HYBX vs VOO

HYBX vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricHYBXVOOWinner
Expense Ratio0.50%0.03%
AUM-$997.4B
Dividend Yield7.83%1.08%
Holdings307509
YTD Return+2.71%+12.25%
1Y Return+4.95%+20.92%
3Y Return (annualized)-+21.79%
5Y Return (annualized)-+13.05%
Volatility (annualized)2.7%14.1%
Max Drawdown-3.9%-34.3%
Fund FamilyTCW ETFsVanguard (US)
CategoryFixed IncomeEquity
InceptionFeb 1, 1989Sep 7, 2010

HYBX vs VOO Performance

TCW High Yield Bond ETF (HYBX) is a ETF from TCW ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year HYBX returned +4.95% while VOO returned +20.92%. Year to date, HYBX is up 2.71% versus a gain of 12.25% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 2.7% for HYBX. 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 -3.9% for HYBX 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HYBX charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, HYBX currently yields 7.83% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

HYBX and VOO share 1 holdings out of 723 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HYBXWeight in VOODifference
CNP0.76%0.04%0.72%

Frequently Asked Questions

Which is cheaper, HYBX or VOO?

HYBX has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, HYBX or VOO?

Over the past year HYBX returned +4.95% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), HYBX annualized +5.49% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, HYBX or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 2.7% for HYBX. Worst drawdown: HYBX -3.9% vs VOO -34.3%.

Should I hold both HYBX and VOO?

HYBX and VOO have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HYBX and VOO?

HYBX and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 723 unique securities.

Which pays a higher dividend, HYBX or VOO?

HYBX yields 7.83% while VOO yields 1.08%, so HYBX currently pays the higher dividend yield.

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