HFMF vs VOO

HFMF vs VOO

Which is better, HFMF or VOO?

Managed Futures 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

MetricHFMFVOO
Expense Ratio0.97%0.03%Best
AUM$26M$997.4B
Dividend Yield2.86%1.04%
Holdings13509
YTD Return+4.93%+12.23%Best
1Y Return+8.74%+18.60%Best
3Y Return (annualized)-+20.98%
5Y Return (annualized)-+12.76%
Volatility (annualized)11.3%Best12.4%
Max Drawdown-15.1%-8.9%Best
$10,000 over 1.2 years$11,277$12,510Best
Fund FamilyUnlimited FundsVanguard (US)
CategoryAlternativeEquity
StyleManaged FuturesLarge Cap Blend
InceptionJul 14, 2025Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jul 15, 2025 to Sep 9, 2026 (1.2 years).

HFMF 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 1.2 years both funds cover.

HFMF vs VOO Performance

Unlimited HFMF Managed Futures ETF (HFMF) is an ETF from Unlimited Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year HFMF returned +8.74% while VOO returned +18.60%. Year to date, HFMF is up 4.93% versus a gain of 12.23% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.4% compared with 11.3% for HFMF. 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 -15.1% for HFMF and -8.9% 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 -0.05. They move largely independently of each other.

Fees and Cost Over Time

HFMF charges 0.97% per year while VOO charges 0.03%. On a $10,000 position that is $97 vs $3 annually, a gap of $94 per year that compounds over a long holding period. On income, HFMF currently yields 2.86% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 1 holding in HFMF and 505 in VOO, totalling 89.7% 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 1 positions we hold weights for in HFMF and 505 in VOO, against full books of 13 and 509.

You are not choosing between two funds in isolation.

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

HFMFVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HFMF or VOO?

HFMF has an expense ratio of 0.97% while VOO charges 0.03%. VOO is the cheaper option, by $94 a year on a $10,000 investment.

Which performed better, HFMF or VOO?

Over the past year HFMF returned +8.74% vs +18.60% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), HFMF annualized +10.53% vs +20.52% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HFMF or VOO?

VOO has been the more volatile fund at 12.4% annualized versus 11.3% for HFMF. Worst drawdown: HFMF -15.1% vs VOO -8.9%.

Should I hold both HFMF and VOO?

HFMF and VOO have a monthly-return correlation of -0.05, 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, HFMF or VOO?

HFMF yields 2.86% while VOO yields 1.04%, so HFMF currently pays the higher dividend yield.

Is VOO better than HFMF?

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.