TOAO vs VYM
Twin Oak Active Opportunities III ETF vs Vanguard High Dividend Yield ETF
Which is better, TOAO or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio.
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
| Metric | TOAO | VYM |
|---|---|---|
| Expense Ratio | 0.95% | 0.04%Best |
| AUM | $452M | $78.9B |
| Dividend Yield | 0.00% | 2.37% |
| Holdings | 49 | 608 |
| YTD Return | +8.07% | +11.83%Best |
| 1Y Return | - | +15.96% |
| 3Y Return (annualized) | - | +18.60% |
| 5Y Return (annualized) | - | +11.51% |
| Fund Family | Twin Oak | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Apr 24, 2026 | Nov 10, 2006 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
TOAO vs VYM 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
TOAO vs VYM Performance
Twin Oak Active Opportunities III ETF (TOAO) is an ETF from Twin Oak and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, TOAO is up 8.07% versus a gain of 11.83% for VYM.
Past performance does not guarantee future results.
Fees and Cost Over Time
TOAO charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, TOAO currently yields 0.00% against 2.37% for VYM.
Holdings Overlap
At least 8.4% of VYM's money is in holdings TOAO also owns.
Only one direction is shown: for TOAO, our book for it lists positions totalling 109.2% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
VYM and TOAO share little of their money.
2 positions in common, counted across the 28 positions we hold weights for in TOAO and 602 in VYM, against full books of 49 and 608.
You are not choosing between two funds in isolation.
Whichever of TOAO and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, TOAO or VYM?
TOAO has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option, by $91 a year on a $10,000 investment.
What is the holdings overlap between TOAO and VYM?
At least 8.4% of VYM's money is in holdings TOAO also owns. Our book for TOAO is partial, so the real figure is this or higher. They hold 2 positions in common, counted across the 28 positions we hold weights for in TOAO and 602 in VYM.
Which pays a higher dividend, TOAO or VYM?
TOAO yields 0.00% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than TOAO?
VYM has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.