Correlation
The correlation between TSFIX and VOO is 0.81, 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.
TSFIX vs. VOO
Compare and contrast key facts about Touchstone Small Cap Fund (TSFIX) and Vanguard S&P 500 ETF (VOO).
TSFIX is managed by Touchstone. It was launched on Sep 30, 2009. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TSFIX or VOO.
Performance
TSFIX vs. VOO - Performance Comparison
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Key characteristics
TSFIX:
0.38
VOO:
0.70
TSFIX:
0.67
VOO:
1.05
TSFIX:
1.08
VOO:
1.15
TSFIX:
0.28
VOO:
0.69
TSFIX:
0.89
VOO:
2.62
TSFIX:
7.91%
VOO:
4.93%
TSFIX:
23.50%
VOO:
19.55%
TSFIX:
-39.00%
VOO:
-33.99%
TSFIX:
-8.46%
VOO:
-3.45%
Returns By Period
In the year-to-date period, TSFIX achieves a -0.42% return, which is significantly lower than VOO's 1.00% return. Over the past 10 years, TSFIX has underperformed VOO with an annualized return of 6.30%, while VOO has yielded a comparatively higher 12.81% annualized return.
TSFIX
-0.42%
1.83%
-7.54%
8.96%
10.20%
14.05%
6.30%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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TSFIX vs. VOO - Expense Ratio Comparison
TSFIX has a 0.94% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TSFIX vs. VOO — Risk-Adjusted Performance Rank
TSFIX
VOO
TSFIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Small Cap Fund (TSFIX) 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.
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Dividends
TSFIX vs. VOO - Dividend Comparison
TSFIX's dividend yield for the trailing twelve months is around 7.44%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSFIX Touchstone Small Cap Fund | 7.44% | 1.43% | 3.36% | 1.89% | 13.31% | 2.53% | 9.42% | 32.83% | 22.85% | 0.37% | 13.55% | 8.36% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TSFIX vs. VOO - Drawdown Comparison
The maximum TSFIX drawdown since its inception was -39.00%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TSFIX and VOO.
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Volatility
TSFIX vs. VOO - Volatility Comparison
Touchstone Small Cap Fund (TSFIX) has a higher volatility of 5.86% compared to Vanguard S&P 500 ETF (VOO) at 4.83%. This indicates that TSFIX'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.
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