IBDV vs. VOO
Compare and contrast key facts about iShares iBonds Dec 2030 Term Corporate ETF (IBDV) and Vanguard S&P 500 ETF (VOO).
IBDV and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBDV is a passively managed fund by iShares that tracks the performance of the Bloomberg December 2030 Maturity Corporate Index. It was launched on Jun 23, 2020. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both IBDV and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBDV or VOO.
Correlation
The correlation between IBDV and VOO is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IBDV vs. VOO - Performance Comparison
Key characteristics
IBDV:
1.54
VOO:
0.56
IBDV:
2.15
VOO:
0.92
IBDV:
1.27
VOO:
1.13
IBDV:
0.62
VOO:
0.58
IBDV:
4.97
VOO:
2.25
IBDV:
1.40%
VOO:
4.83%
IBDV:
4.71%
VOO:
19.11%
IBDV:
-21.85%
VOO:
-33.99%
IBDV:
-4.29%
VOO:
-7.55%
Returns By Period
In the year-to-date period, IBDV achieves a 2.66% return, which is significantly higher than VOO's -3.28% return.
IBDV
2.66%
1.52%
2.27%
7.22%
N/A
N/A
VOO
-3.28%
13.71%
-4.52%
10.70%
15.89%
12.40%
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IBDV vs. VOO - Expense Ratio Comparison
IBDV has a 0.10% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IBDV vs. VOO — Risk-Adjusted Performance Rank
IBDV
VOO
IBDV vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2030 Term Corporate ETF (IBDV) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
IBDV vs. VOO - Dividend Comparison
IBDV's dividend yield for the trailing twelve months is around 4.68%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBDV iShares iBonds Dec 2030 Term Corporate ETF | 4.68% | 4.69% | 4.09% | 3.02% | 1.99% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
IBDV vs. VOO - Drawdown Comparison
The maximum IBDV drawdown since its inception was -21.85%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IBDV and VOO. For additional features, visit the drawdowns tool.
Volatility
IBDV vs. VOO - Volatility Comparison
The current volatility for iShares iBonds Dec 2030 Term Corporate ETF (IBDV) is 1.72%, while Vanguard S&P 500 ETF (VOO) has a volatility of 11.03%. This indicates that IBDV experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.