OCFS vs TMID

OCFS vs TMID

Which is better, OCFS or TMID?

TMID costs less.

TMID has a lower expense ratio.

Lower Fees: TMID

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricOCFSTMID
Expense Ratio0.85%0.47%Best
AUM$6M$12M
Dividend Yield0.00%0.00%
Holdings32391
Volatility (annualized)15.5%-
Max Drawdown-24.6%-
Fund FamilyOtter Creek AdvisorsT.Rowe Price
CategoryEquityEquity
StyleMid Cap BlendMid Cap Blend
InceptionMay 17, 2024Sep 16, 2026

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), $10,000 over the window, Top 10 Weight.

The two price series end 350 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. OCFS has data through Oct 29, 2025 and TMID through Oct 14, 2026.

Compare OCFS against instead:OCFS vs SPYOCFS vs QQQOCFS vs VOOOCFS vs VTITMID against:TMID vs VXUS

Fees and Cost Over Time

OCFS charges 0.85% per year while TMID charges 0.47%. On a $10,000 position that is $85 vs $47 annually, a gap of $38 per year that compounds over a long holding period. On income, OCFS currently yields 0.00% against 0.00% for TMID.

You are not choosing between two funds in isolation.

Whichever of OCFS and TMID you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

OCFSTMID

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, OCFS or TMID?

OCFS has an expense ratio of 0.85% while TMID charges 0.47%. TMID is the cheaper option, by $38 a year on a $10,000 investment.

Which pays a higher dividend, OCFS or TMID?

OCFS yields 0.00% while TMID yields 0.00%, so TMID currently pays the higher dividend yield.

Is TMID better than OCFS?

TMID has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.