HRTS vs VOO
Tema Heart & Health ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. HRTS delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | HRTS | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $55M | $979.0B | |
| Dividend Yield | 1.30% | 1.09% | |
| Holdings | 45 | 509 | |
| YTD Return | +6.60% | +13.44% | |
| 1Y Return | +38.03% | +22.62% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 17.5% | 14.1% | |
| Max Drawdown | -24.7% | -34.3% | |
| Fund Family | Tema Global Limited | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 20, 2023 | Sep 7, 2010 |
HRTS vs VOO Performance
Tema Heart & Health ETF (HRTS) is a ETF from Tema Global Limited and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year HRTS returned +38.03% while VOO returned +22.62%. Year to date, HRTS is up 6.60% versus a gain of 13.44% for VOO.
Risk: Volatility and Drawdowns
HRTS has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 14.1% 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 -24.7% for HRTS and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HRTS charges 0.75% per year while VOO charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, HRTS currently yields 1.30% against 1.09% for VOO.
Holdings Overlap
HRTS and VOO share 21 holdings out of 528 unique holdings combined, representing a 6.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HRTS or VOO?
HRTS has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, HRTS or VOO?
Over the past year HRTS returned +38.03% vs +22.62% for VOO, so HRTS leads on 1-year performance. Over the longest common window we track (3 years), HRTS annualized +15.44% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, HRTS or VOO?
HRTS has been the more volatile fund at 17.5% annualized versus 14.1% for VOO. Worst drawdown: HRTS -24.7% vs VOO -34.3%.
Should I hold both HRTS and VOO?
HRTS and VOO have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HRTS and VOO?
HRTS and VOO share 21 common holdings with a 6.9% weight overlap. Combined, they hold 528 unique securities.
Which pays a higher dividend, HRTS or VOO?
HRTS yields 1.30% while VOO yields 1.09%, so HRTS currently pays the higher dividend yield.
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