LDRH vs VOO

LDRH vs VOO

Which is better, LDRH or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricLDRHVOO
Expense Ratio0.35%0.03%Best
AUM$24M$1.0T
Dividend Yield6.52%1.06%
Holdings1,267506
YTD Return+0.24%+13.57%Best
1Y Return+1.64%+17.55%Best
3Y Return (annualized)-+22.46%
5Y Return (annualized)-+13.28%
Volatility (annualized)2.3%Best12.4%
Max Drawdown-3.2%Best-18.7%
$10,000 over 1.9 years$10,750$13,119Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionNov 7, 2024Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Nov 8, 2024 to Oct 14, 2026 (1.9 years).

LDRH 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 covers the 1.9 years both funds cover.

LDRH vs VOO Performance

iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH) is an ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year LDRH returned +1.64% while VOO returned +17.55%. Year to date, LDRH is up 0.24% versus a gain of 13.57% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.4% compared with 2.3% for LDRH. 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 -3.2% for LDRH and -18.7% 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 0.62. They move together some of the time, and apart the rest.

Fees and Cost Over Time

LDRH charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, LDRH currently yields 6.52% against 1.06% for VOO.

Holdings Overlap

VOO already in LDRH0.4%

At least 0.4% of VOO's money is in holdings LDRH also owns.

Stated as a floor: for LDRH, our book for it covers 9.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

6 positions in common, counted across the 92 positions we hold weights for in LDRH and 504 in VOO, against full books of 1,267 and 506.

Top Shared Holdings

StockWeight in LDRHWeight in VOODifference
LYVLive Nation Entertainment Inc0.34%0.04%0.30%
IRMIron Mtn Inc New Com Npv0.33%0.05%0.28%
CNCCentene0.25%0.05%0.20%
TDGTransdigm Group Inc.0.05%0.10%0.05%
YUMYum! Brands, Inc.0.08%0.06%0.02%
CIENCiena Corp0.03%0.08%0.05%

You are not choosing between two funds in isolation.

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

LDRHVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LDRH or VOO?

LDRH has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, LDRH or VOO?

Over the past year LDRH returned +1.64% vs +17.55% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), LDRH annualized +3.88% vs +15.36% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LDRH or VOO?

VOO has been the more volatile fund at 12.4% annualized versus 2.3% for LDRH. Worst drawdown: LDRH -3.2% vs VOO -18.7%.

Should I hold both LDRH and VOO?

LDRH and VOO have a monthly-return correlation of 0.62, 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, LDRH or VOO?

LDRH yields 6.52% while VOO yields 1.06%, so LDRH currently pays the higher dividend yield.

Is VOO better than LDRH?

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