Compare · 2 funds side by side · dividends reinvested

VOO and IBAT

VOOVanguard×IBATiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,156VOO · best of the two

02 / 04

VOO and IBAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.1

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.92%+15.9%+6.1%[…][…]−30.7%33.4%$55M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: VOO 2010 · IBAT 2024

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,156

VOO

IBAT

iShares Energy Storage & Materials ETF · $55M[…]

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

VOOMeasureIBAT

+8.4%Year to dateJan 1 → Nov 5+15.9%

+9.8%1 yearTotal return+6.1%

+22.1%3 years · per year$10,000 became $18,224 · […][…]

+11.4%5 years · per year$10,000 became $17,156 · […][…]

0.03%Expense ratio$3 · $47 a year on $10k · lower is better0.47%

1.10%Trailing 12-mo yield$110 · $92 a year on $10k0.92%

−8.9%Worst dropSmaller is better−30.7%

13.5%VolatilityLower is calmer33.4%

VOOIBAT Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1VOO wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VOO vs IBAT: Top 5 Holdings

Today

VOO

28.3%in top 5

IBAT

in top 534.3%

VOOStockIBAT

8.4%NVDAnot top 5

not top 5AI.PA7.4%

not top 5APD7.4%

7.4%AAPLnot top 5

not top 5BE7.1%

not top 5BAS.DE6.7%

5.8%MSFTnot top 5

not top 56762.T5.7%

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common0.8%

End-of-day Nov 5, 2026 · share of each fund

VOO vs IBAT Returns, Every Period

VanguardVOO

+9.8%

past year

IBATiShares

+6.1%

past year

VOOIBATFaded: behind in that period

1–1Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Sector: VOO vs IBAT

YTD

VanguardVOO

+8.4%

IBATiShares

+15.9%

+8.4%Year to date+15.9%

−8.9%Worst drop · 1Y−30.7%

13.5%Volatility · 1Y33.4%

1.1%Yield0.9%

$1.00TAssets$55.2M

3–1VOO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOO, IBAT

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IBAT0.47%$47

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VOO, IBAT

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

IBAT0.92%$92

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

IBAT$92 − $47 = $45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VOO, IBAT

Today

0.8%most shared, VOO and IBAT

VOOIBAT

VOO—0.8%

IBAT0.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IBATWorst drop−30.7%33.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOOIBAT

+8.4%Year to date+15.9%

1.1%Yield0.9%

+9.8%Past year+6.1%

0.03%Fee0.47%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026