HEFT vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: TiedMore Diversified: VOO

Side-by-Side Comparison

MetricHEFTVOOWinner
Expense Ratio0.70%0.03%
AUM$85M$979.0B
Dividend Yield0.02%1.09%
Holdings95509
YTD Return+3.59%+13.80%
1Y Return-+23.71%
3Y Return (annualized)-+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)-14.1%
Max Drawdown-9.2%-34.3%
Fund FamilyHedgeye Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionNov 20, 2025Sep 7, 2010

HEFT vs VOO Performance

Hedgeye Fourth Turning ETF (HEFT) is a ETF from Hedgeye Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, HEFT is up 3.59% versus a gain of 13.80% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -9.2% for HEFT and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

HEFT charges 0.70% per year while VOO charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, HEFT currently yields 0.02% against 1.09% for VOO.

Holdings Overlap

38.4%overlap

HEFT 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 HEFTWeight 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, HEFT or VOO?

HEFT has an expense ratio of 0.70% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

What is the holdings overlap between HEFT and VOO?

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

Which pays a higher dividend, HEFT or VOO?

HEFT yields 0.02% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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