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.
Performance
TISBX vs. VOO - Performance Comparison
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TISBX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TISBX TIAA-CREF Small-Cap Blend Index Fund | 0.89% | 12.72% | 11.60% | 17.07% | -20.31% | 14.85% | 20.14% | 25.61% | -10.99% | 13.14% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, TISBX achieves a 0.89% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, TISBX has underperformed VOO with an annualized return of 9.78%, while VOO has yielded a comparatively higher 14.14% annualized return.
TISBX
- 1D
- 3.45%
- 1M
- -5.85%
- YTD
- 0.89%
- 6M
- 2.81%
- 1Y
- 25.58%
- 3Y*
- 13.07%
- 5Y*
- 3.52%
- 10Y*
- 9.78%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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%.
Return for Risk
TISBX vs. VOO — Risk / Return Rank
TISBX
VOO
TISBX vs. VOO - Risk-Adjusted Trends 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.
| TISBX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 1.01 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.53 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.55 | +0.06 |
Martin ratioReturn relative to average drawdown | 6.05 | 7.31 | -1.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TISBX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.01 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.71 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.79 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.83 | -0.47 |
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.
Dividends
TISBX vs. VOO - Dividend Comparison
TISBX's dividend yield for the trailing twelve months is around 4.09%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TISBX TIAA-CREF Small-Cap Blend Index Fund | 4.09% | 4.12% | 6.82% | 3.09% | 1.97% | 8.96% | 2.65% | 5.16% | 9.29% | 4.49% | 4.03% | 4.77% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
TISBX vs. VOO - Drawdown Comparison
The maximum TISBX drawdown since its inception was -56.50%, 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.
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Drawdown Indicators
| TISBX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.50% | -33.99% | -22.51% |
Max Drawdown (1Y)Largest decline over 1 year | -13.90% | -11.98% | -1.92% |
Max Drawdown (5Y)Largest decline over 5 years | -31.89% | -24.52% | -7.37% |
Max Drawdown (10Y)Largest decline over 10 years | -41.69% | -33.99% | -7.70% |
Current DrawdownCurrent decline from peak | -7.88% | -5.55% | -2.33% |
Average DrawdownAverage peak-to-trough decline | -9.74% | -3.72% | -6.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 2.55% | +1.15% |
Volatility
TISBX vs. VOO - Volatility Comparison
TIAA-CREF Small-Cap Blend Index Fund (TISBX) has a higher volatility of 7.49% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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.
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Volatility by Period
| TISBX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.49% | 5.34% | +2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 14.50% | 9.47% | +5.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.37% | 18.11% | +5.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.58% | 16.82% | +5.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.39% | 17.99% | +5.40% |