HCRB vs VOO
HCRB vs VOO
Hartford Core Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. HCRB offers more diversification with 613 holdings.
Side-by-Side Comparison
| Metric | HCRB | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.03% | |
| AUM | $401M | $979.0B | |
| Dividend Yield | 4.03% | 1.09% | |
| Holdings | 852 | 509 | |
| YTD Return | -2.67% | +11.51% | |
| 1Y Return | -0.89% | +21.46% | |
| 3Y Return (annualized) | +3.46% | +20.86% | |
| 5Y Return (annualized) | -0.93% | +13.01% | |
| Volatility (annualized) | 6.2% | 14.1% | |
| Max Drawdown | -19.9% | -34.3% | |
| Fund Family | Hartford Funds | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Feb 19, 2020 | Sep 7, 2010 |
HCRB vs VOO Performance
Hartford Core Bond ETF (HCRB) is a ETF from Hartford Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year HCRB returned -0.89% while VOO returned +21.46%. Year to date, HCRB is down 2.67% versus a gain of 11.51% for VOO.
Over three years, HCRB compounded at +3.46% per year against +20.86% for VOO; over five years the annualized figures are -0.93% and +13.01% respectively. Across the full 7-year window we track, VOO has the edge at +13.44% annualized vs +0.22%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 6.2% for HCRB. 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 -19.9% for HCRB 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HCRB charges 0.29% per year while VOO charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, HCRB currently yields 4.03% against 1.09% for VOO.
Holdings Overlap
HCRB and VOO share 1 holdings out of 1117 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in HCRB | Weight in VOO | Difference |
|---|---|---|---|
| KDP | 0.04% | 0.07% | 0.03% |
Frequently Asked Questions
Which is cheaper, HCRB or VOO?
HCRB has an expense ratio of 0.29% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
Which performed better, HCRB or VOO?
Over the past year HCRB returned -0.89% vs +21.46% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), HCRB annualized +0.22% vs +13.44% for VOO. Past performance does not guarantee future results.
Which is riskier, HCRB or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 6.2% for HCRB. Worst drawdown: HCRB -19.9% vs VOO -34.3%.
Should I hold both HCRB and VOO?
HCRB and VOO have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HCRB and VOO?
HCRB and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 1117 unique securities.
Which pays a higher dividend, HCRB or VOO?
HCRB yields 4.03% while VOO yields 1.09%, so HCRB currently pays the higher dividend yield.
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