HNDL vs. VOO
Compare and contrast key facts about Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) and Vanguard S&P 500 ETF (VOO).
HNDL and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HNDL is a passively managed fund by Rational Capital LLC that tracks the performance of the NASDAQ 7 HANDL™ Index. It was launched on Jan 17, 2018. 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. Both HNDL and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HNDL or VOO.
Key characteristics
| HNDL | VOO | |
|---|---|---|
| YTD Return | 12.60% | 26.88% |
| 1Y Return | 22.31% | 37.59% |
| 3Y Return (Ann) | 1.29% | 10.23% |
| 5Y Return (Ann) | 5.22% | 15.93% |
| Sharpe Ratio | 2.55 | 3.06 |
| Sortino Ratio | 3.60 | 4.08 |
| Omega Ratio | 1.46 | 1.58 |
| Calmar Ratio | 1.41 | 4.43 |
| Martin Ratio | 15.93 | 20.25 |
| Ulcer Index | 1.39% | 1.85% |
| Daily Std Dev | 8.72% | 12.23% |
| Max Drawdown | -23.72% | -33.99% |
| Current Drawdown | -0.95% | -0.30% |
Correlation
The correlation between HNDL and VOO is 0.71, 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
HNDL vs. VOO - Performance Comparison
In the year-to-date period, HNDL achieves a 12.60% return, which is significantly lower than VOO's 26.88% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HNDL vs. VOO - Expense Ratio Comparison
HNDL has a 0.97% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
HNDL vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) 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
HNDL vs. VOO - Dividend Comparison
HNDL's dividend yield for the trailing twelve months is around 6.18%, more than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HNDL Strategy Shares Nasdaq 7HANDL Index ETF | 6.18% | 6.78% | 7.86% | 6.86% | 6.68% | 6.82% | 6.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
HNDL vs. VOO - Drawdown Comparison
The maximum HNDL drawdown since its inception was -23.72%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HNDL and VOO. For additional features, visit the drawdowns tool.
Volatility
HNDL vs. VOO - Volatility Comparison
The current volatility for Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) is 2.56%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.89%. This indicates that HNDL 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.