HIDV vs VOO
AB US High Dividend ETF vs Vanguard S&P 500 ETF
Which is better, HIDV or VOO?
Nearly the same fund. VOO costs less.
VOO has a lower expense ratio. HIDV led over 1Y, VOO over 3Y and the full window. The two have moved almost in lockstep, correlation 0.96. HIDV is less concentrated, with 34.3% of the fund in its ten largest positions against 37.6%.
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 | HIDV | VOO |
|---|---|---|
| Expense Ratio | 0.35% | 0.03%Best |
| AUM | $204M | $997.4B |
| Dividend Yield | 2.23% | 1.04% |
| Holdings | 107 | 509 |
| YTD Return | +13.65% | +14.14%Best |
| 1Y Return | +17.41%Best | +17.31% |
| 3Y Return (annualized) | +22.18% | +23.16%Best |
| 5Y Return (annualized) | - | +13.85% |
| Volatility (annualized) | 12.4%Tie | 12.4%Tie |
| Max Drawdown | -18.8% | -18.7%Best |
| $10,000 over 3.5 years | $20,155 | $20,650Best |
| Top 10 Weight | 34.3%Best | 37.6% |
| Fund Family | AllianceBernstein L.P. | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 22, 2023 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 3.5 years row, are measured over the window both funds cover: Mar 22, 2023 to Sep 21, 2026 (3.5 years).
HIDV 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 3.5 years both funds cover.
HIDV vs VOO Performance
AB US High Dividend ETF (HIDV) is an ETF from AllianceBernstein L.P. and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year HIDV returned +17.41% while VOO returned +17.31%. Year to date, HIDV is up 13.65% versus a gain of 14.14% for VOO.
Over three years, HIDV compounded at +22.18% per year against +23.16% for VOO. Across the full 4-year window we track, VOO has the edge at +23.02% annualized vs +22.17%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HIDV and VOO have been equally volatile, both at 12.4% annualized.
The deepest peak-to-trough decline in our data was -18.8% for HIDV and -18.7% 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
HIDV charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, HIDV currently yields 2.23% against 1.04% for VOO.
Holdings Overlap
74.4% of HIDV's money is in holdings VOO also owns. 56.0% of VOO's money is in holdings HIDV also owns.
Most of HIDV is already inside VOO. Owning both mostly buys the same companies twice.
58 positions in common, counted across the 105 positions we hold weights for in HIDV and 494 in VOO, against full books of 107 and 509.
What only one of them owns
Our book lists 429 positions for VOO that do not appear in our book for HIDV (43.2% of the fund), and 41 for HIDV that do not appear in VOO (21.9%).
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.
Top Shared Holdings
| Stock | Weight in HIDV | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.91% | 7.55% | 0.36% |
| AAPLApple, Inc | 6.50% | 7.05% | 0.55% |
| MSFTMicrosoft Corp | 4.99% | 5.36% | 0.37% |
| AMZNAmazon.Com Inc | 3.10% | 4.13% | 1.03% |
| GOOGLAlphabet Inc,class A | 3.04% | 3.24% | 0.20% |
| AVGOBroadcom Inc | 1.94% | 2.86% | 0.92% |
| GOOGAlphabet Inc | 1.64% | 2.62% | 0.98% |
| MUMicron Technology, Inc. | 2.43% | 1.44% | 0.99% |
| METAMeta Platforms Inc | 1.20% | 1.90% | 0.70% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.43% | 0.71% | 0.72% |
74.4% of HIDV is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, HIDV or VOO?
HIDV has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, HIDV or VOO?
Over the past year HIDV returned +17.41% vs +17.31% for VOO, so HIDV leads on 1-year performance. Over the longest common window we track (4 years), HIDV annualized +22.17% vs +23.02% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HIDV or VOO?
HIDV and VOO have been equally volatile, both at 12.4% annualized. Worst drawdown: HIDV -18.8% vs VOO -18.7%.
Should I hold both HIDV and VOO?
HIDV and VOO have a monthly-return correlation of 0.96, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between HIDV and VOO?
74.4% of HIDV's money is in holdings VOO also owns. 56.0% of VOO's is in holdings HIDV also owns. They hold 58 positions in common, counted across the 105 positions we hold weights for in HIDV and 494 in VOO.
Which pays a higher dividend, HIDV or VOO?
HIDV yields 2.23% while VOO yields 1.04%, so HIDV currently pays the higher dividend yield.
Is VOO better than HIDV?
VOO has a lower expense ratio. HIDV led over 1Y, VOO over 3Y and the full window. The two have moved almost in lockstep, correlation 0.96. HIDV is less concentrated, with 34.3% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.