HCOW vs VOO

HCOW vs VOO
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Quick Verdict

VOO has a lower expense ratio. HCOW delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: HCOWMore Diversified: VOO

Side-by-Side Comparison

MetricHCOWVOOWinner
Expense Ratio0.65%0.03%
AUM$18M$997.4B
Dividend Yield12.55%1.08%
Holdings86509
YTD Return+15.56%+12.68%
1Y Return+24.62%+21.87%
3Y Return (annualized)+12.92%+22.06%
5Y Return (annualized)-+12.95%
Volatility (annualized)14.5%14.1%
Max Drawdown-24.1%-34.3%
Fund FamilyAmplify ETFsVanguard (US)
CategoryEquityEquity
InceptionSep 20, 2023Sep 7, 2010

HCOW vs VOO Performance

Amplify COWS Covered Call ETF (HCOW) is a ETF from Amplify ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year HCOW returned +24.62% while VOO returned +21.87%. Year to date, HCOW is up 15.56% versus a gain of 12.68% for VOO.

Over three years, HCOW compounded at +12.92% per year against +22.06% for VOO. Across the full 3-year window we track, VOO has the edge at +13.47% annualized vs +12.92%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HCOW has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 14.1% 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 -24.1% for HCOW 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HCOW charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, HCOW currently yields 12.55% against 1.08% for VOO.

Holdings Overlap

1.7%overlap

HCOW and VOO share 24 holdings out of 523 unique holdings combined, representing a 1.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HCOWWeight in VOODifference
BKNG3.44%0.21%3.23%
WSM3.14%0.04%3.10%
ROP3.10%0.05%3.05%
INTUProProPro
CORProProPro
MCKProProPro
AVYProProPro
HASProProPro
FDXProProPro
TMUSProProPro
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Frequently Asked Questions

Which is cheaper, HCOW or VOO?

HCOW has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

Which performed better, HCOW or VOO?

Over the past year HCOW returned +24.62% vs +21.87% for VOO, so HCOW leads on 1-year performance. Over the longest common window we track (3 years), HCOW annualized +12.92% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, HCOW or VOO?

HCOW has been the more volatile fund at 14.5% annualized versus 14.1% for VOO. Worst drawdown: HCOW -24.1% vs VOO -34.3%.

Should I hold both HCOW and VOO?

HCOW and VOO have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HCOW and VOO?

HCOW and VOO share 24 common holdings with a 1.7% weight overlap. Combined, they hold 523 unique securities.

Which pays a higher dividend, HCOW or VOO?

HCOW yields 12.55% while VOO yields 1.08%, so HCOW currently pays the higher dividend yield.

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