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.
Correlation
The correlation between TSFIX and VOO is 0.80, 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
TSFIX vs. VOO - Performance Comparison
Key characteristics
TSFIX:
0.39
VOO:
1.89
TSFIX:
0.73
VOO:
2.54
TSFIX:
1.08
VOO:
1.35
TSFIX:
0.22
VOO:
2.83
TSFIX:
1.34
VOO:
11.83
TSFIX:
4.98%
VOO:
2.02%
TSFIX:
17.04%
VOO:
12.66%
TSFIX:
-63.89%
VOO:
-33.99%
TSFIX:
-22.31%
VOO:
-0.42%
Returns By Period
In the year-to-date period, TSFIX achieves a 1.16% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, TSFIX has underperformed VOO with an annualized return of -2.02%, while VOO has yielded a comparatively higher 13.26% annualized return.
TSFIX
1.16%
-1.82%
4.53%
7.46%
5.98%
-2.02%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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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.
Dividends
TSFIX vs. VOO - Dividend Comparison
TSFIX's dividend yield for the trailing twelve months is around 0.32%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSFIX Touchstone Small Cap Fund | 0.32% | 0.32% | 0.29% | 0.17% | 0.28% | 1.01% | 0.31% | 0.00% | 3.04% | 0.37% | 1.16% | 0.06% |
VOO Vanguard S&P 500 ETF | 1.19% | 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 -63.89%, 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. For additional features, visit the drawdowns tool.
Volatility
TSFIX vs. VOO - Volatility Comparison
Touchstone Small Cap Fund (TSFIX) has a higher volatility of 3.77% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. 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.