HGER vs VOO

HGER vs VOO

Which is better, HGER or VOO?

Commodities against Large Cap Blend.

VOO has a lower expense ratio. HGER led over 1Y, 3Y and the full window.

Lower Fees: VOOHigher Returns: HGER

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

MetricHGERVOO
Expense Ratio0.68%0.03%Best
AUM$4.4B$997.4B
Dividend Yield5.00%1.04%
Holdings49509
YTD Return+45.69%Best+12.37%
1Y Return+51.18%Best+16.61%
3Y Return (annualized)+21.99%Best+21.37%
5Y Return (annualized)-+13.49%
Volatility (annualized)13.7%Best15.6%
Max Drawdown-23.3%-22.1%Best
$10,000 over 4.6 years$21,262Best$18,102
Fund FamilyHarbor FundsVanguard (US)
CategoryCommodityEquity
StyleCommoditiesLarge Cap Blend
InceptionFeb 9, 2022Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 10, 2022 to Sep 18, 2026 (4.6 years).

HGER 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 4.6 years both funds cover.

HGER vs VOO Performance

Harbor Commodity All Weather Strategy ETF (HGER) is an ETF from Harbor Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year HGER returned +51.18% while VOO returned +16.61%. Year to date, HGER is up 45.69% versus a gain of 12.37% for VOO.

Over three years, HGER compounded at +21.99% per year against +21.37% 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 15.6% compared with 13.7% for HGER. 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 -23.3% for HGER and -22.1% 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 0.21. They move largely independently of each other.

Fees and Cost Over Time

HGER charges 0.68% per year while VOO charges 0.03%. On a $10,000 position that is $68 vs $3 annually, a gap of $65 per year that compounds over a long holding period. On income, HGER currently yields 5.00% against 1.04% for VOO.

You are not choosing between two funds in isolation.

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

HGERVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HGER or VOO?

HGER has an expense ratio of 0.68% while VOO charges 0.03%. VOO is the cheaper option, by $65 a year on a $10,000 investment.

Which performed better, HGER or VOO?

Over the past year HGER returned +51.18% vs +16.61% for VOO, so HGER leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HGER or VOO?

VOO has been the more volatile fund at 15.6% annualized versus 13.7% for HGER. Worst drawdown: HGER -23.3% vs VOO -22.1%.

Should I hold both HGER and VOO?

HGER and VOO have a monthly-return correlation of 0.21, 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, HGER or VOO?

HGER yields 5.00% while VOO yields 1.04%, so HGER currently pays the higher dividend yield.

Is VOO better than HGER?

VOO has a lower expense ratio. HGER led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.