TOAK vs VOO
Twin Oak Short Horizon Absolute Return ETF vs Vanguard S&P 500 ETF
Which is better, TOAK or VOO?
Multi Alternative against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y and the full window.
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
| Metric | TOAK | VOO |
|---|---|---|
| Expense Ratio | 0.25% | 0.03%Best |
| AUM | $105M | $997.4B |
| Dividend Yield | 0.00% | 1.04% |
| Holdings | 3 | 509 |
| YTD Return | +2.32% | +12.37%Best |
| 1Y Return | +3.51% | +16.61%Best |
| 3Y Return (annualized) | - | +21.37% |
| 5Y Return (annualized) | - | +13.49% |
| Volatility (annualized) | 0.3%Best | 12.4% |
| Max Drawdown | -1.8%Best | -18.7% |
| $10,000 over 2.1 years | $10,843 | $14,056Best |
| Fund Family | Twin Oak | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Blend |
| Inception | Aug 19, 2024 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Aug 20, 2024 to Sep 18, 2026 (2.1 years).
TOAK 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 2.1 years both funds cover.
TOAK vs VOO Performance
Twin Oak Short Horizon Absolute Return ETF (TOAK) is an ETF from Twin Oak and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year TOAK returned +3.51% while VOO returned +16.61%. Year to date, TOAK is up 2.32% versus a gain of 12.37% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 12.4% compared with 0.3% for TOAK. 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 -1.8% for TOAK 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 0.01. They move largely independently of each other.
Fees and Cost Over Time
TOAK charges 0.25% per year while VOO charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, TOAK currently yields 0.00% against 1.04% for VOO.
You are not choosing between two funds in isolation.
Whichever of TOAK and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, TOAK or VOO?
TOAK has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option, by $22 a year on a $10,000 investment.
Which performed better, TOAK or VOO?
Over the past year TOAK returned +3.51% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), TOAK annualized +3.93% vs +17.60% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, TOAK or VOO?
VOO has been the more volatile fund at 12.4% annualized versus 0.3% for TOAK. Worst drawdown: TOAK -1.8% vs VOO -18.7%.
Should I hold both TOAK and VOO?
TOAK and VOO have a monthly-return correlation of 0.01, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, TOAK or VOO?
TOAK yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than TOAK?
VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.