ILCB vs VOO

Quick Verdict

VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: TiedHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricILCBVOOWinner
Expense Ratio0.03%0.03%
AUM$1.3B$979.0B
Dividend Yield0.98%1.09%
Holdings533509
YTD Return+13.28%+13.31%
1Y Return+23.63%+24.01%
3Y Return (annualized)+21.28%+21.17%
5Y Return (annualized)+12.77%+13.34%
Volatility (annualized)14.7%14.1%
Max Drawdown-52.8%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionJun 28, 2004Sep 7, 2010

ILCB vs VOO Performance

iShares Morningstar US Equity ETF (ILCB) 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 ILCB returned +23.63% while VOO returned +24.01%. Year to date, ILCB is up 13.28% versus a gain of 13.31% for VOO.

Over three years, ILCB compounded at +21.28% per year against +21.17% for VOO; over five years the annualized figures are +12.77% and +13.34% respectively. Across the full 16-year window we track, VOO has the edge at +13.55% annualized vs +9.68%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ILCB has been the more volatile fund, with annualized monthly volatility of 14.7% 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 -52.8% for ILCB 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

ILCB charges 0.03% per year while VOO charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, ILCB currently yields 0.98% against 1.09% for VOO.

Holdings Overlap

92.1%overlap

ILCB and VOO share 410 holdings out of 594 unique holdings combined, representing a 92.1% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in ILCBWeight in VOODifference
NVDA6.96%7.51%0.55%
AAPL6.97%6.59%0.38%
MSFT4.36%4.30%0.06%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
MUProProPro
TSLAProProPro
See all 10 holdings ILCB shares with VOO
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, ILCB or VOO?

ILCB has an expense ratio of 0.03% while VOO charges 0.03%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, ILCB or VOO?

Over the past year ILCB returned +23.63% vs +24.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), ILCB annualized +9.68% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, ILCB or VOO?

ILCB has been the more volatile fund at 14.7% annualized versus 14.1% for VOO. Worst drawdown: ILCB -52.8% vs VOO -34.3%.

Should I hold both ILCB and VOO?

ILCB and VOO have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between ILCB and VOO?

ILCB and VOO share 410 common holdings with a 92.1% weight overlap. Combined, they hold 594 unique securities.

Which pays a higher dividend, ILCB or VOO?

ILCB yields 0.98% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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