TFCGX vs. VOO
Compare and contrast key facts about Taylor Frigon Core Growth Fund (TFCGX) and Vanguard S&P 500 ETF (VOO).
TFCGX is managed by Taylor Frigon Capital Management. It was launched on Dec 27, 2016. 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: TFCGX or VOO.
Correlation
The correlation between TFCGX and VOO is 0.75, 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
TFCGX vs. VOO - Performance Comparison
Key characteristics
TFCGX:
1.06
VOO:
1.98
TFCGX:
1.52
VOO:
2.65
TFCGX:
1.18
VOO:
1.36
TFCGX:
0.44
VOO:
2.98
TFCGX:
4.71
VOO:
12.44
TFCGX:
4.85%
VOO:
2.02%
TFCGX:
21.44%
VOO:
12.69%
TFCGX:
-62.59%
VOO:
-33.99%
TFCGX:
-37.62%
VOO:
0.00%
Returns By Period
In the year-to-date period, TFCGX achieves a 5.45% return, which is significantly higher than VOO's 4.06% return.
TFCGX
5.45%
4.87%
20.42%
17.90%
4.33%
N/A
VOO
4.06%
2.87%
10.75%
23.12%
14.36%
13.30%
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TFCGX vs. VOO - Expense Ratio Comparison
TFCGX has a 1.45% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TFCGX vs. VOO — Risk-Adjusted Performance Rank
TFCGX
VOO
TFCGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Taylor Frigon Core Growth Fund (TFCGX) 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
TFCGX vs. VOO - Dividend Comparison
TFCGX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TFCGX Taylor Frigon Core 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% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TFCGX vs. VOO - Drawdown Comparison
The maximum TFCGX drawdown since its inception was -62.59%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TFCGX and VOO. For additional features, visit the drawdowns tool.
Volatility
TFCGX vs. VOO - Volatility Comparison
Taylor Frigon Core Growth Fund (TFCGX) has a higher volatility of 6.60% compared to Vanguard S&P 500 ETF (VOO) at 3.13%. This indicates that TFCGX'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.