HF vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricHFVOOWinner
Expense Ratio1.70%0.03%
AUM$20M$979.0B
Dividend Yield11.46%1.09%
Holdings26509
YTD Return+11.63%+13.79%
1Y Return+9.82%+23.01%
3Y Return (annualized)-+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)7.3%14.1%
Max Drawdown-4.3%-34.3%
Fund FamilyDays Global AdvisorsVanguard (US)
CategoryAlternativeEquity
InceptionAug 2, 2023Sep 7, 2010

HF vs VOO Performance

DGA Core Plus Absolute Return ETF (HF) is a ETF from Days Global Advisors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year HF returned +9.82% while VOO returned +23.01%. Year to date, HF is up 11.63% versus a gain of 13.79% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 7.3% for HF. 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 -4.3% for HF and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HF charges 1.70% per year while VOO charges 0.03%. On a $10,000 position that is $170 vs $3 annually, a gap of $167 per year that compounds over a long holding period. On income, HF currently yields 11.46% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

HF and VOO share 0 holdings out of 521 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, HF or VOO?

HF has an expense ratio of 1.70% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $167 per year of difference.

Which performed better, HF or VOO?

Over the past year HF returned +9.82% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), HF annualized +10.83% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, HF or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 7.3% for HF. Worst drawdown: HF -4.3% vs VOO -34.3%.

Should I hold both HF and VOO?

HF and VOO have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HF and VOO?

HF and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 521 unique securities.

Which pays a higher dividend, HF or VOO?

HF yields 11.46% while VOO yields 1.09%, so HF currently pays the higher dividend yield.

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