TISBX vs. QQQ
Compare and contrast key facts about TIAA-CREF Small-Cap Blend Index Fund (TISBX) and Invesco QQQ (QQQ).
TISBX is managed by TIAA Investments. It was launched on Oct 1, 2002. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TISBX or QQQ.
Correlation
The correlation between TISBX and QQQ is 0.85, 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
TISBX vs. QQQ - Performance Comparison
Key characteristics
TISBX:
-0.23
QQQ:
0.47
TISBX:
-0.16
QQQ:
0.82
TISBX:
0.98
QQQ:
1.11
TISBX:
-0.15
QQQ:
0.52
TISBX:
-0.49
QQQ:
1.79
TISBX:
10.67%
QQQ:
6.64%
TISBX:
22.96%
QQQ:
25.28%
TISBX:
-63.05%
QQQ:
-82.98%
TISBX:
-26.37%
QQQ:
-12.28%
Returns By Period
In the year-to-date period, TISBX achieves a -11.83% return, which is significantly lower than QQQ's -7.43% return. Over the past 10 years, TISBX has underperformed QQQ with an annualized return of 2.17%, while QQQ has yielded a comparatively higher 16.64% annualized return.
TISBX
-11.83%
-5.49%
-14.62%
-4.21%
7.89%
2.17%
QQQ
-7.43%
-2.44%
-4.30%
12.01%
17.97%
16.64%
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TISBX vs. QQQ - Expense Ratio Comparison
TISBX has a 0.05% expense ratio, which is lower than QQQ's 0.20% expense ratio. Despite the difference, 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
TISBX vs. QQQ — Risk-Adjusted Performance Rank
TISBX
QQQ
TISBX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Small-Cap Blend Index Fund (TISBX) and Invesco QQQ (QQQ). 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
TISBX vs. QQQ - Dividend Comparison
TISBX's dividend yield for the trailing twelve months is around 2.08%, more than QQQ's 0.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TISBX TIAA-CREF Small-Cap Blend Index Fund | 2.08% | 1.83% | 1.76% | 1.61% | 1.25% | 1.06% | 1.38% | 1.60% | 1.48% | 1.59% | 1.79% | 1.65% |
QQQ Invesco QQQ | 0.63% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
TISBX vs. QQQ - Drawdown Comparison
The maximum TISBX drawdown since its inception was -63.05%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for TISBX and QQQ. For additional features, visit the drawdowns tool.
Volatility
TISBX vs. QQQ - Volatility Comparison
The current volatility for TIAA-CREF Small-Cap Blend Index Fund (TISBX) is 11.23%, while Invesco QQQ (QQQ) has a volatility of 16.86%. This indicates that TISBX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.