HTUS vs VOO
Hull Tactical US ETF vs Vanguard S&P 500 ETF
Which is better, HTUS or VOO?
Multi Alternative against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.
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
| Metric | HTUS | VOO |
|---|---|---|
| Expense Ratio | 0.96% | 0.03%Best |
| AUM | $164M | $997.4B |
| Dividend Yield | 1.19% | 1.04% |
| Holdings | 21 | 509 |
| YTD Return | +14.35%Best | +12.37% |
| 1Y Return | +7.07% | +16.61%Best |
| 3Y Return (annualized) | +18.00% | +21.37%Best |
| 5Y Return (annualized) | +6.47% | +13.49%Best |
| Volatility (annualized) | 16.1% | 15.2%Best |
| Max Drawdown | -50.7% | -34.3%Best |
| $10,000 over 5 years | $13,682 | $18,827Best |
| Fund Family | Hull Tactical Asset Allocation, LLC | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Blend |
| Inception | Jun 24, 2015 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jun 25, 2015 to Sep 18, 2026 (11.2 years).
HTUS 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 11.2 years both funds cover.
HTUS vs VOO Performance
Hull Tactical US ETF (HTUS) is an ETF from Hull Tactical Asset Allocation, LLC and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year HTUS returned +7.07% while VOO returned +16.61%. Year to date, HTUS is up 14.35% versus a gain of 12.37% for VOO.
Over three years, HTUS compounded at +18.00% per year against +21.37% for VOO; over five years the annualized figures are +6.47% and +13.49% respectively. Across the full 11-year window we track, VOO has the edge at +12.99% annualized vs +5.47%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HTUS has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 15.2% 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 -50.7% for HTUS and -34.3% 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HTUS charges 0.96% per year while VOO charges 0.03%. On a $10,000 position that is $96 vs $3 annually, a gap of $93 per year that compounds over a long holding period. On income, HTUS currently yields 1.19% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 1 holding in HTUS and 494 in VOO, totalling 79.5% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in HTUS and 494 in VOO, against full books of 21 and 509.
You are not choosing between two funds in isolation.
Whichever of HTUS and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HTUS or VOO?
HTUS has an expense ratio of 0.96% while VOO charges 0.03%. VOO is the cheaper option, by $93 a year on a $10,000 investment.
Which performed better, HTUS or VOO?
Over the past year HTUS returned +7.07% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (11 years), HTUS annualized +5.47% vs +12.99% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HTUS or VOO?
HTUS has been the more volatile fund at 16.1% annualized versus 15.2% for VOO. Worst drawdown: HTUS -50.7% vs VOO -34.3%.
Should I hold both HTUS and VOO?
HTUS and VOO have a monthly-return correlation of 0.82, 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, HTUS or VOO?
HTUS yields 1.19% while VOO yields 1.04%, so HTUS currently pays the higher dividend yield.
Is VOO better than HTUS?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.