HYGH vs VOO

HYGH vs VOO

Which is better, HYGH or VOO?

High Yield Bond against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricHYGHVOO
Expense Ratio0.52%0.03%Best
AUM$656M$1.0T
Dividend Yield6.55%1.06%
Holdings403506
YTD Return+2.83%+13.57%Best
1Y Return+5.13%+17.55%Best
3Y Return (annualized)+8.57%+22.46%Best
5Y Return (annualized)+6.57%+13.28%Best
Volatility (annualized)6.7%Best14.7%
Max Drawdown-33.0%Best-34.3%
$10,000 over 5 years$13,746$18,654Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Blend
InceptionMay 27, 2014Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 29, 2014 to Oct 14, 2026 (12.4 years).

HYGH 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 12.4 years both funds cover.

HYGH vs VOO Performance

iShares Interest Rate Hedged High Yield Bond ETF (HYGH) is an ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year HYGH returned +5.13% while VOO returned +17.55%. Year to date, HYGH is up 2.83% versus a gain of 13.57% for VOO.

Over three years, HYGH compounded at +8.57% per year against +22.46% for VOO; over five years the annualized figures are +6.57% and +13.28% respectively. Across the full 12-year window we track, VOO has the edge at +12.61% annualized vs +1.75%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 6.7% for HYGH. 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 -33.0% for HYGH 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HYGH charges 0.52% per year while VOO charges 0.03%. On a $10,000 position that is $52 vs $3 annually, a gap of $49 per year that compounds over a long holding period. On income, HYGH currently yields 6.55% against 1.06% for VOO.

Holdings Overlap

We hold position weights for 2 holdings in HYGH and 504 in VOO, totalling 98.0% 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 HYGH and 504 in VOO, against full books of 403 and 506.

You are not choosing between two funds in isolation.

Whichever of HYGH and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

HYGHVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HYGH or VOO?

HYGH has an expense ratio of 0.52% while VOO charges 0.03%. VOO is the cheaper option, by $49 a year on a $10,000 investment.

Which performed better, HYGH or VOO?

Over the past year HYGH returned +5.13% vs +17.55% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (12 years), HYGH annualized +1.75% vs +12.61% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HYGH or VOO?

VOO has been the more volatile fund at 14.7% annualized versus 6.7% for HYGH. Worst drawdown: HYGH -33.0% vs VOO -34.3%.

Should I hold both HYGH and VOO?

HYGH and VOO have a monthly-return correlation of 0.78, 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, HYGH or VOO?

HYGH yields 6.55% while VOO yields 1.06%, so HYGH currently pays the higher dividend yield.

Is VOO better than HYGH?

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.