SPLS vs TSPX

SPLS vs TSPX

Which is better, SPLS or TSPX?

TSPX has been ahead.

SPLS has a lower expense ratio. TSPX led over 1Y.

Lower Fees: SPLSHigher Returns (1Y): TSPX

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

MetricSPLSTSPX
Expense Ratio0.18%Best1.04%
AUM$88M$247M
Dividend Yield0.54%1.96%
Holdings34
YTD Return+10.71%Tie+10.71%Tie
1Y Return+10.71%+11.30%Best
Volatility (annualized)-9.2%
Max Drawdown--8.1%
$10,000 over 1.6 years-$12,412
Fund FamilyPIMCO (US)Twin Oak
CategoryAllocation/BalancedAllocation/Balanced
StyleAllocation/BalancedAllocation/Balanced
InceptionJan 15, 2026Feb 20, 2025

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Jan 16, 2026 to Oct 14, 2026 (1.6 years).

SPLS vs TSPX growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.6 years both funds cover.

Compare SPLS against instead:SPLS vs SPYSPLS vs QQQSPLS vs VOOSPLS vs VTITSPX against:TSPX vs VXUS

SPLS vs TSPX Performance

PIMCO US Stocks PLUS Active Bond Exchange-Traded Fund (SPLS) is an ETF from PIMCO (US) and Twin Oak Active Opportunities ETF (TSPX) is an ETF from Twin Oak. Over the past year SPLS returned +10.71% while TSPX returned +11.30%. Year to date, SPLS is up 10.71% versus a gain of 10.71% for TSPX.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPLS charges 0.18% per year while TSPX charges 1.04%. On a $10,000 position that is $18 vs $104 annually, a gap of $86 per year that compounds over a long holding period. On income, SPLS currently yields 0.54% against 1.96% for TSPX.

Holdings Overlap

We hold position weights for 3 holdings in SPLS and 3 in TSPX, totalling 98.3% and 99.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 3 positions we hold weights for in SPLS and 3 in TSPX, against full books of 3 and 4.

You are not choosing between two funds in isolation.

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

SPLSTSPX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPLS or TSPX?

SPLS has an expense ratio of 0.18% while TSPX charges 1.04%. SPLS is the cheaper option, by $86 a year on a $10,000 investment.

Which performed better, SPLS or TSPX?

Over the past year SPLS returned +10.71% vs +11.30% for TSPX, so TSPX leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, SPLS or TSPX?

SPLS yields 0.54% while TSPX yields 1.96%, so TSPX currently pays the higher dividend yield.

Is TSPX better than SPLS?

SPLS has a lower expense ratio. TSPX led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.