HECA vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricHECAVOOWinner
Expense Ratio1.02%0.03%
AUM$289M$979.0B
Dividend Yield2.04%1.09%
Holdings22509
YTD Return-0.48%+13.80%
1Y Return+11.32%+23.71%
3Y Return (annualized)-+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)12.4%14.1%
Max Drawdown-12.8%-34.3%
Fund FamilyHedgeye Asset ManagementVanguard (US)
CategoryAllocation/BalancedEquity
InceptionJun 30, 2025Sep 7, 2010

HECA vs VOO Performance

Hedgeye Capital Allocation ETF (HECA) is a ETF from Hedgeye Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year HECA returned +11.32% while VOO returned +23.71%. Year to date, HECA is down 0.48% versus a gain of 13.80% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.4% for HECA. 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 -12.8% for HECA 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 0.08. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HECA charges 1.02% per year while VOO charges 0.03%. On a $10,000 position that is $102 vs $3 annually, a gap of $99 per year that compounds over a long holding period. On income, HECA currently yields 2.04% against 1.09% for VOO.

Holdings Overlap

38.4%overlap

HECA and VOO share 35 holdings out of 518 unique holdings combined, representing a 38.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HECAWeight in VOODifference
AAPL9.50%6.59%2.91%
NVDA6.67%7.51%0.84%
AMZN4.18%3.62%0.56%
MSFTProProPro
GOOGLProProPro
LLYProProPro
JPM:USProProPro
AMDProProPro
MUProProPro
VProProPro
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Frequently Asked Questions

Which is cheaper, HECA or VOO?

HECA has an expense ratio of 1.02% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $99 per year of difference.

Which performed better, HECA or VOO?

Over the past year HECA returned +11.32% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), HECA annualized +11.44% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, HECA or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 12.4% for HECA. Worst drawdown: HECA -12.8% vs VOO -34.3%.

Should I hold both HECA and VOO?

HECA and VOO have a monthly-return correlation of 0.08, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HECA and VOO?

HECA and VOO share 35 common holdings with a 38.4% weight overlap. Combined, they hold 518 unique securities.

Which pays a higher dividend, HECA or VOO?

HECA yields 2.04% while VOO yields 1.09%, so HECA currently pays the higher dividend yield.

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