TEQLX vs. VOO
Compare and contrast key facts about TIAA-CREF Emerging Markets Equity Index Fund (TEQLX) and Vanguard S&P 500 ETF (VOO).
TEQLX is managed by TIAA Investments. It was launched on Aug 30, 2010. 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: TEQLX or VOO.
Key characteristics
| TEQLX | VOO | |
|---|---|---|
| YTD Return | 7.71% | 19.24% |
| 1Y Return | 12.49% | 28.44% |
| 3Y Return (Ann) | -3.14% | 10.06% |
| 5Y Return (Ann) | 3.28% | 15.24% |
| 10Y Return (Ann) | 2.53% | 12.92% |
| Sharpe Ratio | 0.85 | 2.11 |
| Daily Std Dev | 14.27% | 12.65% |
| Max Drawdown | -39.33% | -33.99% |
| Current Drawdown | -19.01% | -0.33% |
Correlation
The correlation between TEQLX and VOO is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TEQLX vs. VOO - Performance Comparison
In the year-to-date period, TEQLX achieves a 7.71% return, which is significantly lower than VOO's 19.24% return. Over the past 10 years, TEQLX has underperformed VOO with an annualized return of 2.53%, while VOO has yielded a comparatively higher 12.92% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TEQLX vs. VOO - Expense Ratio Comparison
TEQLX has a 0.19% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
TEQLX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Emerging Markets Equity Index Fund (TEQLX) 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
TEQLX vs. VOO - Dividend Comparison
TEQLX's dividend yield for the trailing twelve months is around 2.86%, more than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEQLX TIAA-CREF Emerging Markets Equity Index Fund | 2.86% | 3.08% | 2.51% | 2.27% | 2.04% | 2.77% | 2.43% | 1.98% | 1.88% | 2.40% | 2.16% | 1.89% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
TEQLX vs. VOO - Drawdown Comparison
The maximum TEQLX drawdown since its inception was -39.33%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TEQLX and VOO. For additional features, visit the drawdowns tool.
Volatility
TEQLX vs. VOO - Volatility Comparison
TIAA-CREF Emerging Markets Equity Index Fund (TEQLX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.12% and 3.93%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.