TCLOX vs. VOO
Compare and contrast key facts about TIAA-CREF Lifecycle 2040 Fund (TCLOX) and Vanguard S&P 500 ETF (VOO).
TCLOX is managed by TIAA Investments. It was launched on Oct 14, 2004. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TCLOX or VOO.
Correlation
The correlation between TCLOX and VOO is 0.95, 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.
Performance
TCLOX vs. VOO - Performance Comparison
Key characteristics
TCLOX:
0.18
VOO:
0.32
TCLOX:
0.32
VOO:
0.57
TCLOX:
1.04
VOO:
1.08
TCLOX:
0.17
VOO:
0.32
TCLOX:
0.70
VOO:
1.42
TCLOX:
3.30%
VOO:
4.19%
TCLOX:
12.54%
VOO:
18.73%
TCLOX:
-54.35%
VOO:
-33.99%
TCLOX:
-9.40%
VOO:
-13.85%
Returns By Period
In the year-to-date period, TCLOX achieves a -4.93% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, TCLOX has underperformed VOO with an annualized return of 3.20%, while VOO has yielded a comparatively higher 11.66% annualized return.
TCLOX
-4.93%
-5.58%
-8.01%
2.86%
6.33%
3.20%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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TCLOX vs. VOO - Expense Ratio Comparison
TCLOX has a 0.49% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TCLOX vs. VOO — Risk-Adjusted Performance Rank
TCLOX
VOO
TCLOX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle 2040 Fund (TCLOX) 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.
Dividends
TCLOX vs. VOO - Dividend Comparison
TCLOX's dividend yield for the trailing twelve months is around 1.36%, less than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCLOX TIAA-CREF Lifecycle 2040 Fund | 1.36% | 1.30% | 1.37% | 1.05% | 2.36% | 1.76% | 1.09% | 1.97% | 1.91% | 1.28% | 1.42% | 2.36% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TCLOX vs. VOO - Drawdown Comparison
The maximum TCLOX drawdown since its inception was -54.35%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TCLOX and VOO. For additional features, visit the drawdowns tool.
Volatility
TCLOX vs. VOO - Volatility Comparison
The current volatility for TIAA-CREF Lifecycle 2040 Fund (TCLOX) is 7.42%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that TCLOX 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.