TMFM vs. ITOT
Compare and contrast key facts about Motley Fool Mid-Cap Growth ETF (TMFM) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
TMFM and ITOT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TMFM is an actively managed fund by Motley Fool. It was launched on Jun 17, 2014. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TMFM or ITOT.
Correlation
The correlation between TMFM and ITOT is 0.85, 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
TMFM vs. ITOT - Performance Comparison
Key characteristics
TMFM:
1.45
ITOT:
1.78
TMFM:
2.08
ITOT:
2.40
TMFM:
1.25
ITOT:
1.33
TMFM:
1.52
ITOT:
2.72
TMFM:
4.95
ITOT:
10.69
TMFM:
4.08%
ITOT:
2.16%
TMFM:
13.96%
ITOT:
12.99%
TMFM:
-31.75%
ITOT:
-55.20%
TMFM:
-6.80%
ITOT:
-0.53%
Returns By Period
The year-to-date returns for both stocks are quite close, with TMFM having a 4.25% return and ITOT slightly lower at 4.10%.
TMFM
4.25%
-0.72%
11.17%
20.98%
N/A
N/A
ITOT
4.10%
0.81%
10.75%
23.89%
13.94%
12.69%
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TMFM vs. ITOT - Expense Ratio Comparison
TMFM has a 0.85% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Risk-Adjusted Performance
TMFM vs. ITOT — Risk-Adjusted Performance Rank
TMFM
ITOT
TMFM vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Motley Fool Mid-Cap Growth ETF (TMFM) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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
TMFM vs. ITOT - Dividend Comparison
TMFM's dividend yield for the trailing twelve months is around 15.60%, more than ITOT's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMFM Motley Fool Mid-Cap Growth ETF | 15.60% | 16.27% | 2.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.18% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% |
Drawdowns
TMFM vs. ITOT - Drawdown Comparison
The maximum TMFM drawdown since its inception was -31.75%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for TMFM and ITOT. For additional features, visit the drawdowns tool.
Volatility
TMFM vs. ITOT - Volatility Comparison
Motley Fool Mid-Cap Growth ETF (TMFM) and iShares Core S&P Total U.S. Stock Market ETF (ITOT) have volatilities of 2.89% and 2.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.