IUSG vs VOO

Quick Verdict

VOO has a lower expense ratio. IUSG delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: IUSGMore Diversified: VOO

Side-by-Side Comparison

MetricIUSGVOOWinner
Expense Ratio0.04%0.03%
AUM$31.4B$979.0B
Dividend Yield0.49%1.09%
Holdings400509
YTD Return+12.58%+11.51%
1Y Return+21.98%+21.46%
3Y Return (annualized)+25.37%+20.86%
5Y Return (annualized)+13.31%+13.01%
Volatility (annualized)17.4%14.1%
Max Drawdown-65.8%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionJul 24, 2000Sep 7, 2010

IUSG vs VOO Performance

iShares Core S&P US Growth ETF (IUSG) 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 IUSG returned +21.98% while VOO returned +21.46%. Year to date, IUSG is up 12.58% versus a gain of 11.51% for VOO.

Over three years, IUSG compounded at +25.37% per year against +20.86% for VOO; over five years the annualized figures are +13.31% and +13.01% respectively. Across the full 16-year window we track, VOO has the edge at +13.44% annualized vs +7.22%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IUSG has been the more volatile fund, with annualized monthly volatility of 17.4% 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 -65.8% for IUSG 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

IUSG charges 0.04% per year while VOO charges 0.03%. On a $10,000 position that is $4 vs $3 annually, a gap of $1 per year that compounds over a long holding period. On income, IUSG currently yields 0.49% against 1.09% for VOO.

Holdings Overlap

64.5%overlap

IUSG and VOO share 144 holdings out of 737 unique holdings combined, representing a 64.5% weight overlap.

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

Top Shared Holdings

StockWeight in IUSGWeight in VOODifference
NVDA12.72%7.51%5.21%
AAPL6.17%6.59%0.42%
MSFT7.71%4.30%3.41%
GOOGLProProPro
AVGOProProPro
GOOGProProPro
AMZNProProPro
METAProProPro
MUProProPro
LLYProProPro
See all 10 holdings IUSG 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, IUSG or VOO?

IUSG has an expense ratio of 0.04% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, IUSG or VOO?

Over the past year IUSG returned +21.98% vs +21.46% for VOO, so IUSG leads on 1-year performance. Over the longest common window we track (16 years), IUSG annualized +7.22% vs +13.44% for VOO. Past performance does not guarantee future results.

Which is riskier, IUSG or VOO?

IUSG has been the more volatile fund at 17.4% annualized versus 14.1% for VOO. Worst drawdown: IUSG -65.8% vs VOO -34.3%.

Should I hold both IUSG and VOO?

IUSG and VOO have a monthly-return correlation of 0.96, 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 IUSG and VOO?

IUSG and VOO share 144 common holdings with a 64.5% weight overlap. Combined, they hold 737 unique securities.

Which pays a higher dividend, IUSG or VOO?

IUSG yields 0.49% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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