TXUG vs VOO

TXUG vs VOO

Which is better, TXUG or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window.

Lower Fees: VOOHigher Returns: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricTXUGVOO
Expense Ratio0.70%0.03%Best
AUM$4M$997.4B
Dividend Yield0.45%1.04%
Holdings42509
YTD Return+8.34%+12.37%Best
1Y Return+3.01%+16.61%Best
3Y Return (annualized)-+21.37%
5Y Return (annualized)-+13.49%
Volatility (annualized)14.3%13.0%Best
Max Drawdown-18.6%Best-18.7%
$10,000 over 1.7 years$10,816$12,840Best
Fund FamilyThornburg Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJan 23, 2025Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jan 23, 2025 to Sep 18, 2026 (1.7 years).

TXUG vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.7 years both funds cover.

TXUG vs VOO Performance

Thornburg International Growth ETF (TXUG) is an ETF from Thornburg Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year TXUG returned +3.01% while VOO returned +16.61%. Year to date, TXUG is up 8.34% versus a gain of 12.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TXUG has been the more volatile fund, with annualized monthly volatility of 14.3% compared with 13.0% 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 -18.6% for TXUG and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TXUG charges 0.70% per year while VOO charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, TXUG currently yields 0.45% against 1.04% for VOO.

Holdings Overlap

VOO already in TXUG6.8%

At least 6.8% of VOO's money is in holdings TXUG also owns.

Stated as a floor: for TXUG, our book for it covers 93.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VOO and TXUG share little of their money.

6 positions in common, counted across the 40 positions we hold weights for in TXUG and 494 in VOO, against full books of 42 and 509.

Top Shared Holdings

StockWeight in TXUGWeight in VOODifference
AMZNAmazon.Com Inc1.45%4.13%2.68%
AMDAdvanced Micro Devices Inc3.76%1.21%2.55%
MAMastercard Inc2.87%0.72%2.15%
ANETArista Networks Inc Common Stock2.54%0.29%2.25%
WDCWestern Digital Corp Company Guar 11/28 31.38%0.29%1.09%
CDNSCadence Design Systems Inc.1.05%0.15%0.90%

You are not choosing between two funds in isolation.

Whichever of TXUG and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

TXUGVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TXUG or VOO?

TXUG has an expense ratio of 0.70% while VOO charges 0.03%. VOO is the cheaper option, by $67 a year on a $10,000 investment.

Which performed better, TXUG or VOO?

Over the past year TXUG returned +3.01% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), TXUG annualized +4.72% vs +15.84% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TXUG or VOO?

TXUG has been the more volatile fund at 14.3% annualized versus 13.0% for VOO. Worst drawdown: TXUG -18.6% vs VOO -18.7%.

Should I hold both TXUG and VOO?

TXUG and VOO have a monthly-return correlation of 0.74, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between TXUG and VOO?

At least 6.8% of VOO's money is in holdings TXUG also owns. Our book for TXUG is partial, so the real figure is this or higher. They hold 6 positions in common, counted across the 40 positions we hold weights for in TXUG and 494 in VOO.

Which pays a higher dividend, TXUG or VOO?

TXUG yields 0.45% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than TXUG?

VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.