HLAL vs VOO

Quick Verdict

VOO has a lower expense ratio. HLAL delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: HLALMore Diversified: VOO

Side-by-Side Comparison

MetricHLALVOOWinner
Expense Ratio0.50%0.03%
AUM$906M$979.0B
Dividend Yield0.45%1.09%
Holdings209509
YTD Return+17.13%+13.11%
1Y Return+32.78%+22.88%
3Y Return (annualized)+19.80%+21.08%
5Y Return (annualized)+14.03%+13.26%
Volatility (annualized)18.0%14.1%
Max Drawdown-33.6%-34.3%
Fund FamilyWahed InvestVanguard (US)
CategoryEquityEquity
InceptionJul 15, 2019Sep 7, 2010

HLAL vs VOO Performance

Wahed FTSE USA Shariah ETF (HLAL) is a ETF from Wahed Invest and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year HLAL returned +32.78% while VOO returned +22.88%. Year to date, HLAL is up 17.13% versus a gain of 13.11% for VOO.

Over three years, HLAL compounded at +19.80% per year against +21.08% for VOO; over five years the annualized figures are +14.03% and +13.26% respectively. Across the full 7-year window we track, HLAL has the edge at +17.08% annualized vs +13.54%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HLAL has been the more volatile fund, with annualized monthly volatility of 18.0% compared with 14.1% 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 -33.6% for HLAL 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

HLAL charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, HLAL currently yields 0.45% against 1.09% for VOO.

Holdings Overlap

53.1%overlap

HLAL and VOO share 188 holdings out of 525 unique holdings combined, representing a 53.1% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in HLALWeight in VOODifference
AAPL13.35%6.59%6.76%
MSFT9.25%4.30%4.95%
GOOGL6.72%3.25%3.47%
AVGOProProPro
GOOGProProPro
METAProProPro
TSLAProProPro
MUProProPro
LLYProProPro
AMDProProPro
See all 10 holdings HLAL shares with VOO
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, HLAL or VOO?

HLAL has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, HLAL or VOO?

Over the past year HLAL returned +32.78% vs +22.88% for VOO, so HLAL leads on 1-year performance. Over the longest common window we track (7 years), HLAL annualized +17.08% vs +13.54% for VOO. Past performance does not guarantee future results.

Which is riskier, HLAL or VOO?

HLAL has been the more volatile fund at 18.0% annualized versus 14.1% for VOO. Worst drawdown: HLAL -33.6% vs VOO -34.3%.

Should I hold both HLAL and VOO?

HLAL and VOO have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between HLAL and VOO?

HLAL and VOO share 188 common holdings with a 53.1% weight overlap. Combined, they hold 525 unique securities.

Which pays a higher dividend, HLAL or VOO?

HLAL yields 0.45% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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