TSPX vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricTSPXVOOWinner
Expense Ratio1.01%0.03%
AUM$236M$979.0B
Dividend Yield2.00%1.09%
Holdings4509
YTD Return+10.91%+13.79%
1Y Return+15.34%+23.01%
3Y Return (annualized)-+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)9.6%14.1%
Max Drawdown-8.1%-34.3%
Fund FamilyTwin OakVanguard (US)
CategoryAllocation/BalancedEquity
InceptionFeb 20, 2025Sep 7, 2010

TSPX vs VOO Performance

Twin Oak Active Opportunities ETF (TSPX) is a ETF from Twin Oak and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year TSPX returned +15.34% while VOO returned +23.01%. Year to date, TSPX is up 10.91% versus a gain of 13.79% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 9.6% for TSPX. 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 -8.1% for TSPX 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

TSPX charges 1.01% per year while VOO charges 0.03%. On a $10,000 position that is $101 vs $3 annually, a gap of $98 per year that compounds over a long holding period. On income, TSPX currently yields 2.00% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

TSPX and VOO share 0 holdings out of 508 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, TSPX or VOO?

TSPX has an expense ratio of 1.01% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $98 per year of difference.

Which performed better, TSPX or VOO?

Over the past year TSPX returned +15.34% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), TSPX annualized +16.50% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, TSPX or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 9.6% for TSPX. Worst drawdown: TSPX -8.1% vs VOO -34.3%.

Should I hold both TSPX and VOO?

TSPX and VOO have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between TSPX and VOO?

TSPX and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, TSPX or VOO?

TSPX yields 2.00% while VOO yields 1.09%, so TSPX currently pays the higher dividend yield.

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