HBDC vs VOO
Hilton BDC Corporate Bond ETF vs Vanguard S&P 500 ETF
Which is better, HBDC or VOO?
VOO has been ahead.
VOO has a lower expense ratio. VOO led over 1Y and the full window.
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
| Metric | HBDC | VOO |
|---|---|---|
| Expense Ratio | 0.39% | 0.03%Best |
| AUM | $84M | $997.4B |
| Dividend Yield | 5.39% | 1.04% |
| Holdings | 147 | 509 |
| YTD Return | +0.81% | +12.37%Best |
| 1Y Return | +1.75% | +16.61%Best |
| 3Y Return (annualized) | - | +21.37% |
| 5Y Return (annualized) | - | +13.49% |
| Volatility (annualized) | 2.3%Best | 12.0% |
| Max Drawdown | -3.0%Best | -8.9% |
| $10,000 over 1.3 years | $10,348 | $12,960Best |
| Fund Family | Hilton Capital Management | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Blend |
| Inception | Jun 10, 2025 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jun 11, 2025 to Sep 18, 2026 (1.3 years).
HBDC 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 1.3 years both funds cover.
HBDC vs VOO Performance
Hilton BDC Corporate Bond ETF (HBDC) is an ETF from Hilton Capital Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year HBDC returned +1.75% while VOO returned +16.61%. Year to date, HBDC is up 0.81% versus a gain of 12.37% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 12.0% compared with 2.3% 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 -8.9% 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 0.73. 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 5.39% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 87 holdings in HBDC and 494 in VOO, totalling 62.2% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 87 positions we hold weights for in HBDC and 494 in VOO, against full books of 147 and 509.
You are not choosing between two funds in isolation.
Whichever of HBDC and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $36 a year on a $10,000 investment.
Which performed better, HBDC or VOO?
Over the past year HBDC returned +1.75% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), HBDC annualized +2.67% vs +22.07% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HBDC or VOO?
VOO has been the more volatile fund at 12.0% annualized versus 2.3% for HBDC. Worst drawdown: HBDC -3.0% vs VOO -8.9%.
Should I hold both HBDC and VOO?
HBDC and VOO have a monthly-return correlation of 0.73, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, HBDC or VOO?
HBDC yields 5.39% while VOO yields 1.04%, so HBDC currently pays the higher dividend yield.
Is VOO better than HBDC?
VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.