PortfoliosLab logoPortfoliosLab logo
TMFM vs. IVOO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TMFM vs. IVOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Motley Fool Mid-Cap Growth ETF (TMFM) and Vanguard S&P Mid-Cap 400 ETF (IVOO). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

TMFM vs. IVOO - Yearly Performance Comparison


2026 (YTD)20252024202320222021
TMFM
Motley Fool Mid-Cap Growth ETF
-14.00%-8.98%17.54%21.81%-27.36%2.08%
IVOO
Vanguard S&P Mid-Cap 400 ETF
2.57%7.47%13.77%16.45%-13.17%3.43%

Returns By Period

In the year-to-date period, TMFM achieves a -14.00% return, which is significantly lower than IVOO's 2.57% return.


TMFM

1D
2.00%
1M
-10.04%
YTD
-14.00%
6M
-18.69%
1Y
-19.31%
3Y*
2.05%
5Y*
10Y*

IVOO

1D
2.97%
1M
-5.28%
YTD
2.57%
6M
4.28%
1Y
17.42%
3Y*
12.05%
5Y*
6.55%
10Y*
10.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


TMFM vs. IVOO - Expense Ratio Comparison

TMFM has a 0.85% expense ratio, which is higher than IVOO's 0.10% expense ratio.


Return for Risk

TMFM vs. IVOO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TMFM
TMFM Risk / Return Rank: 11
Overall Rank
TMFM Sharpe Ratio Rank: 11
Sharpe Ratio Rank
TMFM Sortino Ratio Rank: 11
Sortino Ratio Rank
TMFM Omega Ratio Rank: 11
Omega Ratio Rank
TMFM Calmar Ratio Rank: 22
Calmar Ratio Rank
TMFM Martin Ratio Rank: 11
Martin Ratio Rank

IVOO
IVOO Risk / Return Rank: 5252
Overall Rank
IVOO Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
IVOO Sortino Ratio Rank: 5252
Sortino Ratio Rank
IVOO Omega Ratio Rank: 5050
Omega Ratio Rank
IVOO Calmar Ratio Rank: 5353
Calmar Ratio Rank
IVOO Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TMFM vs. IVOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Motley Fool Mid-Cap Growth ETF (TMFM) and Vanguard S&P Mid-Cap 400 ETF (IVOO). 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.


TMFMIVOODifference

Sharpe ratio

Return per unit of total volatility

-0.91

0.82

-1.74

Sortino ratio

Return per unit of downside risk

-1.29

1.30

-2.59

Omega ratio

Gain probability vs. loss probability

0.85

1.18

-0.33

Calmar ratio

Return relative to maximum drawdown

-0.69

1.24

-1.93

Martin ratio

Return relative to average drawdown

-1.67

5.38

-7.05

TMFM vs. IVOO - Sharpe Ratio Comparison

The current TMFM Sharpe Ratio is -0.91, which is lower than the IVOO Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of TMFM and IVOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


TMFMIVOODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.91

0.82

-1.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.21

0.58

-0.79

Correlation

The correlation between TMFM and IVOO is 0.87, 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.


Dividends

TMFM vs. IVOO - Dividend Comparison

TMFM's dividend yield for the trailing twelve months is around 0.07%, less than IVOO's 1.32% yield.


TTM20252024202320222021202020192018201720162015
TMFM
Motley Fool Mid-Cap Growth ETF
0.07%0.06%16.27%2.55%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IVOO
Vanguard S&P Mid-Cap 400 ETF
1.32%1.35%1.30%1.25%1.58%1.14%1.23%1.49%1.56%1.22%1.37%1.45%

Drawdowns

TMFM vs. IVOO - Drawdown Comparison

The maximum TMFM drawdown since its inception was -31.75%, smaller than the maximum IVOO drawdown of -42.33%. Use the drawdown chart below to compare losses from any high point for TMFM and IVOO.


Loading graphics...

Drawdown Indicators


TMFMIVOODifference

Max Drawdown

Largest peak-to-trough decline

-31.75%

-42.33%

+10.58%

Max Drawdown (1Y)

Largest decline over 1 year

-27.34%

-14.17%

-13.17%

Max Drawdown (5Y)

Largest decline over 5 years

-24.22%

Max Drawdown (10Y)

Largest decline over 10 years

-42.33%

Current Drawdown

Current decline from peak

-30.02%

-6.10%

-23.92%

Average Drawdown

Average peak-to-trough decline

-15.38%

-5.31%

-10.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.28%

3.27%

+8.01%

Volatility

TMFM vs. IVOO - Volatility Comparison

The current volatility for Motley Fool Mid-Cap Growth ETF (TMFM) is 5.83%, while Vanguard S&P Mid-Cap 400 ETF (IVOO) has a volatility of 6.56%. This indicates that TMFM experiences smaller price fluctuations and is considered to be less risky than IVOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


TMFMIVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.83%

6.56%

-0.73%

Volatility (6M)

Calculated over the trailing 6-month period

13.76%

11.90%

+1.86%

Volatility (1Y)

Calculated over the trailing 1-year period

21.27%

21.22%

+0.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.48%

19.73%

+0.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.48%

21.17%

-0.69%