HBRD vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: TiedMore Diversified: VOO

Side-by-Side Comparison

MetricHBRDVOOWinner
Expense Ratio0.40%0.03%
AUM$15M$979.0B
Dividend Yield1.99%1.09%
Holdings172509
YTD Return-0.32%+9.95%
1Y Return-+19.58%
3Y Return (annualized)-+19.43%
5Y Return (annualized)-+12.89%
Volatility (annualized)-14.2%
Max Drawdown-2.9%-34.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionFeb 25, 2026Sep 7, 2010

HBRD vs VOO Performance

Invesco US Hybrid Bond ETF (HBRD) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, HBRD is down 0.32% versus a gain of 9.95% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.9% for HBRD and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

HBRD charges 0.40% per year while VOO charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, HBRD currently yields 1.99% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

HBRD and VOO share 1 holdings out of 639 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HBRDWeight in VOODifference
CNP0.51%0.04%0.47%

Frequently Asked Questions

Which is cheaper, HBRD or VOO?

HBRD has an expense ratio of 0.40% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

What is the holdings overlap between HBRD and VOO?

HBRD and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 639 unique securities.

Which pays a higher dividend, HBRD or VOO?

HBRD yields 1.99% while VOO yields 1.09%, so HBRD currently pays the higher dividend yield.

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