ISCV vs VOO
ISCV vs VOO
iShares Morningstar Small-Cap Value ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. ISCV delivered stronger 1-year returns. ISCV offers more diversification with 1012 holdings.
Side-by-Side Comparison
| Metric | ISCV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.03% | |
| AUM | $692M | $979.0B | |
| Dividend Yield | 1.85% | 1.09% | |
| Holdings | 1,057 | 509 | |
| YTD Return | +17.58% | +11.51% | |
| 1Y Return | +32.08% | +21.46% | |
| 3Y Return (annualized) | +14.83% | +20.86% | |
| 5Y Return (annualized) | +9.53% | +13.01% | |
| Volatility (annualized) | 20.8% | 14.1% | |
| Max Drawdown | -64.8% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 28, 2004 | Sep 7, 2010 |
ISCV vs VOO Performance
iShares Morningstar Small-Cap Value ETF (ISCV) 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 ISCV returned +32.08% while VOO returned +21.46%. Year to date, ISCV is up 17.58% versus a gain of 11.51% for VOO.
Over three years, ISCV compounded at +14.83% per year against +20.86% for VOO; over five years the annualized figures are +9.53% and +13.01% respectively. Across the full 16-year window we track, VOO has the edge at +13.44% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ISCV has been the more volatile fund, with annualized monthly volatility of 20.8% 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 -64.8% for ISCV 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ISCV charges 0.06% per year while VOO charges 0.03%. On a $10,000 position that is $6 vs $3 annually, a gap of $3 per year that compounds over a long holding period. On income, ISCV currently yields 1.85% against 1.09% for VOO.
Holdings Overlap
ISCV and VOO share 61 holdings out of 1456 unique holdings combined, representing a 1.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ISCV | Weight in VOO | Difference |
|---|---|---|---|
| HST | 0.50% | 0.02% | 0.48% |
| BBY | 0.49% | 0.02% | 0.47% |
| GEN | 0.47% | 0.02% | 0.45% |
| SWK | Pro | Pro | Pro |
| GL | Pro | Pro | Pro |
| AIZ | Pro | Pro | Pro |
| MKC | Pro | Pro | Pro |
| PNW | Pro | Pro | Pro |
| APTV | Pro | Pro | Pro |
| SJM | Pro | Pro | Pro |
See all 10 holdings ISCV 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, ISCV or VOO?
ISCV has an expense ratio of 0.06% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $3 per year of difference.
Which performed better, ISCV or VOO?
Over the past year ISCV returned +32.08% vs +21.46% for VOO, so ISCV leads on 1-year performance. Over the longest common window we track (16 years), ISCV annualized +7.06% vs +13.44% for VOO. Past performance does not guarantee future results.
Which is riskier, ISCV or VOO?
ISCV has been the more volatile fund at 20.8% annualized versus 14.1% for VOO. Worst drawdown: ISCV -64.8% vs VOO -34.3%.
Should I hold both ISCV and VOO?
ISCV and VOO have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ISCV and VOO?
ISCV and VOO share 61 common holdings with a 1.0% weight overlap. Combined, they hold 1456 unique securities.
Which pays a higher dividend, ISCV or VOO?
ISCV yields 1.85% while VOO yields 1.09%, so ISCV currently pays the higher dividend yield.
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