HELS vs VOO
Hedgeye 130/30 Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | HELS | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.03% | |
| AUM | $22M | $997.4B | |
| Dividend Yield | 0.02% | 1.08% | |
| Holdings | 51 | 509 | |
| YTD Return | -2.96% | +13.20% | |
| 1Y Return | - | +21.62% | |
| 3Y Return (annualized) | - | +22.16% | |
| 5Y Return (annualized) | - | +13.42% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -13.6% | -34.3% | |
| Fund Family | Hedgeye Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 10, 2025 | Sep 7, 2010 |
HELS vs VOO Performance
Hedgeye 130/30 Equity ETF (HELS) is a ETF from Hedgeye Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, HELS is down 2.96% versus a gain of 13.20% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -13.6% for HELS 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
HELS 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, HELS currently yields 0.02% against 1.08% for VOO.
Holdings Overlap
HELS and VOO share 36 holdings out of 517 unique holdings combined, representing a 38.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HELS or VOO?
HELS 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 HELS and VOO?
HELS and VOO share 36 common holdings with a 38.5% weight overlap. Combined, they hold 517 unique securities.
Which pays a higher dividend, HELS or VOO?
HELS yields 0.02% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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