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.
Key characteristics
| TISBX | VOO | |
|---|---|---|
| YTD Return | 9.91% | 18.91% |
| 1Y Return | 22.61% | 28.20% |
| 3Y Return (Ann) | 1.09% | 9.93% |
| 5Y Return (Ann) | 8.79% | 15.31% |
| 10Y Return (Ann) | 8.36% | 12.87% |
| Sharpe Ratio | 1.02 | 2.21 |
| Daily Std Dev | 21.72% | 12.64% |
| Max Drawdown | -58.62% | -33.99% |
| Current Drawdown | -5.55% | -0.60% |
Correlation
The correlation between TISBX and VOO is 0.84, 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
In the year-to-date period, TISBX achieves a 9.91% return, which is significantly lower than VOO's 18.91% return. Over the past 10 years, TISBX has underperformed VOO with an annualized return of 8.36%, while VOO has yielded a comparatively higher 12.87% 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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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 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 2.81%, more than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TISBX TIAA-CREF Small-Cap Blend Index Fund | 2.81% | 3.09% | 1.97% | 8.96% | 2.65% | 5.16% | 9.29% | 5.97% | 4.03% | 6.56% | 5.62% | 4.48% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
TISBX vs. VOO - Drawdown Comparison
The maximum TISBX drawdown since its inception was -58.62%, 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
TIAA-CREF Small-Cap Blend Index Fund (TISBX) has a higher volatility of 6.28% compared to Vanguard S&P 500 ETF (VOO) at 3.83%. This indicates that TISBX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.