HERD vs VOO
Pacer Cash Cows Fund of Funds ETF vs Vanguard S&P 500 ETF
Which is better, HERD or VOO?
Mid Cap Value against Large Cap Blend.
VOO has a lower expense ratio. HERD led over 1Y, VOO over 3Y, 5Y and the full window.
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
| Metric | HERD | VOO |
|---|---|---|
| Expense Ratio | 0.74% | 0.03%Best |
| AUM | $108M | $997.4B |
| Dividend Yield | 2.73% | 1.08% |
| Holdings | 7 | 509 |
| YTD Return | +18.50%Best | +13.37% |
| 1Y Return | +26.31%Best | +20.08% |
| 3Y Return (annualized) | +16.43% | +21.29%Best |
| 5Y Return (annualized) | +11.10% | +12.89%Best |
| Volatility (annualized) | 18.3% | 16.4%Best |
| Max Drawdown | -39.4% | -34.3%Best |
| $10,000 over 5 years | $16,927 | $18,335Best |
| Top 10 Weight | - | 36.4% |
| Fund Family | Pacer ETFs | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | May 3, 2019 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: May 7, 2019 to Sep 4, 2026 (7.3 years).
HERD vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 7.3 years both funds cover.
HERD vs VOO Performance
Pacer Cash Cows Fund of Funds ETF (HERD) is an ETF from Pacer ETFs and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year HERD returned +26.31% while VOO returned +20.08%. Year to date, HERD is up 18.50% versus a gain of 13.37% for VOO.
Over three years, HERD compounded at +16.43% per year against +21.29% for VOO; over five years the annualized figures are +11.10% and +12.89% respectively. Across the full 7-year window we track, VOO has the edge at +15.59% annualized vs +13.38%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HERD has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 16.4% for VOO. 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 -39.4% for HERD and -34.3% 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HERD charges 0.74% per year while VOO charges 0.03%. On a $10,000 position that is $74 vs $3 annually, a gap of $71 per year that compounds over a long holding period. On income, HERD currently yields 2.73% against 1.08% for VOO.
Holdings Overlap
We hold position weights for 6 holdings in HERD and 505 in VOO, totalling 100.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 6 positions we hold weights for in HERD and 505 in VOO, against full books of 7 and 509.
What only one of them owns
Our book lists 497 positions for VOO that do not appear in our book for HERD (99.5% of the fund), and 6 for HERD that do not appear in VOO (100.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of HERD and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HERD or VOO?
HERD has an expense ratio of 0.74% while VOO charges 0.03%. VOO is the cheaper option, by $71 a year on a $10,000 investment.
Which performed better, HERD or VOO?
Over the past year HERD returned +26.31% vs +20.08% for VOO, so HERD leads on 1-year performance. Over the longest common window we track (7 years), HERD annualized +13.38% vs +15.59% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HERD or VOO?
HERD has been the more volatile fund at 18.3% annualized versus 16.4% for VOO. Worst drawdown: HERD -39.4% vs VOO -34.3%.
Should I hold both HERD and VOO?
HERD and VOO have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, HERD or VOO?
HERD yields 2.73% while VOO yields 1.08%, so HERD currently pays the higher dividend yield.
Is VOO better than HERD?
VOO has a lower expense ratio. HERD led over 1Y, VOO over 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.