TCAL vs VOO

TCAL vs VOO

Which is better, TCAL or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y and the full window. TCAL is less concentrated, with 17.2% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: TCAL

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricTCALVOO
Expense Ratio0.34%0.03%Best
AUM$307M$997.4B
Dividend Yield11.33%1.04%
Holdings488509
YTD Return+0.47%+14.14%Best
1Y Return+1.57%+17.31%Best
3Y Return (annualized)-+23.04%
5Y Return (annualized)-+13.63%
Volatility (annualized)7.1%Best11.9%
Max Drawdown-7.2%Best-12.4%
$10,000 over 1.5 years$10,238$13,912Best
Top 10 Weight17.2%Best37.6%
Fund FamilyT.Rowe PriceVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMar 26, 2025Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 27, 2025 to Sep 22, 2026 (1.5 years).

TCAL vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.5 years both funds cover.

TCAL vs VOO Performance

T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) is an ETF from T.Rowe Price and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year TCAL returned +1.57% while VOO returned +17.31%. Year to date, TCAL is up 0.47% versus a gain of 14.14% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 11.9% compared with 7.1% for TCAL. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -7.2% for TCAL and -12.4% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.38. They move together some of the time, and apart the rest.

Fees and Cost Over Time

TCAL charges 0.34% per year while VOO charges 0.03%. On a $10,000 position that is $34 vs $3 annually, a gap of $31 per year that compounds over a long holding period. On income, TCAL currently yields 11.33% against 1.04% for VOO.

Holdings Overlap

TCAL already in VOO86.9%
VOO already in TCAL38.1%

86.9% of TCAL's money is in holdings VOO also owns. 38.1% of VOO's money is in holdings TCAL also owns.

Most of TCAL is already inside VOO. Owning both mostly buys the same companies twice.

87 positions in common, counted across the 103 positions we hold weights for in TCAL and 494 in VOO, against full books of 488 and 509.

What only one of them owns

Our book lists 402 positions for VOO that do not appear in our book for TCAL (61.1% of the fund), and 11 for TCAL that do not appear in VOO (8.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in TCALWeight in VOODifference
NVDANvidia Corp1.29%7.55%6.26%
MSFTMicrosoft Corp1.92%5.36%3.44%
AMZNAmazon.Com Inc1.70%4.13%2.43%
METAMeta Platforms Inc1.22%1.90%0.68%
MAMastercard Inc1.81%0.72%1.09%
JPMJpmorgan Chase0.86%1.46%0.60%
XOMExxon Mobil Corp.1.26%1.00%0.26%
VVisa Inc Class A1.18%0.93%0.25%
ABTAbbott Laboratories1.74%0.29%1.45%
DHRDanaher Corporation1.83%0.19%1.64%

86.9% of TCAL is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

TCALVOO

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Frequently Asked Questions

Which is cheaper, TCAL or VOO?

TCAL has an expense ratio of 0.34% while VOO charges 0.03%. VOO is the cheaper option, by $31 a year on a $10,000 investment.

Which performed better, TCAL or VOO?

Over the past year TCAL returned +1.57% vs +17.31% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), TCAL annualized +1.58% vs +24.62% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TCAL or VOO?

VOO has been the more volatile fund at 11.9% annualized versus 7.1% for TCAL. Worst drawdown: TCAL -7.2% vs VOO -12.4%.

Should I hold both TCAL and VOO?

TCAL and VOO have a monthly-return correlation of 0.38, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between TCAL and VOO?

86.9% of TCAL's money is in holdings VOO also owns. 38.1% of VOO's is in holdings TCAL also owns. They hold 87 positions in common, counted across the 103 positions we hold weights for in TCAL and 494 in VOO.

Which pays a higher dividend, TCAL or VOO?

TCAL yields 11.33% while VOO yields 1.04%, so TCAL currently pays the higher dividend yield.

Is VOO better than TCAL?

VOO has a lower expense ratio. VOO led over 1Y and the full window. TCAL is less concentrated, with 17.2% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.