TISBX vs. VOO
Compare and contrast key facts about TIAA-CREF Small-Cap Blend Index Fund (TISBX) and Vanguard S&P 500 ETF (VOO).
TISBX is managed by TIAA Investments. It was launched on Oct 1, 2002. 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: TISBX or VOO.
Correlation
The correlation between TISBX and VOO is 0.83, 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. VOO - Performance Comparison
Key characteristics
TISBX:
-0.23
VOO:
0.54
TISBX:
-0.16
VOO:
0.88
TISBX:
0.98
VOO:
1.13
TISBX:
-0.15
VOO:
0.55
TISBX:
-0.49
VOO:
2.27
TISBX:
10.67%
VOO:
4.55%
TISBX:
22.96%
VOO:
19.19%
TISBX:
-63.05%
VOO:
-33.99%
TISBX:
-26.37%
VOO:
-9.90%
Returns By Period
In the year-to-date period, TISBX achieves a -11.83% return, which is significantly lower than VOO's -5.74% return. Over the past 10 years, TISBX has underperformed VOO with an annualized return of 2.17%, while VOO has yielded a comparatively higher 12.07% annualized return.
TISBX
-11.83%
-5.49%
-14.62%
-4.21%
7.89%
2.17%
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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TISBX vs. VOO - Expense Ratio Comparison
TISBX has a 0.05% 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
TISBX vs. VOO — Risk-Adjusted Performance Rank
TISBX
VOO
TISBX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Small-Cap Blend Index Fund (TISBX) 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
TISBX vs. VOO - Dividend Comparison
TISBX's dividend yield for the trailing twelve months is around 2.08%, more than VOO's 1.38% 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% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TISBX vs. VOO - Drawdown Comparison
The maximum TISBX drawdown since its inception was -63.05%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TISBX and VOO. For additional features, visit the drawdowns tool.
Volatility
TISBX vs. VOO - Volatility Comparison
The current volatility for TIAA-CREF Small-Cap Blend Index Fund (TISBX) is 11.23%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. This indicates that TISBX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.