MBB vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. MBB offers more diversification with 2339 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: MBB

Side-by-Side Comparison

MetricMBBVOOWinner
Expense Ratio0.04%0.03%
AUM$39.1B$979.0B
Dividend Yield4.26%1.09%
Holdings11,178509
YTD Return+0.19%+13.31%
1Y Return+3.42%+24.01%
3Y Return (annualized)+4.63%+21.17%
5Y Return (annualized)+0.17%+13.34%
Volatility (annualized)4.3%14.1%
Max Drawdown-18.4%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionMar 13, 2007Sep 7, 2010

MBB vs VOO Performance

iShares MBS ETF (MBB) 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 MBB returned +3.42% while VOO returned +24.01%. Year to date, MBB is up 0.19% versus a gain of 13.31% for VOO.

Over three years, MBB compounded at +4.63% per year against +21.17% for VOO; over five years the annualized figures are +0.17% and +13.34% respectively. Across the full 16-year window we track, VOO has the edge at +13.55% annualized vs +0.48%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 4.3% for MBB. 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 -18.4% for MBB 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 0.29. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MBB 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, MBB currently yields 4.26% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

MBB and VOO share 0 holdings out of 2844 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, MBB or VOO?

MBB 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, MBB or VOO?

Over the past year MBB returned +3.42% vs +24.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), MBB annualized +0.48% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, MBB or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 4.3% for MBB. Worst drawdown: MBB -18.4% vs VOO -34.3%.

Should I hold both MBB and VOO?

MBB and VOO have a monthly-return correlation of 0.29, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MBB and VOO?

MBB and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2844 unique securities.

Which pays a higher dividend, MBB or VOO?

MBB yields 4.26% while VOO yields 1.09%, so MBB currently pays the higher dividend yield.

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