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 0.96, 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:
1.17
VOO:
2.30
TCLOX:
1.58
VOO:
3.05
TCLOX:
1.22
VOO:
1.43
TCLOX:
1.85
VOO:
3.39
TCLOX:
6.93
VOO:
15.10
TCLOX:
1.75%
VOO:
1.90%
TCLOX:
10.34%
VOO:
12.48%
TCLOX:
-53.88%
VOO:
-33.99%
TCLOX:
-4.43%
VOO:
-0.76%
Returns By Period
In the year-to-date period, TCLOX achieves a 11.46% return, which is significantly lower than VOO's 28.23% return. Over the past 10 years, TCLOX has underperformed VOO with an annualized return of 7.83%, while VOO has yielded a comparatively higher 13.23% annualized return.
TCLOX
11.46%
-2.59%
1.96%
12.10%
7.64%
7.83%
VOO
28.23%
1.30%
11.10%
28.67%
15.07%
13.23%
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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 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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCLOX TIAA-CREF Lifecycle 2040 Fund | 0.00% | 1.37% | 1.05% | 2.36% | 1.76% | 1.09% | 1.97% | 1.91% | 1.28% | 1.42% | 2.36% | 2.88% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
TCLOX vs. VOO - Drawdown Comparison
The maximum TCLOX drawdown since its inception was -53.88%, 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 3.67%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.90%. 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.