TLT vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricTLTVOOWinner
Expense Ratio0.15%0.03%
AUM$43.0B$979.0B
Dividend Yield4.53%1.09%
Holdings48509
YTD Return-3.35%+9.95%
1Y Return-1.06%+19.58%
3Y Return (annualized)-1.44%+19.43%
5Y Return (annualized)-8.15%+12.89%
Volatility (annualized)13.4%14.2%
Max Drawdown-48.7%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJul 22, 2002Sep 7, 2010

TLT vs VOO Performance

iShares 20+ Year Treasury Bond ETF (TLT) 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 TLT returned -1.06% while VOO returned +19.58%. Year to date, TLT is down 3.35% versus a gain of 9.95% for VOO.

Over three years, TLT compounded at -1.44% per year against +19.43% for VOO; over five years the annualized figures are -8.15% and +12.89% respectively. Across the full 16-year window we track, VOO has the edge at +13.35% annualized vs +0.79%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 13.4% for TLT. 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 -48.7% for TLT 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 -0.03. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TLT charges 0.15% per year while VOO charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, TLT currently yields 4.53% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

TLT and VOO share 0 holdings out of 549 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, TLT or VOO?

TLT has an expense ratio of 0.15% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, TLT or VOO?

Over the past year TLT returned -1.06% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), TLT annualized +0.79% vs +13.35% for VOO. Past performance does not guarantee future results.

Which is riskier, TLT or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 13.4% for TLT. Worst drawdown: TLT -48.7% vs VOO -34.3%.

Should I hold both TLT and VOO?

TLT and VOO have a monthly-return correlation of -0.03, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TLT and VOO?

TLT and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 549 unique securities.

Which pays a higher dividend, TLT or VOO?

TLT yields 4.53% while VOO yields 1.09%, so TLT currently pays the higher dividend yield.

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