HECO vs VXUS

Quick Verdict

VXUS has a lower expense ratio. HECO delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: HECOMore Diversified: VXUS

Side-by-Side Comparison

MetricHECOVXUSWinner
Expense Ratio0.90%0.05%
AUM$82M$156.5B
Dividend Yield0.00%2.60%
Holdings1508,747
YTD Return+51.68%+14.57%
1Y Return+87.37%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)50.0%15.1%
Max Drawdown-44.6%-39.9%
Fund FamilySPDR State Street Global AdvisorsVanguard (US)
CategoryAlternativeEquity
InceptionSep 9, 2024Jan 26, 2011

HECO vs VXUS Performance

State Street Galaxy Hedged Digital Asset Ecosystem ETF (HECO) is a ETF from SPDR State Street Global Advisors and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year HECO returned +87.37% while VXUS returned +27.82%. Year to date, HECO is up 51.68% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

HECO has been the more volatile fund, with annualized monthly volatility of 50.0% compared with 15.1% for VXUS. 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 -44.6% for HECO and -39.9% for VXUS. 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HECO charges 0.90% per year while VXUS charges 0.05%. On a $10,000 position that is $90 vs $5 annually, a gap of $85 per year that compounds over a long holding period. On income, HECO currently yields 0.00% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

HECO and VXUS share 1 holdings out of 7892 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HECOWeight in VXUSDifference
BRUN:AS0.74%0.00%0.74%

Frequently Asked Questions

Which is cheaper, HECO or VXUS?

HECO has an expense ratio of 0.90% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $85 per year of difference.

Which performed better, HECO or VXUS?

Over the past year HECO returned +87.37% vs +27.82% for VXUS, so HECO leads on 1-year performance. Over the longest common window we track (2 years), HECO annualized +65.31% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, HECO or VXUS?

HECO has been the more volatile fund at 50.0% annualized versus 15.1% for VXUS. Worst drawdown: HECO -44.6% vs VXUS -39.9%.

Should I hold both HECO and VXUS?

HECO and VXUS have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HECO and VXUS?

HECO and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 7892 unique securities.

Which pays a higher dividend, HECO or VXUS?

HECO yields 0.00% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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