HEAL vs VOO

HEAL vs VOO
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Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricHEALVOOWinner
Expense Ratio0.50%0.03%
AUM$32M$997.4B
Dividend Yield0.27%1.08%
Holdings85509
YTD Return-0.19%+14.27%
1Y Return-5.54%+21.79%
3Y Return (annualized)-3.11%+22.19%
5Y Return (annualized)-11.42%+13.28%
Volatility (annualized)23.3%14.2%
Max Drawdown-65.8%-34.3%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
InceptionJul 29, 2020Sep 7, 2010

HEAL vs VOO Performance

Global X HealthTech ETF (HEAL) is a ETF from Global X by mirae Asset and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year HEAL returned -5.54% while VOO returned +21.79%. Year to date, HEAL is down 0.19% versus a gain of 14.27% for VOO.

Over three years, HEAL compounded at -3.11% per year against +22.19% for VOO; over five years the annualized figures are -11.42% and +13.28% respectively. Across the full 6-year window we track, VOO has the edge at +13.59% annualized vs -7.41%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HEAL has been the more volatile fund, with annualized monthly volatility of 23.3% compared with 14.2% 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 -65.8% for HEAL 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HEAL charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, HEAL currently yields 0.27% against 1.08% for VOO.

Holdings Overlap

0.5%overlap

HEAL and VOO share 7 holdings out of 537 unique holdings combined, representing a 0.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HEALWeight in VOODifference
IQV5.49%0.05%5.44%
DXCM5.38%0.04%5.34%
VEEV4.69%0.04%4.65%
GEHCProProPro
RMDProProPro
PODDProProPro
ISRGProProPro
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Frequently Asked Questions

Which is cheaper, HEAL or VOO?

HEAL has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, HEAL or VOO?

Over the past year HEAL returned -5.54% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), HEAL annualized -7.41% vs +13.59% for VOO. Past performance does not guarantee future results.

Which is riskier, HEAL or VOO?

HEAL has been the more volatile fund at 23.3% annualized versus 14.2% for VOO. Worst drawdown: HEAL -65.8% vs VOO -34.3%.

Should I hold both HEAL and VOO?

HEAL and VOO have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HEAL and VOO?

HEAL and VOO share 7 common holdings with a 0.5% weight overlap. Combined, they hold 537 unique securities.

Which pays a higher dividend, HEAL or VOO?

HEAL yields 0.27% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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