TEQAX vs. VOO
Compare and contrast key facts about Touchstone Global ESG Equity Fund (TEQAX) and Vanguard S&P 500 ETF (VOO).
TEQAX is managed by Touchstone. It was launched on Dec 18, 1997. 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: TEQAX or VOO.
Correlation
The correlation between TEQAX and VOO is 0.87, 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
TEQAX vs. VOO - Performance Comparison
Key characteristics
TEQAX:
0.81
VOO:
0.54
TEQAX:
1.22
VOO:
0.88
TEQAX:
1.16
VOO:
1.13
TEQAX:
0.35
VOO:
0.55
TEQAX:
3.38
VOO:
2.27
TEQAX:
4.27%
VOO:
4.55%
TEQAX:
17.77%
VOO:
19.19%
TEQAX:
-72.10%
VOO:
-33.99%
TEQAX:
-32.63%
VOO:
-9.90%
Returns By Period
In the year-to-date period, TEQAX achieves a 9.90% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, TEQAX has underperformed VOO with an annualized return of -0.56%, while VOO has yielded a comparatively higher 12.07% annualized return.
TEQAX
9.90%
-0.33%
4.46%
15.86%
9.57%
-0.56%
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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TEQAX vs. VOO - Expense Ratio Comparison
TEQAX has a 1.16% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TEQAX vs. VOO — Risk-Adjusted Performance Rank
TEQAX
VOO
TEQAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Global ESG Equity Fund (TEQAX) 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
TEQAX vs. VOO - Dividend Comparison
TEQAX's dividend yield for the trailing twelve months is around 1.39%, which matches VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEQAX Touchstone Global ESG Equity Fund | 1.39% | 1.53% | 1.46% | 1.35% | 0.94% | 0.33% | 0.71% | 0.93% | 0.77% | 0.55% | 0.17% | 0.18% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TEQAX vs. VOO - Drawdown Comparison
The maximum TEQAX drawdown since its inception was -72.10%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TEQAX and VOO. For additional features, visit the drawdowns tool.
Volatility
TEQAX vs. VOO - Volatility Comparison
The current volatility for Touchstone Global ESG Equity Fund (TEQAX) is 10.98%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. This indicates that TEQAX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.