TILVX vs. SPYV

In the year-to-date period, TILVX achieves a 2.38% return, which is significantly higher than SPYV's -0.49% return. Over the past 10 years, TILVX has underperformed SPYV with an annualized return of 6.27%, while SPYV has yielded a comparatively higher 9.67% annualized return.

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TILVX has a 0.05% expense ratio, which is higher than SPYV's 0.04% 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%.

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Large-Cap Value Index Fund (TILVX) and SPDR Portfolio S&P 500 Value ETF (SPYV). 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.

The current TILVX Sharpe Ratio is 0.65, which is higher than the SPYV Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of TILVX and SPYV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TILVX's dividend yield for the trailing twelve months is around 2.97%, more than SPYV's 2.16% yield.

The maximum TILVX drawdown since its inception was -61.42%, which is greater than SPYV's maximum drawdown of -58.45%. Use the drawdown chart below to compare losses from any high point for TILVX and SPYV.

TIAA-CREF Large-Cap Value Index Fund (TILVX) and SPDR Portfolio S&P 500 Value ETF (SPYV) have volatilities of 4.36% and 4.37%, 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.