TMFX vs. VOO
Compare and contrast key facts about Motley Fool Next Index ETF (TMFX) and Vanguard S&P 500 ETF (VOO).
TMFX and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TMFX is a passively managed fund by Motley Fool that tracks the performance of the Motley Fool Next Index. It was launched on Dec 29, 2021. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both TMFX and VOO 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: TMFX or VOO.
Key characteristics
| TMFX | VOO | |
|---|---|---|
| YTD Return | 18.68% | 26.88% |
| 1Y Return | 40.40% | 37.59% |
| Sharpe Ratio | 2.37 | 3.06 |
| Sortino Ratio | 3.29 | 4.08 |
| Omega Ratio | 1.40 | 1.58 |
| Calmar Ratio | 1.42 | 4.43 |
| Martin Ratio | 14.61 | 20.25 |
| Ulcer Index | 2.76% | 1.85% |
| Daily Std Dev | 17.00% | 12.23% |
| Max Drawdown | -34.30% | -33.99% |
| Current Drawdown | -0.67% | -0.30% |
Correlation
The correlation between TMFX and VOO is 0.86, 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
TMFX vs. VOO - Performance Comparison
In the year-to-date period, TMFX achieves a 18.68% return, which is significantly lower than VOO's 26.88% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TMFX vs. VOO - Expense Ratio Comparison
TMFX has a 0.50% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TMFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Motley Fool Next Index ETF (TMFX) and Vanguard S&P 500 ETF (VOO). 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
TMFX vs. VOO - Dividend Comparison
TMFX's dividend yield for the trailing twelve months is around 0.14%, less than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMFX Motley Fool Next Index ETF | 0.14% | 0.17% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
TMFX vs. VOO - Drawdown Comparison
The maximum TMFX drawdown since its inception was -34.30%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TMFX and VOO. For additional features, visit the drawdowns tool.
Volatility
TMFX vs. VOO - Volatility Comparison
Motley Fool Next Index ETF (TMFX) has a higher volatility of 4.17% compared to Vanguard S&P 500 ETF (VOO) at 3.89%. This indicates that TMFX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.