TDSB vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricTDSBVOOWinner
Expense Ratio0.91%0.03%
AUM$49M$979.0B
Dividend Yield2.28%1.09%
Holdings11509
YTD Return+4.01%+13.11%
1Y Return+11.78%+22.88%
3Y Return (annualized)+8.45%+21.08%
5Y Return (annualized)+1.46%+13.26%
Volatility (annualized)7.7%14.1%
Max Drawdown-19.6%-34.3%
Fund FamilyThe Cabana Group, LLCVanguard (US)
CategoryAllocation/BalancedEquity
InceptionSep 16, 2020Sep 7, 2010

TDSB vs VOO Performance

ETC Cabana Target Beta ETF (TDSB) is a ETF from The Cabana Group, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year TDSB returned +11.78% while VOO returned +22.88%. Year to date, TDSB is up 4.01% versus a gain of 13.11% for VOO.

Over three years, TDSB compounded at +8.45% per year against +21.08% for VOO; over five years the annualized figures are +1.46% and +13.26% respectively. Across the full 6-year window we track, VOO has the edge at +13.54% annualized vs +2.09%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 7.7% for TDSB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -19.6% for TDSB and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TDSB charges 0.91% per year while VOO charges 0.03%. On a $10,000 position that is $91 vs $3 annually, a gap of $88 per year that compounds over a long holding period. On income, TDSB currently yields 2.28% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

TDSB and VOO share 0 holdings out of 515 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, TDSB or VOO?

TDSB has an expense ratio of 0.91% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $88 per year of difference.

Which performed better, TDSB or VOO?

Over the past year TDSB returned +11.78% vs +22.88% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), TDSB annualized +2.09% vs +13.54% for VOO. Past performance does not guarantee future results.

Which is riskier, TDSB or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 7.7% for TDSB. Worst drawdown: TDSB -19.6% vs VOO -34.3%.

Should I hold both TDSB and VOO?

TDSB and VOO have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TDSB and VOO?

TDSB and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 515 unique securities.

Which pays a higher dividend, TDSB or VOO?

TDSB yields 2.28% while VOO yields 1.09%, so TDSB currently pays the higher dividend yield.

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