HBDC vs VOO
Hilton BDC Corporate Bond 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 | HBDC | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.03% | |
| AUM | $85M | $979.0B | |
| Dividend Yield | 5.37% | 1.09% | |
| Holdings | 259 | 509 | |
| YTD Return | +1.51% | +13.72% | |
| 1Y Return | +3.54% | +21.63% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 2.1% | 14.1% | |
| Max Drawdown | -3.0% | -34.3% | |
| Fund Family | Hilton Capital Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 10, 2025 | Sep 7, 2010 |
HBDC vs VOO Performance
Hilton BDC Corporate Bond ETF (HBDC) is a ETF from Hilton Capital Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year HBDC returned +3.54% while VOO returned +21.63%. Year to date, HBDC is up 1.51% versus a gain of 13.72% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 2.1% for HBDC. 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 -3.0% for HBDC 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HBDC charges 0.39% per year while VOO charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, HBDC currently yields 5.37% against 1.09% for VOO.
Holdings Overlap
HBDC and VOO share 0 holdings out of 611 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HBDC or VOO?
HBDC has an expense ratio of 0.39% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, HBDC or VOO?
Over the past year HBDC returned +3.54% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), HBDC annualized +3.52% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, HBDC or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 2.1% for HBDC. Worst drawdown: HBDC -3.0% vs VOO -34.3%.
Should I hold both HBDC and VOO?
HBDC and VOO have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HBDC and VOO?
HBDC and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 611 unique securities.
Which pays a higher dividend, HBDC or VOO?
HBDC yields 5.37% while VOO yields 1.09%, so HBDC currently pays the higher dividend yield.
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