URTH vs. VOO
Compare and contrast key facts about iShares MSCI World ETF (URTH) and Vanguard S&P 500 ETF (VOO).
URTH and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. URTH is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Jan 10, 2012. 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 URTH 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: URTH or VOO.
Key characteristics
| URTH | VOO | |
|---|---|---|
| YTD Return | 4.48% | 6.29% |
| 1Y Return | 18.58% | 23.54% |
| 3Y Return (Ann) | 5.49% | 8.12% |
| 5Y Return (Ann) | 10.79% | 13.59% |
| 10Y Return (Ann) | 9.10% | 12.55% |
| Sharpe Ratio | 1.63 | 2.05 |
| Daily Std Dev | 11.51% | 11.71% |
| Max Drawdown | -34.01% | -33.99% |
| Current Drawdown | -4.09% | -3.86% |
Correlation
The correlation between URTH and VOO is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
URTH vs. VOO - Performance Comparison
In the year-to-date period, URTH achieves a 4.48% return, which is significantly lower than VOO's 6.29% return. Over the past 10 years, URTH has underperformed VOO with an annualized return of 9.10%, while VOO has yielded a comparatively higher 12.55% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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URTH vs. VOO - Expense Ratio Comparison
Risk-Adjusted Performance
URTH vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World ETF (URTH) 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
URTH vs. VOO - Dividend Comparison
URTH's dividend yield for the trailing twelve months is around 1.63%, more than VOO's 1.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
URTH iShares MSCI World ETF | 1.63% | 1.70% | 1.68% | 1.50% | 1.52% | 2.16% | 2.30% | 1.88% | 2.15% | 2.35% | 2.31% | 1.04% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
URTH vs. VOO - Drawdown Comparison
The maximum URTH drawdown since its inception was -34.01%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for URTH and VOO. For additional features, visit the drawdowns tool.
Volatility
URTH vs. VOO - Volatility Comparison
The current volatility for iShares MSCI World ETF (URTH) is 3.24%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.44%. This indicates that URTH 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.