IUSV vs VOO
IUSV vs VOO
iShares Core S&P US Value ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. IUSV offers more diversification with 720 holdings.
Side-by-Side Comparison
| Metric | IUSV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.03% | |
| AUM | $27.3B | $979.0B | |
| Dividend Yield | 1.69% | 1.09% | |
| Holdings | 743 | 509 | |
| YTD Return | +11.89% | +13.80% | |
| 1Y Return | +21.86% | +23.71% | |
| 3Y Return (annualized) | +14.95% | +21.50% | |
| 5Y Return (annualized) | +11.61% | +13.44% | |
| Volatility (annualized) | 15.2% | 14.1% | |
| Max Drawdown | -66.9% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 24, 2000 | Sep 7, 2010 |
IUSV vs VOO Performance
iShares Core S&P US Value ETF (IUSV) 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 IUSV returned +21.86% while VOO returned +23.71%. Year to date, IUSV is up 11.89% versus a gain of 13.80% for VOO.
Over three years, IUSV compounded at +14.95% per year against +21.50% for VOO; over five years the annualized figures are +11.61% and +13.44% respectively. Across the full 16-year window we track, VOO has the edge at +13.58% annualized vs +6.65%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IUSV has been the more volatile fund, with annualized monthly volatility of 15.2% 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 -66.9% for IUSV 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IUSV 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, IUSV currently yields 1.69% against 1.09% for VOO.
Holdings Overlap
IUSV and VOO share 425 holdings out of 800 unique holdings combined, representing a 57.5% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in IUSV | Weight in VOO | Difference |
|---|---|---|---|
| AAPL | 7.34% | 6.59% | 0.75% |
| AMZN | 3.59% | 3.62% | 0.03% |
| TSLA | 1.44% | 1.84% | 0.40% |
| INTC | Pro | Pro | Pro |
| XOM | Pro | Pro | Pro |
| WMT | Pro | Pro | Pro |
| JPM:US | Pro | Pro | Pro |
| COST | Pro | Pro | Pro |
| BAC | Pro | Pro | Pro |
| UNH | Pro | Pro | Pro |
See all 10 holdings IUSV 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, IUSV or VOO?
IUSV 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, IUSV or VOO?
Over the past year IUSV returned +21.86% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), IUSV annualized +6.65% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, IUSV or VOO?
IUSV has been the more volatile fund at 15.2% annualized versus 14.1% for VOO. Worst drawdown: IUSV -66.9% vs VOO -34.3%.
Should I hold both IUSV and VOO?
IUSV and VOO have a monthly-return correlation of 0.93, 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 IUSV and VOO?
IUSV and VOO share 425 common holdings with a 57.5% weight overlap. Combined, they hold 800 unique securities.
Which pays a higher dividend, IUSV or VOO?
IUSV yields 1.69% while VOO yields 1.09%, so IUSV currently pays the higher dividend yield.
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