HSBH vs VOO

HSBH vs VOO

Which is better, HSBH or VOO?

Multi Alternative against Large Cap Blend.

VOO has a lower expense ratio. HSBH led over 1Y and the full window.

Lower Fees: VOOHigher Returns: HSBH

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

MetricHSBHVOO
Expense Ratio0.19%0.03%Best
AUM$1M$997.4B
Dividend Yield2.38%1.08%
Holdings2509
YTD Return+34.96%Best+13.81%
1Y Return+67.25%Best+21.53%
3Y Return (annualized)-+21.46%
5Y Return (annualized)-+12.87%
Volatility (annualized)17.8%12.8%Best
Max Drawdown-20.7%-18.7%Best
$10,000 over 1.9 years$24,133Best$13,899
Fund FamilyADRHVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionOct 1, 2024Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 7, 2024 to Sep 3, 2026 (1.9 years).

HSBH 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 1.9 years both funds cover.

HSBH vs VOO Performance

HSBC Holdings PLC ADRhedged (HSBH) is an ETF from ADRH and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year HSBH returned +67.25% while VOO returned +21.53%. Year to date, HSBH is up 34.96% versus a gain of 13.81% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HSBH has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 12.8% 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 -20.7% for HSBH 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 0.32. They move together some of the time, and apart the rest.

Fees and Cost Over Time

HSBH charges 0.19% per year while VOO charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, HSBH currently yields 2.38% against 1.08% for VOO.

Holdings Overlap

We hold position weights for 1 holding in HSBH and 505 in VOO, totalling 98.7% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 48 days apart, HSBH as of Aug 17, 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.

0 positions in common, counted across the 1 positions we hold weights for in HSBH and 505 in VOO, against full books of 2 and 509.

You are not choosing between two funds in isolation.

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

HSBHVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HSBH or VOO?

HSBH has an expense ratio of 0.19% while VOO charges 0.03%. VOO is the cheaper option, by $16 a year on a $10,000 investment.

Which performed better, HSBH or VOO?

Over the past year HSBH returned +67.25% vs +21.53% for VOO, so HSBH leads on 1-year performance. Over the longest common window we track (2 years), HSBH annualized +58.99% vs +18.92% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HSBH or VOO?

HSBH has been the more volatile fund at 17.8% annualized versus 12.8% for VOO. Worst drawdown: HSBH -20.7% vs VOO -18.7%.

Should I hold both HSBH and VOO?

HSBH and VOO have a monthly-return correlation of 0.32, 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, HSBH or VOO?

HSBH yields 2.38% while VOO yields 1.08%, so HSBH currently pays the higher dividend yield.

Is VOO better than HSBH?

VOO has a lower expense ratio. HSBH 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.