HEJD vs VOO

HEJD vs VOO

Which is better, HEJD or VOO?

All Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window.

Lower Fees: VOOHigher Returns: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricHEJDVOO
Expense Ratio0.55%0.03%Best
AUM$38M$997.4B
Dividend Yield4.26%1.08%
Holdings204509
Volatility (annualized)4.5%Best10.4%
Max Drawdown-10.3%Best-18.7%
$10,000 over 1.6 years$11,495$12,808Best
Fund FamilyVictory Capital Management Inc.Vanguard (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Blend
InceptionJul 10, 2024Sep 7, 2010

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 222 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. HEJD has data through Jan 29, 2026 and VOO through Sep 8, 2026.

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Jul 11, 2024 to Jan 29, 2026 (1.6 years).

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 10.4% compared with 4.5% for HEJD. 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 -10.3% for HEJD and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.

Fees and Cost Over Time

HEJD charges 0.55% per year while VOO charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, HEJD currently yields 4.26% against 1.08% for VOO.

Holdings Overlap

VOO already in HEJD8.8%

At least 8.8% of VOO's money is in holdings HEJD also owns.

Stated as a floor: for HEJD, our book for it covers 89.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VOO and HEJD share little of their money.

The two holdings books were reported 242 days apart, HEJD as of Oct 31, 2025 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

65 positions in common, counted across the 199 positions we hold weights for in HEJD and 504 in VOO, against full books of 204 and 509.

Top Shared Holdings

StockWeight in HEJDWeight in VOODifference
MRKMerck & Co. Inc.1.67%0.49%1.18%
PEPPepsico Inc.1.79%0.29%1.50%
VZVerizon Communications Inc Com Usd11.55%0.27%1.28%
MOAltria Group Inc.1.50%0.19%1.31%
TAt&t, Inc.1.30%0.22%1.08%
EVRGEvergy Inc.1.46%0.03%1.43%
GISGeneral Mills Inc.1.45%0.03%1.42%
AMCRAmcor Ltd.1.38%0.03%1.35%
PNWPinnacle West Capital Corp.1.37%0.02%1.35%
JNJJohnson & Johnson - Common0.43%0.95%0.52%

You are not choosing between two funds in isolation.

Whichever of HEJD and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

HEJDVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HEJD or VOO?

HEJD has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option, by $52 a year on a $10,000 investment.

Which is riskier, HEJD or VOO?

VOO has been the more volatile fund at 10.4% annualized versus 4.5% for HEJD. Worst drawdown: HEJD -10.3% vs VOO -18.7%.

Should I hold both HEJD and VOO?

HEJD and VOO have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between HEJD and VOO?

At least 8.8% of VOO's money is in holdings HEJD also owns. Our book for HEJD is partial, so the real figure is this or higher. They hold 65 positions in common, counted across the 199 positions we hold weights for in HEJD and 504 in VOO.

Which pays a higher dividend, HEJD or VOO?

HEJD yields 4.26% while VOO yields 1.08%, so HEJD currently pays the higher dividend yield.

Is VOO better than HEJD?

VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.