BEEZ vs VOO
Honeytree US Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BEEZ | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.64% | 0.03% | |
| AUM | $6M | $979.0B | |
| Dividend Yield | 0.54% | 1.09% | |
| Holdings | 27 | 509 | |
| YTD Return | +8.33% | +13.44% | |
| 1Y Return | +8.80% | +22.62% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 11.9% | 14.1% | |
| Max Drawdown | -18.6% | -34.3% | |
| Fund Family | Honeytree | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 6, 2023 | Sep 7, 2010 |
BEEZ vs VOO Performance
Honeytree US Equity ETF (BEEZ) is a ETF from Honeytree and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BEEZ returned +8.80% while VOO returned +22.62%. Year to date, BEEZ is up 8.33% versus a gain of 13.44% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 11.9% for BEEZ. 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 -18.6% for BEEZ and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BEEZ charges 0.64% per year while VOO charges 0.03%. On a $10,000 position that is $64 vs $3 annually, a gap of $61 per year that compounds over a long holding period. On income, BEEZ currently yields 0.54% against 1.09% for VOO.
Holdings Overlap
BEEZ and VOO share 1 holdings out of 509 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BEEZ | Weight in VOO | Difference |
|---|---|---|---|
| PNR | 3.60% | 0.02% | 3.58% |
Frequently Asked Questions
Which is cheaper, BEEZ or VOO?
BEEZ has an expense ratio of 0.64% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
Which performed better, BEEZ or VOO?
Over the past year BEEZ returned +8.80% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), BEEZ annualized +12.53% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, BEEZ or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 11.9% for BEEZ. Worst drawdown: BEEZ -18.6% vs VOO -34.3%.
Should I hold both BEEZ and VOO?
BEEZ and VOO have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BEEZ and VOO?
BEEZ and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, BEEZ or VOO?
BEEZ yields 0.54% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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