TMFC vs. OMXS.L
Compare and contrast key facts about Motley Fool 100 Index ETF (TMFC) and iShares OMX Stockholm Capped UCITS ETF (OMXS.L).
TMFC and OMXS.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TMFC is a passively managed fund by Motley Fool that tracks the performance of the Motley Fool 100 Index. It was launched on Jan 29, 2018. OMXS.L is a passively managed fund by iShares that tracks the performance of the MSCI Sweden NR SEK. It was launched on Dec 14, 2016. Both TMFC and OMXS.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
TMFC vs. OMXS.L - Performance Comparison
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TMFC vs. OMXS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
TMFC Motley Fool 100 Index ETF | -7.36% | 19.55% | 35.17% | 47.04% | -30.86% | 25.30% | 42.00% | 34.70% | -5.66% |
OMXS.L iShares OMX Stockholm Capped UCITS ETF | 1.87% | 35.60% | -2.00% | 21.03% | -29.59% | 23.29% | 27.84% | 25.83% | -17.15% |
Different Trading Currencies
TMFC is traded in USD, while OMXS.L is traded in GBp. To make them comparable, the OMXS.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, TMFC achieves a -7.36% return, which is significantly lower than OMXS.L's 1.87% return.
TMFC
- 1D
- 0.79%
- 1M
- -4.14%
- YTD
- -7.36%
- 6M
- -5.59%
- 1Y
- 18.84%
- 3Y*
- 23.68%
- 5Y*
- 13.26%
- 10Y*
- —
OMXS.L
- 1D
- 4.78%
- 1M
- -6.03%
- YTD
- 1.87%
- 6M
- 10.55%
- 1Y
- 24.73%
- 3Y*
- 15.05%
- 5Y*
- 5.36%
- 10Y*
- —
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TMFC vs. OMXS.L - Expense Ratio Comparison
TMFC has a 0.50% expense ratio, which is higher than OMXS.L's 0.10% expense ratio.
Return for Risk
TMFC vs. OMXS.L — Risk / Return Rank
TMFC
OMXS.L
TMFC vs. OMXS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Motley Fool 100 Index ETF (TMFC) and iShares OMX Stockholm Capped UCITS ETF (OMXS.L). 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.
| TMFC | OMXS.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.13 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.58 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.22 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.65 | -0.09 |
Martin ratioReturn relative to average drawdown | 5.50 | 6.10 | -0.60 |
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
| TMFC | OMXS.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.13 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.22 | +0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.46 | +0.28 |
Correlation
The correlation between TMFC and OMXS.L is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
TMFC vs. OMXS.L - Dividend Comparison
TMFC's dividend yield for the trailing twelve months is around 0.15%, while OMXS.L has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
TMFC Motley Fool 100 Index ETF | 0.15% | 0.14% | 0.40% | 0.26% | 0.27% | 0.23% | 0.42% | 0.50% | 0.61% |
OMXS.L iShares OMX Stockholm Capped UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TMFC vs. OMXS.L - Drawdown Comparison
The maximum TMFC drawdown since its inception was -33.06%, smaller than the maximum OMXS.L drawdown of -45.31%. Use the drawdown chart below to compare losses from any high point for TMFC and OMXS.L.
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Drawdown Indicators
| TMFC | OMXS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.06% | -32.75% | -0.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.64% | -13.98% | +1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -33.06% | -32.75% | -0.31% |
Current DrawdownCurrent decline from peak | -9.24% | -8.09% | -1.15% |
Average DrawdownAverage peak-to-trough decline | -6.88% | -8.71% | +1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 3.62% | -0.03% |
Volatility
TMFC vs. OMXS.L - Volatility Comparison
The current volatility for Motley Fool 100 Index ETF (TMFC) is 5.84%, while iShares OMX Stockholm Capped UCITS ETF (OMXS.L) has a volatility of 9.24%. This indicates that TMFC experiences smaller price fluctuations and is considered to be less risky than OMXS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMFC | OMXS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 9.24% | -3.40% |
Volatility (6M)Calculated over the trailing 6-month period | 10.54% | 14.46% | -3.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.22% | 21.76% | -1.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.42% | 24.15% | -3.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.14% | 22.55% | -0.41% |