HYKE vs VOO

HYKE 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

MetricHYKEVOOWinner
Expense Ratio0.93%0.03%
AUM$1M$997.4B
Dividend Yield1.61%1.08%
Holdings4509
YTD Return+8.40%+12.25%
1Y Return+6.59%+20.92%
3Y Return (annualized)-+21.79%
5Y Return (annualized)-+13.05%
Volatility (annualized)17.3%14.1%
Max Drawdown-21.6%-34.3%
Fund FamilyVestVanguard (US)
CategoryAlternativeEquity
InceptionJan 10, 2024Sep 7, 2010

HYKE vs VOO Performance

Vest 2 Year Interest Rate Hedge ETF (HYKE) is a ETF from Vest and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year HYKE returned +6.59% while VOO returned +20.92%. Year to date, HYKE is up 8.40% versus a gain of 12.25% for VOO.

Risk: Volatility and Drawdowns

HYKE has been the more volatile fund, with annualized monthly volatility of 17.3% 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 -21.6% for HYKE 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 -0.06. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HYKE charges 0.93% per year while VOO charges 0.03%. On a $10,000 position that is $93 vs $3 annually, a gap of $90 per year that compounds over a long holding period. On income, HYKE currently yields 1.61% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

HYKE 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, HYKE or VOO?

HYKE has an expense ratio of 0.93% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $90 per year of difference.

Which performed better, HYKE or VOO?

Over the past year HYKE returned +6.59% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), HYKE annualized +6.26% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, HYKE or VOO?

HYKE has been the more volatile fund at 17.3% annualized versus 14.1% for VOO. Worst drawdown: HYKE -21.6% vs VOO -34.3%.

Should I hold both HYKE and VOO?

HYKE and VOO have a monthly-return correlation of -0.06, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HYKE and VOO?

HYKE and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, HYKE or VOO?

HYKE yields 1.61% while VOO yields 1.08%, so HYKE currently pays the higher dividend yield.

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