TFPN vs VYM

TFPN vs VYM

Which is better, TFPN or VYM?

Multi Alternative against Large Cap Value.

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

Lower Fees: VYMHigher 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

MetricTFPNVYM
Expense Ratio1.13%0.04%Best
AUM$161M$81.6B
Dividend Yield0.00%2.22%
Holdings423613
YTD Return+16.84%Best+11.47%
1Y Return+22.77%Best+15.94%
3Y Return (annualized)+7.60%+18.03%Best
5Y Return (annualized)-+12.35%
Volatility (annualized)13.2%11.1%Best
Max Drawdown-16.7%-14.5%Best
$10,000 over 3.2 years$12,391$16,204Best
Fund FamilyBlueprint fund managementVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Value
InceptionJul 11, 2023Nov 10, 2006

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 21, 2026 (3.2 years).

TFPN vs VYM 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 VYM Performance

Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) is an ETF from Blueprint fund management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year TFPN returned +22.77% while VYM returned +15.94%. Year to date, TFPN is up 16.84% versus a gain of 11.47% for VYM.

Over three years, TFPN compounded at +7.60% per year against +18.03% for VYM.

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 11.1% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.50. They move together some of the time, and apart the rest.

Fees and Cost Over Time

TFPN charges 1.13% per year while VYM charges 0.04%. On a $10,000 position that is $113 vs $4 annually, a gap of $109 per year that compounds over a long holding period. On income, TFPN currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

VYM already in TFPN15.4%

At least 15.4% of VYM'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.

VYM and TFPN share little of their money.

21 positions in common, counted across the 43 positions we hold weights for in TFPN and 557 in VYM, against full books of 423 and 613.

Top Shared Holdings

StockWeight in TFPNWeight in VYMDifference
KOCoca Cola Co.3.00%1.38%1.62%
CATCaterpillar, Inc.2.48%1.50%0.98%
BACBank of America Corp.: Financials2.29%1.66%0.63%
MPCMarathon Petroleum Corp2.91%0.38%2.53%
MOAltria Group Inc2.19%0.46%1.73%
NEMNewmont Corp Common2.22%0.41%1.81%
JCIJohnson Controls Intl Plc2.08%0.36%1.72%
UNHUnitedhealth Group Incorporated0.91%1.52%0.61%
PGProcter & Gamble Company0.82%1.37%0.55%
NEENextera Energy Inc1.29%0.74%0.55%

You are not choosing between two funds in isolation.

Whichever of TFPN and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

TFPNVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TFPN or VYM?

TFPN has an expense ratio of 1.13% while VYM charges 0.04%. VYM is the cheaper option, by $109 a year on a $10,000 investment.

Which performed better, TFPN or VYM?

Over the past year TFPN returned +22.77% vs +15.94% for VYM, 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 VYM?

TFPN has been the more volatile fund at 13.2% annualized versus 11.1% for VYM. Worst drawdown: TFPN -16.7% vs VYM -14.5%.

Should I hold both TFPN and VYM?

TFPN and VYM have a monthly-return correlation of 0.50, 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 VYM?

At least 15.4% of VYM's money is in holdings TFPN also owns. Our book for TFPN is partial, so the real figure is this or higher. They hold 21 positions in common, counted across the 43 positions we hold weights for in TFPN and 557 in VYM.

Which pays a higher dividend, TFPN or VYM?

TFPN yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than TFPN?

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