HFGM vs VOO
Unlimited HFGM Global Macro ETF vs Vanguard S&P 500 ETF
Which is better, HFGM or VOO?
Multi Alternative against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y 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 | HFGM | VOO |
|---|---|---|
| Expense Ratio | 1.01% | 0.03%Best |
| AUM | $160M | $1.0T |
| Dividend Yield | 10.34% | 1.06% |
| Holdings | 34 | 506 |
| YTD Return | +6.08% | +13.89%Best |
| 1Y Return | +5.27% | +17.36%Best |
| 3Y Return (annualized) | - | +22.55% |
| 5Y Return (annualized) | - | +13.17% |
| Volatility (annualized) | 16.4% | 11.8%Best |
| Max Drawdown | -15.1% | -8.9%Best |
| $10,000 over 1.5 years | $13,573 | $14,609Best |
| Fund Family | Unlimited Funds | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Blend |
| Inception | Apr 14, 2025 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Apr 15, 2025 to Oct 15, 2026 (1.5 years).
HFGM 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 1.5 years both funds cover.
HFGM vs VOO Performance
Unlimited HFGM Global Macro ETF (HFGM) is an ETF from Unlimited Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year HFGM returned +5.27% while VOO returned +17.36%. Year to date, HFGM is up 6.08% versus a gain of 13.89% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HFGM has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 11.8% 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 -15.1% for HFGM and -8.9% 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 0.41. They move together some of the time, and apart the rest.
Fees and Cost Over Time
HFGM charges 1.01% per year while VOO charges 0.03%. On a $10,000 position that is $101 vs $3 annually, a gap of $98 per year that compounds over a long holding period. On income, HFGM currently yields 10.34% against 1.06% for VOO.
Holdings Overlap
We hold position weights for 2 holdings in HFGM and 504 in VOO, totalling 78.2% and 100.1% 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 2 positions we hold weights for in HFGM and 504 in VOO, against full books of 34 and 506.
You are not choosing between two funds in isolation.
Whichever of HFGM 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, HFGM or VOO?
HFGM has an expense ratio of 1.01% while VOO charges 0.03%. VOO is the cheaper option, by $98 a year on a $10,000 investment.
Which performed better, HFGM or VOO?
Over the past year HFGM returned +5.27% vs +17.36% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), HFGM annualized +22.59% vs +28.75% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HFGM or VOO?
HFGM has been the more volatile fund at 16.4% annualized versus 11.8% for VOO. Worst drawdown: HFGM -15.1% vs VOO -8.9%.
Should I hold both HFGM and VOO?
HFGM and VOO have a monthly-return correlation of 0.41, 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, HFGM or VOO?
HFGM yields 10.34% while VOO yields 1.06%, so HFGM currently pays the higher dividend yield.
Is VOO better than HFGM?
VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.