IGE vs VOO
IGE vs VOO
iShares North American Natural Resources ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. IGE delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IGE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.03% | |
| AUM | $744M | $979.0B | |
| Dividend Yield | 2.11% | 1.09% | |
| Holdings | 156 | 509 | |
| YTD Return | +17.88% | +13.53% | |
| 1Y Return | +35.85% | +23.65% | |
| 3Y Return (annualized) | +15.95% | +21.27% | |
| 5Y Return (annualized) | +19.29% | +13.52% | |
| Volatility (annualized) | 44.8% | 14.1% | |
| Max Drawdown | -72.3% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 22, 2001 | Sep 7, 2010 |
IGE vs VOO Performance
iShares North American Natural Resources ETF (IGE) 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 IGE returned +35.85% while VOO returned +23.65%. Year to date, IGE is up 17.88% versus a gain of 13.53% for VOO.
Over three years, IGE compounded at +15.95% per year against +21.27% for VOO; over five years the annualized figures are +19.29% and +13.52% respectively. Across the full 16-year window we track, IGE has the edge at +14.36% annualized vs +13.57%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGE has been the more volatile fund, with annualized monthly volatility of 44.8% compared with 14.1% 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 -72.3% for IGE 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IGE charges 0.39% per year while VOO charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, IGE currently yields 2.11% against 1.09% for VOO.
Holdings Overlap
IGE and VOO share 32 holdings out of 624 unique holdings combined, representing a 3.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IGE | Weight in VOO | Difference |
|---|---|---|---|
| XOM | 9.42% | 0.88% | 8.54% |
| CVX | 8.89% | 0.48% | 8.41% |
| COP | 3.57% | 0.20% | 3.37% |
| NEM | Pro | Pro | Pro |
| WMB | Pro | Pro | Pro |
| FCX | Pro | Pro | Pro |
| VLO | Pro | Pro | Pro |
| MPC | Pro | Pro | Pro |
| CRH:IE | Pro | Pro | Pro |
| PSX | Pro | Pro | Pro |
See all 10 holdings IGE 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, IGE or VOO?
IGE has an expense ratio of 0.39% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, IGE or VOO?
Over the past year IGE returned +35.85% vs +23.65% for VOO, so IGE leads on 1-year performance. Over the longest common window we track (16 years), IGE annualized +14.36% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, IGE or VOO?
IGE has been the more volatile fund at 44.8% annualized versus 14.1% for VOO. Worst drawdown: IGE -72.3% vs VOO -34.3%.
Should I hold both IGE and VOO?
IGE and VOO have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IGE and VOO?
IGE and VOO share 32 common holdings with a 3.7% weight overlap. Combined, they hold 624 unique securities.
Which pays a higher dividend, IGE or VOO?
IGE yields 2.11% while VOO yields 1.09%, so IGE currently pays the higher dividend yield.
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