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.
Performance
TSFIX vs. VOO - Performance Comparison
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TSFIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TSFIX Touchstone Small Cap Fund | -3.86% | 5.89% | 11.13% | 20.89% | -9.70% | 20.04% | 10.34% | 39.71% | -9.59% | 6.27% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, TSFIX achieves a -3.86% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, TSFIX has underperformed VOO with an annualized return of 8.94%, while VOO has yielded a comparatively higher 14.05% annualized return.
TSFIX
- 1D
- -0.07%
- 1M
- -6.42%
- YTD
- -3.86%
- 6M
- -1.46%
- 1Y
- 9.59%
- 3Y*
- 8.38%
- 5Y*
- 6.09%
- 10Y*
- 8.94%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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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.
Return for Risk
TSFIX vs. VOO — Risk / Return Rank
TSFIX
VOO
TSFIX vs. VOO - Risk-Adjusted Trends 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.
| TSFIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.98 | -0.51 |
Sortino ratioReturn per unit of downside risk | 0.91 | 1.50 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.53 | -0.91 |
Martin ratioReturn relative to average drawdown | 2.24 | 7.29 | -5.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TSFIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.98 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.70 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.78 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.83 | -0.33 |
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.
Dividends
TSFIX vs. VOO - Dividend Comparison
TSFIX's dividend yield for the trailing twelve months is around 6.10%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSFIX Touchstone Small Cap Fund | 6.10% | 5.87% | 1.43% | 3.37% | 1.89% | 13.31% | 2.52% | 18.54% | 32.83% | 22.85% | 0.37% | 13.55% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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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Drawdown Indicators
| TSFIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.00% | -33.99% | -5.01% |
Max Drawdown (1Y)Largest decline over 1 year | -13.10% | -11.98% | -1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -28.30% | -24.52% | -3.78% |
Max Drawdown (10Y)Largest decline over 10 years | -39.00% | -33.99% | -5.01% |
Current DrawdownCurrent decline from peak | -8.92% | -6.29% | -2.63% |
Average DrawdownAverage peak-to-trough decline | -6.95% | -3.72% | -3.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 2.52% | +1.12% |
Volatility
TSFIX vs. VOO - Volatility Comparison
The current volatility for Touchstone Small Cap Fund (TSFIX) is 4.28%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that TSFIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TSFIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 5.29% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 11.19% | 9.44% | +1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.82% | 18.10% | +3.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.78% | 16.82% | +3.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.74% | 17.99% | +3.75% |