TMFG vs VOO

TMFG vs VOO

Which is better, TMFG or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.90. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 46.8%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: VOO

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

MetricTMFGVOO
Expense Ratio0.85%0.03%Best
AUM$350M$997.4B
Dividend Yield0.26%1.04%
Holdings46509
YTD Return+1.92%+14.14%Best
1Y Return+1.43%+17.31%Best
3Y Return (annualized)+11.82%+23.16%Best
5Y Return (annualized)-+13.85%
Volatility (annualized)17.2%15.7%Best
Max Drawdown-33.7%-24.5%Best
$10,000 over 4.8 years$11,692$17,835Best
Top 10 Weight46.8%37.6%Best
Fund FamilyMotley Fool Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 17, 2014Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 4.8 years row, are measured over the window both funds cover: Dec 13, 2021 to Sep 21, 2026 (4.8 years).

TMFG 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 4.8 years both funds cover.

TMFG vs VOO Performance

Motley Fool Global Opportunities ETF (TMFG) is an ETF from Motley Fool Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year TMFG returned +1.43% while VOO returned +17.31%. Year to date, TMFG is up 1.92% versus a gain of 14.14% for VOO.

Over three years, TMFG compounded at +11.82% per year against +23.16% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TMFG has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 15.7% 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 -33.7% for TMFG and -24.5% 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

TMFG 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, TMFG currently yields 0.26% against 1.04% for VOO.

Holdings Overlap

TMFG already in VOO44.9%
VOO already in TMFG9.7%

44.9% of TMFG's money is in holdings VOO also owns. 9.7% of VOO's money is in holdings TMFG also owns.

The two portfolios partly overlap.

15 positions in common, counted across the 40 positions we hold weights for in TMFG and 494 in VOO, against full books of 46 and 509.

What only one of them owns

Our book lists 472 positions for VOO that do not appear in our book for TMFG (89.4% of the fund), and 7 for TMFG that do not appear in VOO (14.2%).

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 TMFGWeight in VOODifference
AMZNAmazon.Com Inc6.43%4.13%2.30%
GOOGAlphabet Inc7.29%2.62%4.67%
MAMastercard Inc4.45%0.72%3.73%
COSTCostco Wholesale Corp.3.35%0.66%2.69%
EQIXEquinix Inc. Real Estate Investment Trust3.16%0.16%3.00%
AXONAxon Enterprise Inc2.81%0.07%2.74%
DXCMDexcom Inc.2.81%0.05%2.76%
FASTFastenal Co.2.72%0.09%2.63%
CRMSalesforce Inc Crm Us Equity2.28%0.23%2.05%
AONAon Public Limited Company  Cl.  A2.38%0.12%2.26%

44.9% of TMFG 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.

TMFGVOO

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Frequently Asked Questions

Which is cheaper, TMFG or VOO?

TMFG has an expense ratio of 0.85% while VOO charges 0.03%. VOO is the cheaper option, by $82 a year on a $10,000 investment.

Which performed better, TMFG or VOO?

Over the past year TMFG returned +1.43% vs +17.31% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TMFG or VOO?

TMFG has been the more volatile fund at 17.2% annualized versus 15.7% for VOO. Worst drawdown: TMFG -33.7% vs VOO -24.5%.

Should I hold both TMFG and VOO?

TMFG and VOO have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between TMFG and VOO?

44.9% of TMFG's money is in holdings VOO also owns. 9.7% of VOO's is in holdings TMFG also owns. They hold 15 positions in common, counted across the 40 positions we hold weights for in TMFG and 494 in VOO.

Which pays a higher dividend, TMFG or VOO?

TMFG yields 0.26% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than TMFG?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.90. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 46.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.