Compare · 2 funds side by side · dividends reinvested

HFXI and VOO

HFXINY Life Investments×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

HFXI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

NYLI FTSE International Equity Currency Neutral ETFInternational · Ex-US broad0.19%3.15%+15.4%+19.3%+21.9%+11.8%−10.8%17.1%$2.4B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: HFXI 2015 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

NYLI FTSE International Equity Currency Neutral ETF · $2.4B$17,458

HFXI

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

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

HFXIMeasureVOO

+15.4%Year to dateJan 1 → Nov 4+13.4%

+19.3%1 yearTotal return+13.5%

+21.9%3 years · per year$10,000 became $18,116 · $19,172+24.2%

+11.8%5 years · per year$10,000 became $17,458 · $18,115+12.6%

0.19%Expense ratio$19 · $3 a year on $10k · lower is better0.03%

3.15%Trailing 12-mo yield$315 · $105 a year on $10k1.05%

−10.8%Worst dropSmaller is better−8.9%

17.1%VolatilityLower is calmer12.8%

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

3–5VOO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HFXI vs VOO: Top 5 Holdings

Today

HFXI

10.2%in top 5

VOO

in top 528.3%

HFXIStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

3.0%005930.Knot top 5

2.3%000660.Knot top 5

2.3%ASML.ASnot top 5

1.4%ROP.SWnot top 5

1.2%SHEL.Lnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

HFXI vs VOO Returns, Every Period

NY Life InvestmentsHFXI

+11.8%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

HFXIVOOFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Core: HFXI vs VOO

YTD

NY Life InvestmentsHFXI

+15.4%

VOOVanguard

+13.4%

+15.4%Year to date+13.4%

−10.8%Worst drop · 1Y−8.9%

17.1%Volatility · 1Y12.8%

3.2%Yield1.1%

$2.4BAssets$1.00T

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HFXI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

HFXI0.19%$19

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HFXI, VOO

3.15%highest, HFXI

FundTrailing yieldYield$10k

HFXI3.15%$315

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$296most kept, HFXI

HFXI$315 − $19 = $296

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HFXI, VOO

Today

0.0%most shared, HFXI and VOO

HFXIVOO

HFXI—0.0%

VOO0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.3%HFXI, at 17.1% volatility

VOOWorst drop−8.9%12.8% vol

HFXIWorst drop−10.8%17.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

HFXIVOO

+15.4%Year to date+13.4%

3.2%Yield1.1%

+19.3%Past year+13.5%

0.19%Fee0.03%

3–1HFXI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026