HAWG vs VOO

HAWG vs VOO

Which is better, HAWG or VOO?

VOO costs less.

VOO has a lower expense ratio. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 52.8%.

Lower Fees: VOOLess Concentrated: 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

MetricHAWGVOO
Expense Ratio1.35%0.03%Best
AUM$96M$997.4B
Dividend Yield0.00%1.04%
Holdings488509
YTD Return+0.94%+13.82%Best
1Y Return-+18.56%
3Y Return (annualized)-+23.49%
5Y Return (annualized)-+13.34%
Top 10 Weight52.8%37.6%Best
Fund FamilyHoward Capital ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionAug 13, 2026Sep 7, 2010

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

HAWG 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.

HAWG vs VOO Performance

HCM Hedged Equity ETF (HAWG) is an ETF from Howard Capital Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, HAWG is up 0.94% versus a gain of 13.82% for VOO.

Past performance does not guarantee future results.

Fees and Cost Over Time

HAWG charges 1.35% per year while VOO charges 0.03%. On a $10,000 position that is $135 vs $3 annually, a gap of $132 per year that compounds over a long holding period. On income, HAWG currently yields 0.00% against 1.04% for VOO.

Holdings Overlap

HAWG already in VOO95.2%
VOO already in HAWG96.5%

95.2% of HAWG's money is in holdings VOO also owns. 96.5% of VOO's money is in holdings HAWG also owns.

Most of VOO is already inside HAWG. Owning both mostly buys the same companies twice.

398 positions in common, counted across the 488 positions we hold weights for in HAWG and 494 in VOO, against full books of 488 and 509.

What only one of them owns

Our book lists 92 positions for VOO that do not appear in our book for HAWG (2.8% of the fund), and 76 for HAWG that do not appear in VOO (2.5%).

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 HAWGWeight in VOODifference
NVDANvidia Corp11.32%7.55%3.77%
AAPLApple, Inc9.65%7.05%2.60%
MSFTMicrosoft Corp7.72%5.36%2.36%
AMZNAmazon.Com Inc5.25%4.13%1.12%
GOOGLAlphabet Inc,class A4.17%3.24%0.93%
AVGOBroadcom Inc3.51%2.86%0.65%
GOOGAlphabet Inc3.60%2.62%0.98%
METAMeta Platforms Inc2.86%1.90%0.96%
MUMicron Technology, Inc.2.43%1.44%0.99%
TSLATesla Inc2.28%1.36%0.92%

96.5% of VOO is already inside HAWG.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

HAWGVOO

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Frequently Asked Questions

Which is cheaper, HAWG or VOO?

HAWG has an expense ratio of 1.35% while VOO charges 0.03%. VOO is the cheaper option, by $132 a year on a $10,000 investment.

What is the holdings overlap between HAWG and VOO?

96.5% of VOO's money is in holdings HAWG also owns. 96.5% of VOO's is in holdings HAWG also owns. They hold 398 positions in common, counted across the 488 positions we hold weights for in HAWG and 494 in VOO.

Which pays a higher dividend, HAWG or VOO?

HAWG yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than HAWG?

VOO has a lower expense ratio. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 52.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.