TOGA vs VOO
Tremblant Global ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | TOGA | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.69% | 0.03% | |
| AUM | $184M | $997.4B | |
| Dividend Yield | 0.00% | 1.08% | |
| Holdings | 29 | 509 | |
| YTD Return | -7.49% | +13.20% | |
| 1Y Return | -8.45% | +21.62% | |
| 3Y Return (annualized) | - | +22.16% | |
| 5Y Return (annualized) | - | +13.42% | |
| Volatility (annualized) | 17.9% | 14.1% | |
| Max Drawdown | -28.5% | -34.3% | |
| Fund Family | Tremblant Advisors LP | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 1, 2022 | Sep 7, 2010 |
TOGA vs VOO Performance
Tremblant Global ETF (TOGA) is a ETF from Tremblant Advisors LP and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year TOGA returned -8.45% while VOO returned +21.62%. Year to date, TOGA is down 7.49% versus a gain of 13.20% for VOO.
Risk: Volatility and Drawdowns
TOGA has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 14.1% 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 -28.5% for TOGA and -34.3% for VOO. 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
TOGA charges 0.69% per year while VOO charges 0.03%. On a $10,000 position that is $69 vs $3 annually, a gap of $66 per year that compounds over a long holding period. On income, TOGA currently yields 0.00% against 1.08% for VOO.
Holdings Overlap
TOGA and VOO share 8 holdings out of 527 unique holdings combined, representing a 3.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, TOGA or VOO?
TOGA has an expense ratio of 0.69% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $66 per year of difference.
Which performed better, TOGA or VOO?
Over the past year TOGA returned -8.45% vs +21.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), TOGA annualized +9.68% vs +13.51% for VOO. Past performance does not guarantee future results.
Which is riskier, TOGA or VOO?
TOGA has been the more volatile fund at 17.9% annualized versus 14.1% for VOO. Worst drawdown: TOGA -28.5% vs VOO -34.3%.
Should I hold both TOGA and VOO?
TOGA and VOO have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between TOGA and VOO?
TOGA and VOO share 8 common holdings with a 3.7% weight overlap. Combined, they hold 527 unique securities.
Which pays a higher dividend, TOGA or VOO?
TOGA yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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