TYG vs VOO
Tortoise Energy Infrastructure Corporation 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 | TYG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.49% | 0.03% | |
| AUM | $1.6B | $997.4B | |
| Dividend Yield | 11.96% | 1.08% | |
| Holdings | 41 | 509 | |
| YTD Return | +12.66% | +14.48% | |
| 1Y Return | +13.62% | +22.02% | |
| 3Y Return (annualized) | +24.57% | +21.80% | |
| 5Y Return (annualized) | +20.71% | +13.36% | |
| Volatility (annualized) | 34.9% | 14.2% | |
| Max Drawdown | -97.3% | -34.3% | |
| Fund Family | TortoiseEcofin Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 27, 2004 | Sep 7, 2010 |
TYG vs VOO Performance
Tortoise Energy Infrastructure Corporation (TYG) is a ETF from TortoiseEcofin Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year TYG returned +13.62% while VOO returned +22.02%. Year to date, TYG is up 12.66% versus a gain of 14.48% for VOO.
Over three years, TYG compounded at +24.57% per year against +21.80% for VOO; over five years the annualized figures are +20.71% and +13.36% respectively. Across the full 16-year window we track, VOO has the edge at +13.61% annualized vs -1.43%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TYG has been the more volatile fund, with annualized monthly volatility of 34.9% compared with 14.2% 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 -97.3% for TYG 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
TYG charges 1.49% per year while VOO charges 0.03%. On a $10,000 position that is $149 vs $3 annually, a gap of $146 per year that compounds over a long holding period. On income, TYG currently yields 11.96% against 1.08% for VOO.
Holdings Overlap
TYG and VOO share 15 holdings out of 523 unique holdings combined, representing a 1.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, TYG or VOO?
TYG has an expense ratio of 1.49% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $146 per year of difference.
Which performed better, TYG or VOO?
Over the past year TYG returned +13.62% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), TYG annualized -1.43% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, TYG or VOO?
TYG has been the more volatile fund at 34.9% annualized versus 14.2% for VOO. Worst drawdown: TYG -97.3% vs VOO -34.3%.
Should I hold both TYG and VOO?
TYG and VOO have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between TYG and VOO?
TYG and VOO share 15 common holdings with a 1.1% weight overlap. Combined, they hold 523 unique securities.
Which pays a higher dividend, TYG or VOO?
TYG yields 11.96% while VOO yields 1.08%, so TYG currently pays the higher dividend yield.
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