BEEZ vs VOO
Honeytree US Equity ETF vs Vanguard S&P 500 ETF
Which is better, BEEZ or VOO?
VOO has been ahead.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 46.3%.
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 | BEEZ | VOO |
|---|---|---|
| Expense Ratio | 0.64% | 0.03%Best |
| AUM | $6M | $1.0T |
| Dividend Yield | 0.54% | 1.06% |
| Holdings | 50 | 506 |
| YTD Return | +6.12% | +13.57%Best |
| 1Y Return | +6.24% | +17.55%Best |
| 3Y Return (annualized) | +10.94% | +22.46%Best |
| 5Y Return (annualized) | - | +13.28% |
| Volatility (annualized) | 11.7% | 11.6%Best |
| Max Drawdown | -18.6%Best | -18.7% |
| $10,000 over 2.9 years | $13,513 | $17,662Best |
| Top 10 Weight | 46.3% | 37.9%Best |
| Fund Family | Honeytree | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 6, 2023 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 21, 2023 to Oct 14, 2026 (2.9 years).
BEEZ 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 2.9 years both funds cover.
BEEZ vs VOO Performance
Honeytree US Equity ETF (BEEZ) is an ETF from Honeytree and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BEEZ returned +6.24% while VOO returned +17.55%. Year to date, BEEZ is up 6.12% versus a gain of 13.57% for VOO.
Over three years, BEEZ compounded at +10.94% per year against +22.46% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BEEZ has been the more volatile fund, with annualized monthly volatility of 11.7% compared with 11.6% 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 -18.6% for BEEZ and -18.7% 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BEEZ charges 0.64% per year while VOO charges 0.03%. On a $10,000 position that is $64 vs $3 annually, a gap of $61 per year that compounds over a long holding period. On income, BEEZ currently yields 0.54% against 1.06% for VOO.
Holdings Overlap
77.4% of BEEZ's money is in holdings VOO also owns. 4.7% of VOO's money is in holdings BEEZ also owns.
Most of BEEZ is already inside VOO. Owning both mostly buys the same companies twice.
18 positions in common, counted across the 24 positions we hold weights for in BEEZ and 504 in VOO, against full books of 50 and 506.
What only one of them owns
Our book lists 481 positions for VOO that do not appear in our book for BEEZ (95.0% of the fund), and 5 for BEEZ that do not appear in VOO (17.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BEEZ | Weight in VOO | Difference |
|---|---|---|---|
| NOWServicenow, Inc. | 5.16% | 0.23% | 4.93% |
| VVisa Inc Class A | 4.44% | 0.93% | 3.51% |
| TMOThermo Fisherscientific Inc. | 4.91% | 0.35% | 4.56% |
| MAMastercard Inc | 4.34% | 0.72% | 3.62% |
| AAgilent Technologies Inc | 4.97% | 0.07% | 4.90% |
| LRCXLam Research Corp | 4.41% | 0.57% | 3.84% |
| COSTCostco Wholesale Corp. | 4.26% | 0.63% | 3.63% |
| LINLinde Plc (united Kingdom) | 4.39% | 0.34% | 4.05% |
| CTASCintas Corp. | 4.38% | 0.10% | 4.28% |
| FASTFastenal Co. | 4.35% | 0.09% | 4.26% |
77.4% of BEEZ is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BEEZ or VOO?
BEEZ has an expense ratio of 0.64% while VOO charges 0.03%. VOO is the cheaper option, by $61 a year on a $10,000 investment.
Which performed better, BEEZ or VOO?
Over the past year BEEZ returned +6.24% vs +17.55% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BEEZ or VOO?
BEEZ has been the more volatile fund at 11.7% annualized versus 11.6% for VOO. Worst drawdown: BEEZ -18.6% vs VOO -18.7%.
Should I hold both BEEZ and VOO?
BEEZ and VOO have a monthly-return correlation of 0.72, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BEEZ and VOO?
77.4% of BEEZ's money is in holdings VOO also owns. 4.7% of VOO's is in holdings BEEZ also owns. They hold 18 positions in common, counted across the 24 positions we hold weights for in BEEZ and 504 in VOO.
Which pays a higher dividend, BEEZ or VOO?
BEEZ yields 0.54% while VOO yields 1.06%, so VOO currently pays the higher dividend yield.
Is VOO better than BEEZ?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 46.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.