Compare · 2 funds side by side · dividends reinvested

HEFA and VOO

HEFAiShares×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,556HEFA · best of the two

02 / 04

HEFA and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Currency Hedged MSCI EAFE ETFInternational · Developed0.70%4.03%+13.8%+16.9%+20.8%+13.2%−9.5%13.0%$7.5B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: HEFA 2014 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Currency Hedged MSCI EAFE ETF · $7.5B$18,556

HEFA

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HEFAMeasureVOO

+13.8%Year to dateJan 1 → Nov 3+11.5%

+16.9%1 yearTotal return+11.9%

+20.8%3 years · per year$10,000 became $17,646 · $19,094+24.1%

+13.2%5 years · per year$10,000 became $18,556 · $17,749+12.2%

0.70%Expense ratio$70 · $3 a year on $10k · lower is better0.03%

4.03%Trailing 12-mo yield$403 · $107 a year on $10k1.07%

−9.5%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer12.7%

HEFAVOO Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HEFA vs VOO: Top 5 Holdings

Today

HEFA

8.7%in top 5

VOO

in top 528.3%

HEFAStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.9%ASML.ASnot top 5

1.6%ROP.SWnot top 5

1.5%SHEL.Lnot top 5

1.4%NOVN.SWnot top 5

1.4%HSBA.Lnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

HEFA vs VOO Returns, Every Period

iSharesHEFA

+13.2%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

HEFAVOOFaded: behind in that period

3–1HEFA wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

International vs Core: HEFA vs VOO

YTD

iSharesHEFA

+13.8%

VOOVanguard

+11.5%

+13.8%Year to date+11.5%

−9.5%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y12.7%

4.0%Yield1.1%

$7.5BAssets$1.00T

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HEFA, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

HEFA0.70%$70

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: HEFA, VOO

4.03%highest, HEFA

FundTrailing yieldYield$10k

HEFA4.03%$403

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$333most kept, HEFA

HEFA$403 − $70 = $333

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: HEFA, VOO

Today

0.0%most shared, HEFA and VOO

HEFAVOO

HEFA—0.0%

VOO0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.9%HEFA, at 13.0% volatility

VOOWorst drop−8.9%12.7% vol

HEFAWorst drop−9.5%13.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

HEFAVOO

+13.8%Year to date+11.5%

4.0%Yield1.1%

+16.9%Past year+11.9%

0.70%Fee0.03%

3–1HEFA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026