TMSL vs VOO

TMSL vs VOO

Which is better, TMSL or VOO?

Mid Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. TMSL led over 1Y, VOO over 3Y and the full window. TMSL is less concentrated, with 9.6% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: TMSL

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

MetricTMSLVOO
Expense Ratio0.55%0.03%Best
AUM$3.0B$997.4B
Dividend Yield0.48%1.04%
Holdings287509
YTD Return+12.87%Best+11.01%
1Y Return+18.95%Best+15.60%
3Y Return (annualized)+17.99%+20.82%Best
5Y Return (annualized)-+12.60%
Volatility (annualized)16.7%12.7%Best
Max Drawdown-24.7%-18.7%Best
$10,000 over 3.3 years$16,562$17,937Best
Top 10 Weight9.6%Best37.6%
Fund FamilyT.Rowe PriceVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionJun 14, 2023Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: Jun 15, 2023 to Sep 16, 2026 (3.3 years).

TMSL 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 3.3 years both funds cover.

TMSL vs VOO Performance

T. Rowe Price Small-Mid Cap ETF (TMSL) is an ETF from T.Rowe Price and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year TMSL returned +18.95% while VOO returned +15.60%. Year to date, TMSL is up 12.87% versus a gain of 11.01% for VOO.

Over three years, TMSL compounded at +17.99% per year against +20.82% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TMSL has been the more volatile fund, with annualized monthly volatility of 16.7% compared with 12.7% 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 -24.7% for TMSL and -18.7% 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TMSL charges 0.55% per year while VOO charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, TMSL currently yields 0.48% against 1.04% for VOO.

Holdings Overlap

TMSL already in VOO15.4%
VOO already in TMSL1.0%

15.4% of TMSL's money is in holdings VOO also owns. 1.0% of VOO's money is in holdings TMSL also owns.

TMSL and VOO share little of their money.

36 positions in common, counted across the 285 positions we hold weights for in TMSL and 494 in VOO, against full books of 287 and 509.

What only one of them owns

Our book lists 451 positions for VOO that do not appear in our book for TMSL (98.2% of the fund), and 228 for TMSL that do not appear in VOO (77.0%).

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 TMSLWeight in VOODifference
CPAYCorpay Inc0.90%0.04%0.86%
CRLCharles River Laboratories International Inc0.75%0.02%0.73%
TDYTeledyne Technologies Inc0.71%0.05%0.66%
RLRalph Lauren Corp. Class A0.73%0.02%0.71%
TXTTextron Inc.0.71%0.02%0.69%
KEYKeycorp0.68%0.03%0.65%
SWKStanley Black Decker Inc.0.69%0.02%0.67%
ZBRAZebra Technologies Corp0.68%0.02%0.66%
VTRSViatris Inc.0.60%0.03%0.57%
SWKSSkyworks Solutions Inc.0.59%0.01%0.58%

You are not choosing between two funds in isolation.

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

TMSLVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TMSL or VOO?

TMSL has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option, by $52 a year on a $10,000 investment.

Which performed better, TMSL or VOO?

Over the past year TMSL returned +18.95% vs +15.60% for VOO, so TMSL leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TMSL or VOO?

TMSL has been the more volatile fund at 16.7% annualized versus 12.7% for VOO. Worst drawdown: TMSL -24.7% vs VOO -18.7%.

Should I hold both TMSL and VOO?

TMSL and VOO have a monthly-return correlation of 0.83, 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 TMSL and VOO?

15.4% of TMSL's money is in holdings VOO also owns. 1.0% of VOO's is in holdings TMSL also owns. They hold 36 positions in common, counted across the 285 positions we hold weights for in TMSL and 494 in VOO.

Which pays a higher dividend, TMSL or VOO?

TMSL yields 0.48% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than TMSL?

VOO has a lower expense ratio. TMSL led over 1Y, VOO over 3Y and the full window. TMSL is less concentrated, with 9.6% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.