TMFM vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricTMFMVTIWinner
Expense Ratio0.85%0.03%
AUM$113M$663.5B
Dividend Yield0.00%1.07%
Holdings343,543
YTD Return-0.32%+14.22%
1Y Return-9.41%+22.19%
3Y Return (annualized)+4.07%+21.27%
5Y Return (annualized)-+12.23%
Volatility (annualized)18.2%15.3%
Max Drawdown-31.8%-56.6%
Fund FamilyMotley Fool Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionJun 17, 2014May 24, 2001

TMFM vs VTI Performance

Motley Fool Mid Cap Growth ETF (TMFM) is a ETF from Motley Fool Asset Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year TMFM returned -9.41% while VTI returned +22.19%. Year to date, TMFM is down 0.32% versus a gain of 14.22% for VTI.

Over three years, TMFM compounded at +4.07% per year against +21.27% for VTI. Across the full 5-year window we track, VTI has the edge at +8.14% annualized vs -0.94%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TMFM has been the more volatile fund, with annualized monthly volatility of 18.2% compared with 15.3% for VTI. 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 -31.8% for TMFM and -56.6% for VTI. 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TMFM charges 0.85% per year while VTI 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, TMFM currently yields 0.00% against 1.07% for VTI.

Holdings Overlap

0.7%overlap

TMFM and VTI share 21 holdings out of 2795 unique holdings combined, representing a 0.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TMFMWeight in VTIDifference
SNEX9.90%0.01%9.89%
DDOG6.11%0.12%5.99%
SBAC4.88%0.03%4.85%
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Frequently Asked Questions

Which is cheaper, TMFM or VTI?

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

Which performed better, TMFM or VTI?

Over the past year TMFM returned -9.41% vs +22.19% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), TMFM annualized -0.94% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, TMFM or VTI?

TMFM has been the more volatile fund at 18.2% annualized versus 15.3% for VTI. Worst drawdown: TMFM -31.8% vs VTI -56.6%.

Should I hold both TMFM and VTI?

TMFM and VTI have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TMFM and VTI?

TMFM and VTI share 21 common holdings with a 0.7% weight overlap. Combined, they hold 2795 unique securities.

Which pays a higher dividend, TMFM or VTI?

TMFM yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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