TMFC vs. VGT
Compare and contrast key facts about Motley Fool 100 Index ETF (TMFC) and Vanguard Information Technology ETF (VGT).
TMFC and VGT 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. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004. Both TMFC and VGT 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 VGT.
Performance
TMFC vs. VGT - Performance Comparison
Returns By Period
In the year-to-date period, TMFC achieves a 32.38% return, which is significantly higher than VGT's 28.63% return.
TMFC
32.38%
2.78%
16.86%
37.14%
20.24%
N/A
VGT
28.63%
2.11%
15.02%
35.48%
22.76%
20.73%
Key characteristics
| TMFC | VGT | |
|---|---|---|
| Sharpe Ratio | 2.44 | 1.71 |
| Sortino Ratio | 3.23 | 2.24 |
| Omega Ratio | 1.45 | 1.31 |
| Calmar Ratio | 3.35 | 2.36 |
| Martin Ratio | 14.23 | 8.49 |
| Ulcer Index | 2.66% | 4.24% |
| Daily Std Dev | 15.50% | 20.98% |
| Max Drawdown | -33.06% | -54.63% |
| Current Drawdown | -1.22% | -1.01% |
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TMFC vs. VGT - Expense Ratio Comparison
TMFC has a 0.50% expense ratio, which is higher than VGT's 0.10% expense ratio.
Correlation
The correlation between TMFC and VGT is 0.95, 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. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Motley Fool 100 Index ETF (TMFC) and Vanguard Information Technology ETF (VGT). 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. VGT - Dividend Comparison
TMFC's dividend yield for the trailing twelve months is around 0.10%, less than VGT's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMFC Motley Fool 100 Index ETF | 0.10% | 0.26% | 0.27% | 0.23% | 0.42% | 0.50% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
TMFC vs. VGT - Drawdown Comparison
The maximum TMFC drawdown since its inception was -33.06%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for TMFC and VGT. For additional features, visit the drawdowns tool.
Volatility
TMFC vs. VGT - Volatility Comparison
The current volatility for Motley Fool 100 Index ETF (TMFC) is 4.99%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.47%. This indicates that TMFC experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.