TOGA vs VYM
Tremblant Global ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | TOGA | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.69% | 0.04% | |
| AUM | $184M | $81.6B | |
| Dividend Yield | 0.00% | 2.24% | |
| Holdings | 29 | 616 | |
| YTD Return | -8.58% | +14.66% | |
| 1Y Return | -9.02% | +22.16% | |
| 3Y Return (annualized) | - | +18.72% | |
| 5Y Return (annualized) | - | +12.18% | |
| Volatility (annualized) | 17.8% | 14.6% | |
| Max Drawdown | -28.5% | -58.8% | |
| Fund Family | Tremblant Advisors LP | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 1, 2022 | Nov 10, 2006 |
TOGA vs VYM Performance
Tremblant Global ETF (TOGA) is a ETF from Tremblant Advisors LP and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year TOGA returned -9.02% while VYM returned +22.16%. Year to date, TOGA is down 8.58% versus a gain of 14.66% for VYM.
Risk: Volatility and Drawdowns
TOGA has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
TOGA charges 0.69% per year while VYM charges 0.04%. On a $10,000 position that is $69 vs $4 annually, a gap of $65 per year that compounds over a long holding period. On income, TOGA currently yields 0.00% against 2.24% for VYM.
Holdings Overlap
TOGA and VYM share 3 holdings out of 630 unique holdings combined, representing a 0.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, TOGA or VYM?
TOGA has an expense ratio of 0.69% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $65 per year of difference.
Which performed better, TOGA or VYM?
Over the past year TOGA returned -9.02% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), TOGA annualized +9.11% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, TOGA or VYM?
TOGA has been the more volatile fund at 17.8% annualized versus 14.6% for VYM. Worst drawdown: TOGA -28.5% vs VYM -58.8%.
Should I hold both TOGA and VYM?
TOGA and VYM have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between TOGA and VYM?
TOGA and VYM share 3 common holdings with a 0.6% weight overlap. Combined, they hold 630 unique securities.
Which pays a higher dividend, TOGA or VYM?
TOGA yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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