TILIX vs. VIIIX
Compare and contrast key facts about TIAA-CREF Large-Cap Growth Index Fund (TILIX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
TILIX is managed by TIAA Investments. It was launched on Oct 1, 2002. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TILIX or VIIIX.
Key characteristics
| TILIX | VIIIX | |
|---|---|---|
| YTD Return | 32.12% | 26.91% |
| 1Y Return | 42.39% | 35.86% |
| 3Y Return (Ann) | 10.47% | 8.17% |
| 5Y Return (Ann) | 20.06% | 13.88% |
| 10Y Return (Ann) | 16.74% | 12.31% |
| Sharpe Ratio | 2.67 | 3.06 |
| Sortino Ratio | 3.41 | 4.07 |
| Omega Ratio | 1.48 | 1.57 |
| Calmar Ratio | 3.44 | 4.09 |
| Martin Ratio | 13.52 | 20.00 |
| Ulcer Index | 3.34% | 1.90% |
| Daily Std Dev | 16.87% | 12.36% |
| Max Drawdown | -51.32% | -55.18% |
| Current Drawdown | -0.01% | 0.00% |
Correlation
The correlation between TILIX and VIIIX 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
TILIX vs. VIIIX - Performance Comparison
In the year-to-date period, TILIX achieves a 32.12% return, which is significantly higher than VIIIX's 26.91% return. Over the past 10 years, TILIX has outperformed VIIIX with an annualized return of 16.74%, while VIIIX has yielded a comparatively lower 12.31% 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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TILIX vs. VIIIX - Expense Ratio Comparison
TILIX has a 0.05% expense ratio, which is higher than VIIIX's 0.02% 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
TILIX vs. VIIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Large-Cap Growth Index Fund (TILIX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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
TILIX vs. VIIIX - Dividend Comparison
TILIX's dividend yield for the trailing twelve months is around 0.57%, less than VIIIX's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TILIX TIAA-CREF Large-Cap Growth Index Fund | 0.57% | 0.76% | 1.10% | 0.87% | 0.71% | 1.09% | 1.43% | 1.22% | 1.33% | 1.49% | 1.39% | 1.37% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 1.25% | 1.49% | 1.75% | 1.30% | 1.60% | 1.93% | 2.14% | 1.84% | 2.09% | 2.47% | 1.90% | 1.87% |
Drawdowns
TILIX vs. VIIIX - Drawdown Comparison
The maximum TILIX drawdown since its inception was -51.32%, smaller than the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for TILIX and VIIIX. For additional features, visit the drawdowns tool.
Volatility
TILIX vs. VIIIX - Volatility Comparison
TIAA-CREF Large-Cap Growth Index Fund (TILIX) has a higher volatility of 5.10% compared to Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) at 3.89%. This indicates that TILIX's price experiences larger fluctuations and is considered to be riskier than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.