HART vs VOO
NYLI Healthy Hearts 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 509 holdings.
Side-by-Side Comparison
| Metric | HART | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $9M | $997.4B | |
| Dividend Yield | 1.62% | 1.08% | |
| Holdings | 71 | 509 | |
| YTD Return | +1.15% | +12.25% | |
| 1Y Return | -4.58% | +20.92% | |
| 3Y Return (annualized) | +5.70% | +21.79% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 13.6% | 14.1% | |
| Max Drawdown | -17.4% | -34.3% | |
| Fund Family | INDEXIQ ETF TRUST | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 14, 2021 | Sep 7, 2010 |
HART vs VOO Performance
NYLI Healthy Hearts ETF (HART) is a ETF from INDEXIQ ETF TRUST and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year HART returned -4.58% while VOO returned +20.92%. Year to date, HART is up 1.15% versus a gain of 12.25% for VOO.
Over three years, HART compounded at +5.70% per year against +21.79% for VOO. Across the full 5-year window we track, VOO has the edge at +13.45% annualized vs +5.88%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.6% for HART. 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 -17.4% for HART 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HART 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, HART currently yields 1.62% against 1.08% for VOO.
Frequently Asked Questions
Which is cheaper, HART or VOO?
HART has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, HART or VOO?
Over the past year HART returned -4.58% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), HART annualized +5.88% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, HART or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.6% for HART. Worst drawdown: HART -17.4% vs VOO -34.3%.
Should I hold both HART and VOO?
HART and VOO have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, HART or VOO?
HART yields 1.62% while VOO yields 1.08%, so HART currently pays the higher dividend yield.
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