HQGO vs VOO

HQGO vs VOO

Which is better, HQGO or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 37.7%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: 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

MetricHQGOVOO
Expense Ratio0.34%0.03%Best
AUM$50M$997.4B
Dividend Yield0.45%1.04%
Holdings164509
YTD Return+11.57%+12.37%Best
1Y Return+13.61%+16.61%Best
3Y Return (annualized)-+21.37%
5Y Return (annualized)-+13.49%
Volatility (annualized)12.8%11.8%Best
Max Drawdown-20.9%-18.7%Best
$10,000 over 2.8 years$17,081$17,454Best
Top 10 Weight37.7%37.6%Best
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionDec 5, 2023Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 6, 2023 to Sep 18, 2026 (2.8 years).

HQGO 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 2.8 years both funds cover.

HQGO vs VOO Performance

Hartford US Quality Growth ETF (HQGO) is an ETF from Hartford Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year HQGO returned +13.61% while VOO returned +16.61%. Year to date, HQGO is up 11.57% versus a gain of 12.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HQGO has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 11.8% for VOO. 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 -20.9% for HQGO 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

HQGO charges 0.34% per year while VOO charges 0.03%. On a $10,000 position that is $34 vs $3 annually, a gap of $31 per year that compounds over a long holding period. On income, HQGO currently yields 0.45% against 1.04% for VOO.

Holdings Overlap

HQGO already in VOO85.2%
VOO already in HQGO60.1%

85.2% of HQGO's money is in holdings VOO also owns. 60.1% of VOO's money is in holdings HQGO also owns.

Most of HQGO is already inside VOO. Owning both mostly buys the same companies twice.

115 positions in common, counted across the 161 positions we hold weights for in HQGO and 494 in VOO, against full books of 164 and 509.

What only one of them owns

Our book lists 372 positions for VOO that do not appear in our book for HQGO (39.1% of the fund), and 45 for HQGO that do not appear in VOO (14.4%).

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

StockWeight in HQGOWeight in VOODifference
NVDANvidia Corp5.65%7.55%1.90%
AAPLApple, Inc5.22%7.05%1.83%
MSFTMicrosoft Corp4.88%5.36%0.48%
AMZNAmazon.Com Inc5.01%4.13%0.88%
GOOGLAlphabet Inc,class A4.80%3.24%1.56%
AVGOBroadcom Inc3.33%2.86%0.47%
METAMeta Platforms Inc2.62%1.90%0.72%
JPMJpmorgan Chase2.09%1.46%0.63%
LLYEli Lilly & Co.1.95%1.41%0.54%
TSLATesla Inc1.96%1.36%0.60%

85.2% of HQGO 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.

HQGOVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HQGO or VOO?

HQGO has an expense ratio of 0.34% while VOO charges 0.03%. VOO is the cheaper option, by $31 a year on a $10,000 investment.

Which performed better, HQGO or VOO?

Over the past year HQGO returned +13.61% vs +16.61% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HQGO or VOO?

HQGO has been the more volatile fund at 12.8% annualized versus 11.8% for VOO. Worst drawdown: HQGO -20.9% vs VOO -18.7%.

Should I hold both HQGO and VOO?

HQGO and VOO have a monthly-return correlation of 0.97, 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 HQGO and VOO?

85.2% of HQGO's money is in holdings VOO also owns. 60.1% of VOO's is in holdings HQGO also owns. They hold 115 positions in common, counted across the 161 positions we hold weights for in HQGO and 494 in VOO.

Which pays a higher dividend, HQGO or VOO?

HQGO yields 0.45% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than HQGO?

VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 37.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.