TOAO vs VOO
Twin Oak Active Opportunities III ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | TOAO | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.03% | |
| AUM | $448M | $997.4B | |
| Dividend Yield | 0.00% | 1.08% | |
| Holdings | 49 | 509 | |
| YTD Return | +7.63% | +12.68% | |
| 1Y Return | - | +21.87% | |
| 3Y Return (annualized) | - | +22.06% | |
| 5Y Return (annualized) | - | +12.95% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -4.2% | -34.3% | |
| Fund Family | Twin Oak | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 24, 2026 | Sep 7, 2010 |
TOAO vs VOO Performance
Twin Oak Active Opportunities III ETF (TOAO) is a ETF from Twin Oak and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, TOAO is up 7.63% versus a gain of 12.68% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -4.2% for TOAO and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
TOAO charges 0.95% per year while VOO charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, TOAO currently yields 0.00% against 1.08% for VOO.
Holdings Overlap
TOAO and VOO share 17 holdings out of 516 unique holdings combined, representing a 25.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, TOAO or VOO?
TOAO has an expense ratio of 0.95% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $92 per year of difference.
What is the holdings overlap between TOAO and VOO?
TOAO and VOO share 17 common holdings with a 25.4% weight overlap. Combined, they hold 516 unique securities.
Which pays a higher dividend, TOAO or VOO?
TOAO yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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