TMFC vs. SPY
Compare and contrast key facts about Motley Fool 100 Index ETF (TMFC) and SPDR S&P 500 ETF (SPY).
TMFC and SPY 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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both TMFC and SPY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TMFC or SPY.
Correlation
The correlation between TMFC and SPY is 0.92, 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
TMFC vs. SPY - Performance Comparison
Key characteristics
TMFC:
2.37
SPY:
2.21
TMFC:
3.10
SPY:
2.93
TMFC:
1.43
SPY:
1.41
TMFC:
3.33
SPY:
3.26
TMFC:
14.01
SPY:
14.43
TMFC:
2.68%
SPY:
1.90%
TMFC:
15.88%
SPY:
12.41%
TMFC:
-33.06%
SPY:
-55.19%
TMFC:
-2.76%
SPY:
-2.74%
Returns By Period
In the year-to-date period, TMFC achieves a 36.34% return, which is significantly higher than SPY's 25.54% return.
TMFC
36.34%
2.99%
13.51%
36.38%
19.94%
N/A
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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TMFC vs. SPY - Expense Ratio Comparison
TMFC has a 0.50% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
TMFC vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Motley Fool 100 Index ETF (TMFC) and SPDR S&P 500 ETF (SPY). 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
TMFC vs. SPY - Dividend Comparison
TMFC's dividend yield for the trailing twelve months is around 0.40%, less than SPY's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMFC Motley Fool 100 Index ETF | 0.40% | 0.26% | 0.27% | 0.23% | 0.42% | 0.50% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
TMFC vs. SPY - Drawdown Comparison
The maximum TMFC drawdown since its inception was -33.06%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TMFC and SPY. For additional features, visit the drawdowns tool.
Volatility
TMFC vs. SPY - Volatility Comparison
Motley Fool 100 Index ETF (TMFC) has a higher volatility of 4.59% compared to SPDR S&P 500 ETF (SPY) at 3.72%. This indicates that TMFC's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.