TFPN vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricTFPNVXUSWinner
Expense Ratio1.13%0.05%
AUM$161M$156.5B
Dividend Yield0.00%2.60%
Holdings4048,747
YTD Return+15.08%+14.07%
1Y Return+27.21%+27.24%
3Y Return (annualized)+6.70%+19.27%
5Y Return (annualized)-+9.14%
Volatility (annualized)13.4%15.1%
Max Drawdown-16.7%-39.9%
Fund FamilyBlueprint fund managementVanguard (US)
CategoryAlternativeEquity
InceptionJul 11, 2023Jan 26, 2011

TFPN vs VXUS Performance

Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) is a ETF from Blueprint fund management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year TFPN returned +27.21% while VXUS returned +27.24%. Year to date, TFPN is up 15.08% versus a gain of 14.07% for VXUS.

Over three years, TFPN compounded at +6.70% per year against +19.27% for VXUS. Across the full 3-year window we track, TFPN has the edge at +6.67% annualized vs +4.83%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.4% for TFPN. 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 -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TFPN charges 1.13% per year while VXUS charges 0.05%. On a $10,000 position that is $113 vs $5 annually, a gap of $108 per year that compounds over a long holding period. On income, TFPN currently yields 0.00% against 2.60% for VXUS.

Holdings Overlap

4.0%overlap

TFPN and VXUS share 31 holdings out of 8060 unique holdings combined, representing a 4.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TFPNWeight in VXUSDifference
BNS:CA1.06%0.21%0.85%
TD:CA0.80%0.37%0.43%
NESN:SM0.55%0.62%0.07%
SU:CAProProPro
BDRBF:CAProProPro
RIO:LNProProPro
TTE:PAProProPro
AEM:CAProProPro
LUN:CAProProPro
BPProProPro
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Frequently Asked Questions

Which is cheaper, TFPN or VXUS?

TFPN has an expense ratio of 1.13% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $108 per year of difference.

Which performed better, TFPN or VXUS?

Over the past year TFPN returned +27.21% vs +27.24% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), TFPN annualized +6.67% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, TFPN or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 13.4% for TFPN. Worst drawdown: TFPN -16.7% vs VXUS -39.9%.

Should I hold both TFPN and VXUS?

TFPN and VXUS have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TFPN and VXUS?

TFPN and VXUS share 31 common holdings with a 4.0% weight overlap. Combined, they hold 8060 unique securities.

Which pays a higher dividend, TFPN or VXUS?

TFPN yields 0.00% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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