IBDV vs. VOO
IBDV (iShares iBonds Dec 2030 Term Corporate ETF) and VOO (Vanguard S&P 500 ETF) are both exchange-traded funds - IBDV is a Corporate Bonds fund tracking the Bloomberg December 2030 Maturity Corporate Index, while VOO is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 5 years, IBDV returned 0.77%/yr vs 13.58%/yr for VOO. At a 0.25 correlation, their price movements are largely independent. IBDV charges 0.10%/yr vs 0.03%/yr for VOO.
Performance
IBDV vs. VOO - Performance Comparison
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Returns By Period
In the year-to-date period, IBDV achieves a 0.25% return, which is significantly lower than VOO's 9.75% return.
IBDV
- 1D
- -0.16%
- 1M
- 0.26%
- YTD
- 0.25%
- 6M
- 0.39%
- 1Y
- 4.33%
- 3Y*
- 5.61%
- 5Y*
- 0.77%
- 10Y*
- —
VOO
- 1D
- -0.29%
- 1M
- 0.08%
- YTD
- 9.75%
- 6M
- 9.30%
- 1Y
- 26.77%
- 3Y*
- 21.36%
- 5Y*
- 13.58%
- 10Y*
- 15.77%
IBDV vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IBDV iShares iBonds Dec 2030 Term Corporate ETF | 0.25% | 8.19% | 3.42% | 8.51% | -14.67% | -2.64% | 5.22% |
VOO Vanguard S&P 500 ETF | 9.75% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 24.07% |
Correlation
The correlation between IBDV and VOO is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Jun 25, 2020 | 0.25 |
The correlation between IBDV and VOO shifts across timeframes, from 0.25 (5 years) to 0.40 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IBDV vs. VOO — Risk / Return Rank
IBDV
VOO
IBDV vs. VOO - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IBDV | VOO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.67 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.39 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.10 | 3.02 | -0.92 |
| Martin ratioReturn relative to average drawdown | 6.93 | 13.58 | -6.65 |
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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.
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Drawdown Indicators
| IBDV | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.85% | -33.99% | +12.14% |
Max Drawdown (1Y)Largest decline over 1 year | -2.07% | -8.90% | +6.83% |
Max Drawdown (3Y)Largest decline over 3 years | -5.64% | -18.69% | +13.05% |
Max Drawdown (5Y)Largest decline over 5 years | -21.54% | -24.52% | +2.98% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -0.97% | -1.74% | +0.77% |
Average DrawdownAverage peak-to-trough decline | -7.16% | -3.68% | -3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.63% | 1.98% | -1.35% |
Volatility
IBDV vs. VOO - Volatility Comparison
The current volatility for iShares iBonds Dec 2030 Term Corporate ETF (IBDV) is 0.87%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.60%. 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.
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Volatility by Period
| IBDV | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 4.60% | -3.73% |
Volatility (6M)Calculated over the trailing 6-month period | 2.06% | 9.73% | -7.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.89% | 12.39% | -9.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.43% | 16.90% | -10.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.25% | 18.05% | -11.80% |
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%.
Dividends
IBDV vs. VOO - Dividend Comparison
IBDV's dividend yield for the trailing twelve months is around 4.60%, more than VOO's 1.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBDV iShares iBonds Dec 2030 Term Corporate ETF | 4.60% | 4.57% | 4.69% | 4.09% | 3.02% | 1.99% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.04% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Frequently Asked Questions
IBDV and VOO have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VOO has higher volatility (4.60%) compared to IBDV (0.87%). In terms of maximum drawdown, IBDV dropped -21.85% vs VOO's -33.99%.
On 5-year performance, VOO leads with 13.58% vs 0.77% for IBDV. On fees, VOO is cheaper at 0.03% per year. On volatility, IBDV has been the lower-risk option at 0.87%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, VOO has performed better with a 13.58% return vs 0.77%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VOO is cheaper with a 0.03% expense ratio, compared with 0.10% for IBDV.
IBDV has the higher dividend yield at 4.60%, compared with 1.04% for VOO.
IBDV is categorized as Corporate Bonds, while VOO is S&P 500. IBDV tracks Bloomberg December 2030 Maturity Corporate Index, while VOO tracks S&P 500 Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.10% for IBDV and 0.03% for VOO.
VOO currently has the higher Sharpe Ratio (2.17 vs 1.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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