HSBH vs VOO
HSBC Holdings PLC ADRhedged vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. HSBH delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | HSBH | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.03% | |
| AUM | $1M | $979.0B | |
| Dividend Yield | 2.38% | 1.09% | |
| Holdings | 2 | 509 | |
| YTD Return | +31.76% | +14.48% | |
| 1Y Return | +65.63% | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.36% | |
| Volatility (annualized) | 18.0% | 14.2% | |
| Max Drawdown | -20.7% | -34.3% | |
| Fund Family | ADRH | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Oct 1, 2024 | Sep 7, 2010 |
HSBH vs VOO Performance
HSBC Holdings PLC ADRhedged (HSBH) is a ETF from ADRH and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year HSBH returned +65.63% while VOO returned +22.02%. Year to date, HSBH is up 31.76% versus a gain of 14.48% for VOO.
Risk: Volatility and Drawdowns
HSBH has been the more volatile fund, with annualized monthly volatility of 18.0% compared with 14.2% 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 -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 0.30. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.09% for VOO.
Holdings Overlap
HSBH and VOO share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $16 per year of difference.
Which performed better, HSBH or VOO?
Over the past year HSBH returned +65.63% vs +22.02% for VOO, so HSBH leads on 1-year performance. Over the longest common window we track (2 years), HSBH annualized +59.23% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, HSBH or VOO?
HSBH has been the more volatile fund at 18.0% annualized versus 14.2% for VOO. Worst drawdown: HSBH -20.7% vs VOO -34.3%.
Should I hold both HSBH and VOO?
HSBH and VOO have a monthly-return correlation of 0.30, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HSBH and VOO?
HSBH and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, HSBH or VOO?
HSBH yields 2.38% while VOO yields 1.09%, so HSBH currently pays the higher dividend yield.
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