HGRO vs VOO

HGRO vs VOO

Which is better, HGRO or VOO?

Large Cap Growth 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

MetricHGROVOO
Expense Ratio0.70%0.03%Best
AUM$125M$997.4B
Dividend Yield0.07%1.04%
Holdings51509
YTD Return+4.63%+12.23%Best
1Y Return+11.10%+18.60%Best
3Y Return (annualized)-+20.98%
5Y Return (annualized)-+12.76%
Volatility (annualized)10.7%Best12.0%
Max Drawdown-7.6%Best-8.9%
$10,000 over 1.2 years$11,838$12,747Best
Fund FamilyHedgeye Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 10, 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: Jun 11, 2025 to Sep 9, 2026 (1.2 years).

HGRO 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.

HGRO vs VOO Performance

Hedgeye Quality Growth ETF (HGRO) is an ETF from Hedgeye Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year HGRO returned +11.10% while VOO returned +18.60%. Year to date, HGRO is up 4.63% 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 12.0% compared with 10.7% for HGRO. 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 -7.6% for HGRO 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HGRO 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, HGRO currently yields 0.07% against 1.04% for VOO.

Holdings Overlap

VOO already in HGRO27.3%

At least 27.3% of VOO's money is in holdings HGRO also owns.

Stated as a floor: for HGRO, our book for it covers 88.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VOO and HGRO share little of their money.

The two holdings books were reported 65 days apart, HGRO as of Sep 3, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

25 positions in common, counted across the 39 positions we hold weights for in HGRO and 505 in VOO, against full books of 51 and 509.

Top Shared Holdings

StockWeight in HGROWeight in VOODifference
AAPLApple, Inc8.42%6.59%1.83%
NVDANvidia Corp.1.06%7.51%6.45%
PHParker-Hannifin Corp.8.20%0.19%8.01%
NEMNewmont Corp Common8.01%0.15%7.86%
MSFTMicrosoft Corp2.11%4.30%2.19%
JPMJpmorgan Chase2.96%1.26%1.70%
LLYEli Lilly & Co.1.50%1.47%0.03%
VLOValero Energy2.81%0.12%2.69%
VRTXNvaesrtex Pharmaceuticals Inc2.45%0.20%2.25%
MCOMoody'S Corp.2.50%0.11%2.39%

27.3% of VOO is already inside HGRO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

HGROVOO

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Frequently Asked Questions

Which is cheaper, HGRO or VOO?

HGRO has an expense ratio of 0.70% while VOO charges 0.03%. VOO is the cheaper option, by $67 a year on a $10,000 investment.

Which performed better, HGRO or VOO?

Over the past year HGRO returned +11.10% vs +18.60% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), HGRO annualized +15.10% vs +22.42% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HGRO or VOO?

VOO has been the more volatile fund at 12.0% annualized versus 10.7% for HGRO. Worst drawdown: HGRO -7.6% vs VOO -8.9%.

Should I hold both HGRO and VOO?

HGRO and VOO have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between HGRO and VOO?

At least 27.3% of VOO's money is in holdings HGRO also owns. Our book for HGRO is partial, so the real figure is this or higher. They hold 25 positions in common, counted across the 39 positions we hold weights for in HGRO and 505 in VOO.

Which pays a higher dividend, HGRO or VOO?

HGRO yields 0.07% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than HGRO?

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.