TMAT vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricTMATVOOWinner
Expense Ratio0.85%0.03%
AUM$233M$979.0B
Dividend Yield0.02%1.09%
Holdings98509
YTD Return+17.63%+13.44%
1Y Return+20.41%+22.62%
3Y Return (annualized)+26.62%+21.47%
5Y Return (annualized)+5.20%+13.27%
Volatility (annualized)28.2%14.1%
Max Drawdown-58.5%-34.3%
Fund FamilyMain Management ETF Advisors, LLCVanguard (US)
CategoryEquityEquity
InceptionJan 28, 2021Sep 7, 2010

TMAT vs VOO Performance

Main Thematic Innovation ETF (TMAT) is a ETF from Main Management ETF Advisors, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year TMAT returned +20.41% while VOO returned +22.62%. Year to date, TMAT is up 17.63% versus a gain of 13.44% for VOO.

Over three years, TMAT compounded at +26.62% per year against +21.47% for VOO; over five years the annualized figures are +5.20% and +13.27% respectively. Across the full 6-year window we track, VOO has the edge at +13.55% annualized vs +3.50%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TMAT has been the more volatile fund, with annualized monthly volatility of 28.2% compared with 14.1% 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 -58.5% for TMAT and -34.3% for VOO. 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TMAT charges 0.85% per year while VOO charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, TMAT currently yields 0.02% against 1.09% for VOO.

Holdings Overlap

9.3%overlap

TMAT and VOO share 49 holdings out of 553 unique holdings combined, representing a 9.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TMATWeight in VOODifference
MU2.22%2.02%0.20%
PANW2.53%0.43%2.10%
LITE2.59%0.10%2.49%
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Frequently Asked Questions

Which is cheaper, TMAT or VOO?

TMAT has an expense ratio of 0.85% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, TMAT or VOO?

Over the past year TMAT returned +20.41% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), TMAT annualized +3.50% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, TMAT or VOO?

TMAT has been the more volatile fund at 28.2% annualized versus 14.1% for VOO. Worst drawdown: TMAT -58.5% vs VOO -34.3%.

Should I hold both TMAT and VOO?

TMAT and VOO have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TMAT and VOO?

TMAT and VOO share 49 common holdings with a 9.3% weight overlap. Combined, they hold 553 unique securities.

Which pays a higher dividend, TMAT or VOO?

TMAT yields 0.02% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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