TFPN vs VOO

TFPN vs VOO

Which is better, TFPN or VOO?

Multi Alternative against Large Cap Blend.

VOO has a lower expense ratio. TFPN led over 1Y, VOO over 3Y and the full window.

Lower Fees: VOOHigher Returns: split

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

MetricTFPNVOO
Expense Ratio1.13%0.03%Best
AUM$161M$997.4B
Dividend Yield0.00%1.04%
Holdings423509
YTD Return+16.23%Best+12.37%
1Y Return+24.32%Best+16.61%
3Y Return (annualized)+7.30%+21.37%Best
5Y Return (annualized)-+13.49%
Volatility (annualized)13.2%12.8%Best
Max Drawdown-16.7%Best-18.7%
$10,000 over 3.2 years$12,332$17,855Best
Fund FamilyBlueprint fund managementVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionJul 11, 2023Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Jul 12, 2023 to Sep 18, 2026 (3.2 years).

TFPN 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 3.2 years both funds cover.

TFPN vs VOO Performance

Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) is an ETF from Blueprint fund management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year TFPN returned +24.32% while VOO returned +16.61%. Year to date, TFPN is up 16.23% versus a gain of 12.37% for VOO.

Over three years, TFPN compounded at +7.30% per year against +21.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TFPN has been the more volatile fund, with annualized monthly volatility of 13.2% compared with 12.8% for VOO. 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 -16.7% for TFPN and -18.7% 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 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

TFPN charges 1.13% per year while VOO charges 0.03%. On a $10,000 position that is $113 vs $3 annually, a gap of $110 per year that compounds over a long holding period. On income, TFPN currently yields 0.00% against 1.04% for VOO.

Holdings Overlap

VOO already in TFPN31.6%

At least 31.6% of VOO's money is in holdings TFPN also owns.

Stated as a floor: for TFPN, our book for it covers 86.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

39 positions in common, counted across the 43 positions we hold weights for in TFPN and 494 in VOO, against full books of 423 and 509.

Top Shared Holdings

StockWeight in TFPNWeight in VOODifference
NVDANvidia Corp2.35%7.55%5.20%
AAPLApple, Inc1.60%7.05%5.45%
MSFTMicrosoft Corp0.17%5.36%5.19%
KOCoca Cola Co.3.00%0.53%2.47%
GEGeneral Electric Co.2.87%0.58%2.29%
CATCaterpillar, Inc.2.48%0.58%1.90%
MPCMarathon Petroleum Corp2.91%0.14%2.77%
BACBank of America Corp.: Financials2.29%0.63%1.66%
DEDeere & Co Sedol 22612032.29%0.23%2.06%
LLYEli Lilly & Co.1.07%1.41%0.34%

31.6% of VOO is already inside TFPN.

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

TFPNVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TFPN or VOO?

TFPN has an expense ratio of 1.13% while VOO charges 0.03%. VOO is the cheaper option, by $110 a year on a $10,000 investment.

Which performed better, TFPN or VOO?

Over the past year TFPN returned +24.32% vs +16.61% for VOO, so TFPN leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TFPN or VOO?

TFPN has been the more volatile fund at 13.2% annualized versus 12.8% for VOO. Worst drawdown: TFPN -16.7% vs VOO -18.7%.

Should I hold both TFPN and VOO?

TFPN and VOO have a monthly-return correlation of 0.56, 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 TFPN and VOO?

At least 31.6% of VOO's money is in holdings TFPN also owns. Our book for TFPN is partial, so the real figure is this or higher. They hold 39 positions in common, counted across the 43 positions we hold weights for in TFPN and 494 in VOO.

Which pays a higher dividend, TFPN or VOO?

TFPN yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than TFPN?

VOO has a lower expense ratio. TFPN led over 1Y, VOO over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.