HEFT vs VOO
Hedgeye Fourth Turning ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | HEFT | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.03% | |
| AUM | $85M | $979.0B | |
| Dividend Yield | 0.02% | 1.09% | |
| Holdings | 95 | 509 | |
| 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 Family | Hedgeye Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 20, 2025 | Sep 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
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.
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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