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 0.77, 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:
0.33
QQQ:
1.54
TISBX:
0.60
QQQ:
2.06
TISBX:
1.08
QQQ:
1.28
TISBX:
0.39
QQQ:
2.03
TISBX:
1.79
QQQ:
7.34
TISBX:
4.14%
QQQ:
3.75%
TISBX:
22.22%
QQQ:
17.90%
TISBX:
-58.62%
QQQ:
-82.98%
TISBX:
-13.94%
QQQ:
-4.03%
Returns By Period
In the year-to-date period, TISBX achieves a 4.93% return, which is significantly lower than QQQ's 26.66% return. Over the past 10 years, TISBX has underperformed QQQ with an annualized return of 7.38%, while QQQ has yielded a comparatively higher 18.30% annualized return.
TISBX
4.93%
-8.87%
4.33%
5.35%
6.19%
7.38%
QQQ
26.66%
3.29%
6.76%
26.84%
20.38%
18.30%
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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 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 has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.43%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TISBX TIAA-CREF Small-Cap Blend Index Fund | 0.00% | 1.76% | 1.61% | 1.25% | 1.06% | 1.38% | 1.60% | 1.48% | 1.59% | 1.79% | 1.65% | 1.40% |
QQQ Invesco QQQ | 0.43% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.02% |
Drawdowns
TISBX vs. QQQ - Drawdown Comparison
The maximum TISBX drawdown since its inception was -58.62%, 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
TIAA-CREF Small-Cap Blend Index Fund (TISBX) has a higher volatility of 8.65% compared to Invesco QQQ (QQQ) at 5.23%. This indicates that TISBX's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.