TOAO vs VTI

TOAO vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricTOAOVTIWinner
Expense Ratio0.95%0.03%
AUM$448M$666.9B
Dividend Yield0.00%1.07%
Holdings493,543
YTD Return+7.63%+13.14%
1Y Return-+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)-15.3%
Max Drawdown-4.2%-56.6%
Fund FamilyTwin OakVanguard (US)
CategoryEquityEquity
InceptionApr 24, 2026May 24, 2001

TOAO vs VTI Performance

Twin Oak Active Opportunities III ETF (TOAO) is a ETF from Twin Oak and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, TOAO is up 7.63% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -4.2% for TOAO and -56.6% for VTI. 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 VTI 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 1.07% for VTI.

Holdings Overlap

23.3%overlap

TOAO and VTI share 18 holdings out of 2797 unique holdings combined, representing a 23.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TOAOWeight in VTIDifference
NVDA5.45%6.32%0.87%
AMZN6.80%3.17%3.63%
AVGO5.77%2.46%3.31%
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Frequently Asked Questions

Which is cheaper, TOAO or VTI?

TOAO has an expense ratio of 0.95% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

What is the holdings overlap between TOAO and VTI?

TOAO and VTI share 18 common holdings with a 23.3% weight overlap. Combined, they hold 2797 unique securities.

Which pays a higher dividend, TOAO or VTI?

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

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