TMFC vs. TMFE
Compare and contrast key facts about Motley Fool 100 Index ETF (TMFC) and The RBB Fund, Inc. - Motley Fool High Capital Efficiency Index ETF (TMFE).
TMFC and TMFE 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. TMFE is a passively managed fund by RBB Fund that tracks the performance of the Motley Fool Capital Efficiency 100 Index. It was launched on Dec 30, 2021. Both TMFC and TMFE 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 TMFE.
Performance
TMFC vs. TMFE - Performance Comparison
Returns By Period
In the year-to-date period, TMFC achieves a 32.38% return, which is significantly higher than TMFE's 30.75% return.
TMFC
32.38%
2.78%
16.86%
37.14%
20.24%
N/A
TMFE
30.75%
2.97%
15.24%
36.88%
N/A
N/A
Key characteristics
| TMFC | TMFE | |
|---|---|---|
| Sharpe Ratio | 2.44 | 2.48 |
| Sortino Ratio | 3.23 | 3.47 |
| Omega Ratio | 1.45 | 1.44 |
| Calmar Ratio | 3.35 | 4.53 |
| Martin Ratio | 14.23 | 17.81 |
| Ulcer Index | 2.66% | 2.12% |
| Daily Std Dev | 15.50% | 15.23% |
| Max Drawdown | -33.06% | -31.07% |
| Current Drawdown | -1.22% | -0.52% |
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TMFC vs. TMFE - Expense Ratio Comparison
Both TMFC and TMFE have an expense ratio of 0.50%.
Correlation
The correlation between TMFC and TMFE is 0.94, 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.
Risk-Adjusted Performance
TMFC vs. TMFE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Motley Fool 100 Index ETF (TMFC) and The RBB Fund, Inc. - Motley Fool High Capital Efficiency Index ETF (TMFE). 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. TMFE - Dividend Comparison
TMFC's dividend yield for the trailing twelve months is around 0.10%, less than TMFE's 0.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
TMFC Motley Fool 100 Index ETF | 0.10% | 0.26% | 0.27% | 0.23% | 0.42% | 0.50% | 0.62% |
TMFE The RBB Fund, Inc. - Motley Fool High Capital Efficiency Index ETF | 0.34% | 0.45% | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TMFC vs. TMFE - Drawdown Comparison
The maximum TMFC drawdown since its inception was -33.06%, which is greater than TMFE's maximum drawdown of -31.07%. Use the drawdown chart below to compare losses from any high point for TMFC and TMFE. For additional features, visit the drawdowns tool.
Volatility
TMFC vs. TMFE - Volatility Comparison
Motley Fool 100 Index ETF (TMFC) has a higher volatility of 4.99% compared to The RBB Fund, Inc. - Motley Fool High Capital Efficiency Index ETF (TMFE) at 4.14%. This indicates that TMFC's price experiences larger fluctuations and is considered to be riskier than TMFE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.