HNDDX vs. VOO
Compare and contrast key facts about Horizon Active Dividend Fund (HNDDX) and Vanguard S&P 500 ETF (VOO).
HNDDX is managed by Horizon Investments. It was launched on Dec 28, 2016. 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.
Performance
HNDDX vs. VOO - Performance Comparison
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HNDDX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HNDDX Horizon Active Dividend Fund | -0.99% | 18.89% | 21.66% | 6.24% | -6.91% | 20.42% | -3.24% | 17.20% | -8.46% | 22.95% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 20.93% |
Returns By Period
In the year-to-date period, HNDDX achieves a -0.99% return, which is significantly higher than VOO's -3.66% return.
HNDDX
- 1D
- 2.59%
- 1M
- -4.23%
- YTD
- -0.99%
- 6M
- 1.68%
- 1Y
- 19.81%
- 3Y*
- 15.66%
- 5Y*
- 9.14%
- 10Y*
- —
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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HNDDX vs. VOO - Expense Ratio Comparison
HNDDX has a 1.10% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
HNDDX vs. VOO — Risk / Return Rank
HNDDX
VOO
HNDDX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Active Dividend Fund (HNDDX) 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.
| HNDDX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.01 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.82 | 1.53 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.23 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 1.55 | +0.29 |
Martin ratioReturn relative to average drawdown | 9.50 | 7.31 | +2.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HNDDX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.01 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.71 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.83 | -0.28 |
Correlation
The correlation between HNDDX and VOO is 0.87, 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.
Dividends
HNDDX vs. VOO - Dividend Comparison
HNDDX's dividend yield for the trailing twelve months is around 6.61%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HNDDX Horizon Active Dividend Fund | 6.61% | 6.55% | 6.25% | 1.54% | 2.17% | 3.98% | 2.13% | 2.67% | 5.86% | 2.67% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
HNDDX vs. VOO - Drawdown Comparison
The maximum HNDDX drawdown since its inception was -36.28%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HNDDX and VOO.
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Drawdown Indicators
| HNDDX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.28% | -33.99% | -2.29% |
Max Drawdown (1Y)Largest decline over 1 year | -11.33% | -11.98% | +0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -19.04% | -24.52% | +5.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -4.89% | -5.55% | +0.66% |
Average DrawdownAverage peak-to-trough decline | -4.81% | -3.72% | -1.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 2.55% | -0.35% |
Volatility
HNDDX vs. VOO - Volatility Comparison
The current volatility for Horizon Active Dividend Fund (HNDDX) is 4.71%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that HNDDX 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.
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Volatility by Period
| HNDDX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 5.34% | -0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 8.07% | 9.47% | -1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.28% | 18.11% | -1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.04% | 16.82% | -2.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.95% | 17.99% | -2.04% |