HAIL vs VOO

HAIL vs VOO

Which is better, HAIL or VOO?

Mid Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. HAIL is less concentrated, with 18.0% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: HAIL

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

MetricHAILVOO
Expense Ratio0.45%0.03%Best
AUM$19M$997.4B
Dividend Yield1.74%1.08%
Holdings88509
YTD Return+5.10%+12.74%Best
1Y Return+9.65%+19.43%Best
3Y Return (annualized)+6.72%+21.18%Best
5Y Return (annualized)-6.57%+12.76%Best
Volatility (annualized)32.5%16.4%Best
Max Drawdown-66.3%-34.3%Best
$10,000 over 5 years$7,119$18,230Best
Top 10 Weight18.0%Best36.4%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionDec 18, 2017Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Dec 27, 2017 to Sep 8, 2026 (8.7 years).

HAIL 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 8.7 years both funds cover.

HAIL vs VOO Performance

State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) is an ETF from State Street Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year HAIL returned +9.65% while VOO returned +19.43%. Year to date, HAIL is up 5.10% versus a gain of 12.74% for VOO.

Over three years, HAIL compounded at +6.72% per year against +21.18% for VOO; over five years the annualized figures are -6.57% and +12.76% respectively. Across the full 9-year window we track, VOO has the edge at +13.88% annualized vs +3.30%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HAIL has been the more volatile fund, with annualized monthly volatility of 32.5% compared with 16.4% for VOO. 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 -66.3% for HAIL 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HAIL charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, HAIL currently yields 1.74% against 1.08% for VOO.

Holdings Overlap

HAIL already in VOO17.1%
VOO already in HAIL13.2%

17.1% of HAIL's money is in holdings VOO also owns. 13.2% of VOO's money is in holdings HAIL also owns.

HAIL and VOO share little of their money.

15 positions in common, counted across the 88 positions we hold weights for in HAIL and 504 in VOO, against full books of 88 and 509.

What only one of them owns

Our book lists 479 positions for VOO that do not appear in our book for HAIL (86.2% of the fund), and 56 for HAIL that do not appear in VOO (65.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in HAILWeight in VOODifference
NVDANvidia Corp.1.52%7.51%5.99%
GOOGAlphabet, Inc., Class C0.99%2.59%1.60%
TSLATesla Motors Inc1.24%1.84%0.60%
UBERUber Technologies Inc1.51%0.23%1.28%
GMGeneral Motors Co1.60%0.11%1.49%
CMICummins Inc.1.45%0.15%1.30%
QCOMQualcomm1.22%0.30%0.92%
PCARPaccar Inc.1.11%0.10%1.01%
TRMBTrimble Inc. (Trmb):1.10%0.02%1.08%
ONOn Semiconductor Corp1.05%0.06%0.99%

You are not choosing between two funds in isolation.

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

HAILVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HAIL or VOO?

HAIL has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option, by $42 a year on a $10,000 investment.

Which performed better, HAIL or VOO?

Over the past year HAIL returned +9.65% vs +19.43% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), HAIL annualized +3.30% vs +13.88% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HAIL or VOO?

HAIL has been the more volatile fund at 32.5% annualized versus 16.4% for VOO. Worst drawdown: HAIL -66.3% vs VOO -34.3%.

Should I hold both HAIL and VOO?

HAIL and VOO have a monthly-return correlation of 0.79, 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 HAIL and VOO?

17.1% of HAIL's money is in holdings VOO also owns. 13.2% of VOO's is in holdings HAIL also owns. They hold 15 positions in common, counted across the 88 positions we hold weights for in HAIL and 504 in VOO.

Which pays a higher dividend, HAIL or VOO?

HAIL yields 1.74% while VOO yields 1.08%, so HAIL currently pays the higher dividend yield.

Is VOO better than HAIL?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. HAIL is less concentrated, with 18.0% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.