HYDB vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricHYDBVOOWinner
Expense Ratio0.35%0.03%
AUM$1.6B$979.0B
Dividend Yield6.99%1.09%
Holdings265509
YTD Return-2.09%+13.53%
1Y Return+0.55%+23.65%
3Y Return (annualized)+7.02%+21.27%
5Y Return (annualized)+3.71%+13.52%
Volatility (annualized)7.7%14.1%
Max Drawdown-21.6%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJul 11, 2017Sep 7, 2010

HYDB vs VOO Performance

iShares High Yield Systematic Bond ETF (HYDB) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year HYDB returned +0.55% while VOO returned +23.65%. Year to date, HYDB is down 2.09% versus a gain of 13.53% for VOO.

Over three years, HYDB compounded at +7.02% per year against +21.27% for VOO; over five years the annualized figures are +3.71% and +13.52% respectively. Across the full 9-year window we track, VOO has the edge at +13.57% annualized vs +4.94%. 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 7.7% for HYDB. 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 -21.6% for HYDB 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HYDB charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, HYDB currently yields 6.99% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

HYDB and VOO share 0 holdings out of 708 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, HYDB or VOO?

HYDB has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, HYDB or VOO?

Over the past year HYDB returned +0.55% vs +23.65% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), HYDB annualized +4.94% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, HYDB or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 7.7% for HYDB. Worst drawdown: HYDB -21.6% vs VOO -34.3%.

Should I hold both HYDB and VOO?

HYDB and VOO have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HYDB and VOO?

HYDB and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 708 unique securities.

Which pays a higher dividend, HYDB or VOO?

HYDB yields 6.99% while VOO yields 1.09%, so HYDB currently pays the higher dividend yield.

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