BKLN vs VOO
Invesco Senior Loan ETF vs Vanguard S&P 500 ETF
Which is better, BKLN or VOO?
Bank Loan against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.
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
| Metric | BKLN | VOO |
|---|---|---|
| Expense Ratio | 0.65% | 0.03%Best |
| AUM | $6.3B | $1.0T |
| Dividend Yield | 6.39% | 1.06% |
| Holdings | 167 | 506 |
| YTD Return | +1.92% | +13.57%Best |
| 1Y Return | +4.51% | +17.55%Best |
| 3Y Return (annualized) | +6.63% | +22.46%Best |
| 5Y Return (annualized) | +5.38% | +13.28%Best |
| Volatility (annualized) | 4.7%Best | 14.2% |
| Max Drawdown | -32.2%Best | -34.3% |
| $10,000 over 5 years | $12,995 | $18,654Best |
| Fund Family | Invesco (US) | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Bank Loan | Large Cap Blend |
| Inception | Mar 3, 2011 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 3, 2011 to Oct 14, 2026 (15.6 years).
BKLN vs VOO 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.
BKLN vs VOO Performance
Invesco Senior Loan ETF (BKLN) is an ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BKLN returned +4.51% while VOO returned +17.55%. Year to date, BKLN is up 1.92% versus a gain of 13.57% for VOO.
Over three years, BKLN compounded at +6.63% per year against +22.46% for VOO; over five years the annualized figures are +5.38% and +13.28% respectively. Across the full 16-year window we track, VOO has the edge at +12.48% annualized vs +1.01%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 4.7% for BKLN. 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 -32.2% for BKLN and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BKLN charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, BKLN currently yields 6.39% against 1.06% for VOO.
Holdings Overlap
We hold position weights for 97 holdings in BKLN and 504 in VOO, totalling 48.6% and 100.1% of the two funds. That is not enough of BKLN to divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.
1 positions in common, counted across the 97 positions we hold weights for in BKLN and 504 in VOO, against full books of 167 and 506.
Top Shared Holdings
| Stock | Weight in BKLN | Weight in VOO | Difference |
|---|---|---|---|
| PSKYParamount Skydance Corp | 1.15% | 0.01% | 1.14% |
You are not choosing between two funds in isolation.
Whichever of BKLN and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BKLN or VOO?
BKLN has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, BKLN or VOO?
Over the past year BKLN returned +4.51% vs +17.55% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), BKLN annualized +1.01% vs +12.48% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BKLN or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 4.7% for BKLN. Worst drawdown: BKLN -32.2% vs VOO -34.3%.
Should I hold both BKLN and VOO?
BKLN and VOO have a monthly-return correlation of 0.72, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BKLN or VOO?
BKLN yields 6.39% while VOO yields 1.06%, so BKLN currently pays the higher dividend yield.
Is VOO better than BKLN?
VOO has a lower expense ratio. VOO 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.