HHDVX vs. VOO
Compare and contrast key facts about Hamlin High Dividend Equity Fund (HHDVX) and Vanguard S&P 500 ETF (VOO).
HHDVX is managed by Hamlin Funds. It was launched on Mar 30, 2012. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HHDVX or VOO.
Correlation
The correlation between HHDVX and VOO is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HHDVX vs. VOO - Performance Comparison
Key characteristics
HHDVX:
0.62
VOO:
0.52
HHDVX:
1.06
VOO:
0.89
HHDVX:
1.14
VOO:
1.13
HHDVX:
0.77
VOO:
0.57
HHDVX:
3.14
VOO:
2.18
HHDVX:
3.48%
VOO:
4.85%
HHDVX:
15.89%
VOO:
19.11%
HHDVX:
-36.13%
VOO:
-33.99%
HHDVX:
-5.46%
VOO:
-7.67%
Returns By Period
In the year-to-date period, HHDVX achieves a -0.83% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, HHDVX has underperformed VOO with an annualized return of 9.00%, while VOO has yielded a comparatively higher 12.42% annualized return.
HHDVX
-0.83%
3.39%
-3.23%
9.74%
16.33%
9.00%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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HHDVX vs. VOO - Expense Ratio Comparison
HHDVX has a 1.15% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
HHDVX vs. VOO — Risk-Adjusted Performance Rank
HHDVX
VOO
HHDVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hamlin High Dividend Equity Fund (HHDVX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HHDVX vs. VOO - Dividend Comparison
HHDVX's dividend yield for the trailing twelve months is around 5.62%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HHDVX Hamlin High Dividend Equity Fund | 5.62% | 5.58% | 1.84% | 3.95% | 4.11% | 2.99% | 2.52% | 8.93% | 1.76% | 2.36% | 2.57% | 6.17% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HHDVX vs. VOO - Drawdown Comparison
The maximum HHDVX drawdown since its inception was -36.13%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HHDVX and VOO. For additional features, visit the drawdowns tool.
Volatility
HHDVX vs. VOO - Volatility Comparison
The current volatility for Hamlin High Dividend Equity Fund (HHDVX) is 5.25%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that HHDVX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.