BIV vs VONG

BIV vs VONG

Which is better, BIV or VONG?

VONG has been ahead.

BIV has a lower expense ratio. VONG led over 1Y, 3Y, 5Y and the full window.

Lower Fees: BIVHigher Returns: VONG

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBIVVONG
Expense Ratio0.03%Best0.06%
AUM$28.1B$47.1B
Dividend Yield4.50%0.45%
Holdings2,327374
YTD Return-3.03%+5.71%Best
1Y Return-2.83%+7.44%Best
3Y Return (annualized)+4.61%+22.48%Best
5Y Return (annualized)-0.46%+12.72%Best
Volatility (annualized)5.3%Best15.8%
Max Drawdown-20.3%Best-32.7%
$10,000 over 5 years$9,772$18,197Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Growth
InceptionApr 3, 2007Sep 20, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 22, 2010 to Oct 14, 2026 (16.1 years).

BIV vs VONG growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare BIV against instead:BIV vs SPYBIV vs QQQBIV vs VOOBIV vs VTIVONG against:VONG vs VXUS

BIV vs VONG Performance

Vanguard Intermediate-Term Bond ETF (BIV) is an ETF from Vanguard (US) and Vanguard Russell 1000 Growth ETF (VONG) is an ETF from Vanguard (US). Over the past year BIV returned -2.83% while VONG returned +7.44%. Year to date, BIV is down 3.03% versus a gain of 5.71% for VONG.

Over three years, BIV compounded at +4.61% per year against +22.48% for VONG; over five years the annualized figures are -0.46% and +12.72% respectively. Across the full 16-year window we track, VONG has the edge at +15.59% annualized vs +0.17%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VONG has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 5.3% for BIV. 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 -20.3% for BIV and -32.7% for VONG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.30. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BIV charges 0.03% per year while VONG charges 0.06%. On a $10,000 position that is $3 vs $6 annually, a gap of $3 per year that compounds over a long holding period. On income, BIV currently yields 4.50% against 0.45% for VONG.

Holdings Overlap

VONG already in BIV1.9%

At least 1.9% of VONG's money is in holdings BIV also owns.

Stated as a floor: for BIV, our book for it covers 69.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VONG and BIV share little of their money.

3 positions in common, counted across the 1,599 positions we hold weights for in BIV and 367 in VONG, against full books of 2,327 and 374.

Top Shared Holdings

StockWeight in BIVWeight in VONGDifference
GEGeneral Electric Co.0.01%1.04%1.03%
ORCLOracle Corp - Common0.10%0.77%0.67%
MKLMarkel Group Inc0.57%0.10%0.47%

You are not choosing between two funds in isolation.

Whichever of BIV and VONG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BIVVONG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BIV or VONG?

BIV has an expense ratio of 0.03% while VONG charges 0.06%. BIV is the cheaper option, by $3 a year on a $10,000 investment.

Which performed better, BIV or VONG?

Over the past year BIV returned -2.83% vs +7.44% for VONG, so VONG leads on 1-year performance. Over the longest common window we track (16 years), BIV annualized +0.17% vs +15.59% for VONG. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BIV or VONG?

VONG has been the more volatile fund at 15.8% annualized versus 5.3% for BIV. Worst drawdown: BIV -20.3% vs VONG -32.7%.

Should I hold both BIV and VONG?

BIV and VONG have a monthly-return correlation of 0.30, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between BIV and VONG?

At least 1.9% of VONG's money is in holdings BIV also owns. Our book for BIV is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 1,599 positions we hold weights for in BIV and 367 in VONG.

Which pays a higher dividend, BIV or VONG?

BIV yields 4.50% while VONG yields 0.45%, so BIV currently pays the higher dividend yield.

Is VONG better than BIV?

BIV has a lower expense ratio. VONG led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.