
IBHK yields 6.47% while VOO yields 1.09%, so IBHK currently pays the higher dividend yield.
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