TCVIX vs. VO
Compare and contrast key facts about Touchstone Mid Cap Value Fund (TCVIX) and Vanguard Mid-Cap ETF (VO).
TCVIX is managed by Touchstone. It was launched on Sep 30, 2009. VO is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Index. It was launched on Jan 26, 2004.
Performance
TCVIX vs. VO - Performance Comparison
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TCVIX vs. VO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TCVIX Touchstone Mid Cap Value Fund | 5.28% | 10.00% | 8.61% | 7.78% | -8.38% | 27.12% | 5.70% | 29.76% | -16.77% | 14.09% |
VO Vanguard Mid-Cap ETF | -0.68% | 11.62% | 15.31% | 16.03% | -18.73% | 24.70% | 18.10% | 30.98% | -9.24% | 19.28% |
Returns By Period
In the year-to-date period, TCVIX achieves a 5.28% return, which is significantly higher than VO's -0.68% return. Over the past 10 years, TCVIX has underperformed VO with an annualized return of 8.94%, while VO has yielded a comparatively higher 10.67% annualized return.
TCVIX
- 1D
- -0.74%
- 1M
- -7.05%
- YTD
- 5.28%
- 6M
- 8.70%
- 1Y
- 17.19%
- 3Y*
- 10.74%
- 5Y*
- 6.82%
- 10Y*
- 8.94%
VO
- 1D
- 2.22%
- 1M
- -5.86%
- YTD
- -0.68%
- 6M
- -1.48%
- 1Y
- 12.73%
- 3Y*
- 12.61%
- 5Y*
- 6.66%
- 10Y*
- 10.67%
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TCVIX vs. VO - Expense Ratio Comparison
TCVIX has a 0.85% expense ratio, which is higher than VO's 0.04% expense ratio.
Return for Risk
TCVIX vs. VO — Risk / Return Rank
TCVIX
VO
TCVIX vs. VO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Mid Cap Value Fund (TCVIX) and Vanguard Mid-Cap ETF (VO). 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.
| TCVIX | VO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.73 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.12 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.16 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.05 | +0.27 |
Martin ratioReturn relative to average drawdown | 5.51 | 4.84 | +0.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TCVIX | VO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.73 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.38 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.57 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.48 | +0.10 |
Correlation
The correlation between TCVIX and VO is 0.93, 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.
Dividends
TCVIX vs. VO - Dividend Comparison
TCVIX's dividend yield for the trailing twelve months is around 4.03%, more than VO's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCVIX Touchstone Mid Cap Value Fund | 4.03% | 4.25% | 5.48% | 1.80% | 6.59% | 6.77% | 0.76% | 0.91% | 5.86% | 6.47% | 4.44% | 7.26% |
VO Vanguard Mid-Cap ETF | 1.51% | 1.52% | 1.49% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% |
Drawdowns
TCVIX vs. VO - Drawdown Comparison
The maximum TCVIX drawdown since its inception was -41.89%, smaller than the maximum VO drawdown of -58.87%. Use the drawdown chart below to compare losses from any high point for TCVIX and VO.
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Drawdown Indicators
| TCVIX | VO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.89% | -58.87% | +16.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -12.74% | +0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -19.37% | -27.57% | +8.20% |
Max Drawdown (10Y)Largest decline over 10 years | -41.89% | -39.37% | -2.52% |
Current DrawdownCurrent decline from peak | -7.76% | -6.12% | -1.64% |
Average DrawdownAverage peak-to-trough decline | -5.43% | -7.91% | +2.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 2.76% | +0.24% |
Volatility
TCVIX vs. VO - Volatility Comparison
Touchstone Mid Cap Value Fund (TCVIX) has a higher volatility of 5.27% compared to Vanguard Mid-Cap ETF (VO) at 4.89%. This indicates that TCVIX's price experiences larger fluctuations and is considered to be riskier than VO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TCVIX | VO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 4.89% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 10.00% | 9.72% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.54% | 17.57% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.11% | 17.62% | -0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.11% | 18.94% | +0.17% |