HTEC vs VOO

Quick Verdict

VOO has a lower expense ratio. HTEC delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: HTECMore Diversified: VOO

Side-by-Side Comparison

MetricHTECVOOWinner
Expense Ratio0.68%0.03%
AUM$75M$979.0B
Dividend Yield0.92%1.09%
Holdings60509
YTD Return+14.72%+13.80%
1Y Return+44.36%+23.71%
3Y Return (annualized)+12.41%+21.50%
5Y Return (annualized)-3.20%+13.44%
Volatility (annualized)22.0%14.1%
Max Drawdown-57.5%-34.3%
Fund FamilyRobo GlobalVanguard (US)
CategoryEquityEquity
InceptionJun 25, 2019Sep 7, 2010

HTEC vs VOO Performance

ROBO Global Healthcare Technology and Innovation ETF (HTEC) is a ETF from Robo Global and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year HTEC returned +44.36% while VOO returned +23.71%. Year to date, HTEC is up 14.72% versus a gain of 13.80% for VOO.

Over three years, HTEC compounded at +12.41% per year against +21.50% for VOO; over five years the annualized figures are -3.20% and +13.44% respectively. Across the full 7-year window we track, VOO has the edge at +13.58% annualized vs +7.68%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HTEC has been the more volatile fund, with annualized monthly volatility of 22.0% 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 -57.5% for HTEC 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HTEC charges 0.68% per year while VOO charges 0.03%. On a $10,000 position that is $68 vs $3 annually, a gap of $65 per year that compounds over a long holding period. On income, HTEC currently yields 0.92% against 1.09% for VOO.

Holdings Overlap

2.2%overlap

HTEC and VOO share 20 holdings out of 544 unique holdings combined, representing a 2.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HTECWeight in VOODifference
VRTX1.92%0.20%1.72%
TMO1.83%0.29%1.54%
ISRG1.86%0.22%1.64%
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Frequently Asked Questions

Which is cheaper, HTEC or VOO?

HTEC has an expense ratio of 0.68% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $65 per year of difference.

Which performed better, HTEC or VOO?

Over the past year HTEC returned +44.36% vs +23.71% for VOO, so HTEC leads on 1-year performance. Over the longest common window we track (7 years), HTEC annualized +7.68% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, HTEC or VOO?

HTEC has been the more volatile fund at 22.0% annualized versus 14.1% for VOO. Worst drawdown: HTEC -57.5% vs VOO -34.3%.

Should I hold both HTEC and VOO?

HTEC and VOO have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HTEC and VOO?

HTEC and VOO share 20 common holdings with a 2.2% weight overlap. Combined, they hold 544 unique securities.

Which pays a higher dividend, HTEC or VOO?

HTEC yields 0.92% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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