TCMSX vs. VOO
Compare and contrast key facts about Voya Small Cap Growth Fund (TCMSX) and Vanguard S&P 500 ETF (VOO).
TCMSX is managed by TCM Funds. It was launched on Oct 1, 2004. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TCMSX or VOO.
Correlation
The correlation between TCMSX and VOO is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TCMSX vs. VOO - Performance Comparison
Key characteristics
TCMSX:
0.47
VOO:
2.04
TCMSX:
0.74
VOO:
2.72
TCMSX:
1.10
VOO:
1.38
TCMSX:
0.35
VOO:
3.02
TCMSX:
2.71
VOO:
13.60
TCMSX:
4.02%
VOO:
1.88%
TCMSX:
22.98%
VOO:
12.52%
TCMSX:
-60.13%
VOO:
-33.99%
TCMSX:
-21.88%
VOO:
-3.52%
Returns By Period
In the year-to-date period, TCMSX achieves a 8.51% return, which is significantly lower than VOO's 24.65% return. Over the past 10 years, TCMSX has underperformed VOO with an annualized return of 3.19%, while VOO has yielded a comparatively higher 13.02% annualized return.
TCMSX
8.51%
-11.34%
-2.47%
9.22%
3.25%
3.19%
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TCMSX vs. VOO - Expense Ratio Comparison
TCMSX has a 0.93% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TCMSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Small Cap Growth Fund (TCMSX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
TCMSX vs. VOO - Dividend Comparison
TCMSX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.26%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Voya Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
TCMSX vs. VOO - Drawdown Comparison
The maximum TCMSX drawdown since its inception was -60.13%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TCMSX and VOO. For additional features, visit the drawdowns tool.
Volatility
TCMSX vs. VOO - Volatility Comparison
Voya Small Cap Growth Fund (TCMSX) has a higher volatility of 13.04% compared to Vanguard S&P 500 ETF (VOO) at 3.58%. This indicates that TCMSX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.