HDEF vs VOO
Xtrackers MSCI EAFE High Dividend Yield Equity 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 | HDEF | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.03% | |
| AUM | $2.3B | $997.4B | |
| Dividend Yield | 3.68% | 1.08% | |
| Holdings | 123 | 509 | |
| YTD Return | +12.53% | +13.20% | |
| 1Y Return | +18.58% | +21.62% | |
| 3Y Return (annualized) | +19.67% | +22.16% | |
| 5Y Return (annualized) | +12.23% | +13.42% | |
| Volatility (annualized) | 14.7% | 14.1% | |
| Max Drawdown | -38.2% | -34.3% | |
| Fund Family | Xtrackers ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 12, 2015 | Sep 7, 2010 |
HDEF vs VOO Performance
Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) is a ETF from Xtrackers ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year HDEF returned +18.58% while VOO returned +21.62%. Year to date, HDEF is up 12.53% versus a gain of 13.20% for VOO.
Over three years, HDEF compounded at +19.67% per year against +22.16% for VOO; over five years the annualized figures are +12.23% and +13.42% respectively. Across the full 11-year window we track, VOO has the edge at +13.51% annualized vs +5.52%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HDEF has been the more volatile fund, with annualized monthly volatility of 14.7% 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 -38.2% for HDEF 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HDEF charges 0.09% per year while VOO charges 0.03%. On a $10,000 position that is $9 vs $3 annually, a gap of $6 per year that compounds over a long holding period. On income, HDEF currently yields 3.68% against 1.08% for VOO.
Holdings Overlap
HDEF and VOO share 0 holdings out of 618 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, HDEF or VOO?
HDEF has an expense ratio of 0.09% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
Which performed better, HDEF or VOO?
Over the past year HDEF returned +18.58% vs +21.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (11 years), HDEF annualized +5.52% vs +13.51% for VOO. Past performance does not guarantee future results.
Which is riskier, HDEF or VOO?
HDEF has been the more volatile fund at 14.7% annualized versus 14.1% for VOO. Worst drawdown: HDEF -38.2% vs VOO -34.3%.
Should I hold both HDEF and VOO?
HDEF and VOO have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HDEF and VOO?
HDEF and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 618 unique securities.
Which pays a higher dividend, HDEF or VOO?
HDEF yields 3.68% while VOO yields 1.08%, so HDEF currently pays the higher dividend yield.
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