TISCX vs. VTHR
Compare and contrast key facts about TIAA-CREF Social Choice Equity Fund (TISCX) and Vanguard Russell 3000 ETF (VTHR).
TISCX is managed by TIAA Investments. It was launched on Jul 1, 1999. VTHR is a passively managed fund by Vanguard that tracks the performance of the Russell 3000 Index. It was launched on Sep 20, 2010.
Performance
TISCX vs. VTHR - Performance Comparison
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TISCX vs. VTHR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TISCX TIAA-CREF Social Choice Equity Fund | -5.91% | 16.51% | 18.23% | 22.53% | -17.80% | 26.54% | 20.34% | 31.55% | -5.74% | 19.01% |
VTHR Vanguard Russell 3000 ETF | -3.96% | 16.99% | 23.57% | 25.92% | -19.20% | 25.49% | 20.93% | 30.82% | -5.65% | 21.06% |
Returns By Period
In the year-to-date period, TISCX achieves a -5.91% return, which is significantly lower than VTHR's -3.96% return. Over the past 10 years, TISCX has underperformed VTHR with an annualized return of 12.53%, while VTHR has yielded a comparatively higher 13.51% annualized return.
TISCX
- 1D
- -0.30%
- 1M
- -7.34%
- YTD
- -5.91%
- 6M
- -4.09%
- 1Y
- 13.20%
- 3Y*
- 14.50%
- 5Y*
- 9.03%
- 10Y*
- 12.53%
VTHR
- 1D
- 2.96%
- 1M
- -5.00%
- YTD
- -3.96%
- 6M
- -1.71%
- 1Y
- 17.90%
- 3Y*
- 17.74%
- 5Y*
- 10.49%
- 10Y*
- 13.51%
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TISCX vs. VTHR - Expense Ratio Comparison
TISCX has a 0.17% expense ratio, which is higher than VTHR's 0.10% 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
TISCX vs. VTHR — Risk / Return Rank
TISCX
VTHR
TISCX vs. VTHR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Social Choice Equity Fund (TISCX) and Vanguard Russell 3000 ETF (VTHR). 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.
| TISCX | VTHR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.97 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.48 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 1.50 | -0.46 |
Martin ratioReturn relative to average drawdown | 4.59 | 7.15 | -2.55 |
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
| TISCX | VTHR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.97 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.61 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.76 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.80 | -0.41 |
Correlation
The correlation between TISCX and VTHR is 0.93, 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
TISCX vs. VTHR - Dividend Comparison
TISCX's dividend yield for the trailing twelve months is around 8.24%, more than VTHR's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TISCX TIAA-CREF Social Choice Equity Fund | 8.24% | 7.75% | 16.74% | 5.64% | 4.99% | 9.46% | 1.38% | 4.84% | 9.85% | 2.38% | 6.84% | 3.51% |
VTHR Vanguard Russell 3000 ETF | 1.16% | 1.08% | 1.19% | 1.47% | 1.52% | 1.16% | 1.37% | 1.65% | 1.89% | 1.63% | 1.82% | 1.84% |
Drawdowns
TISCX vs. VTHR - Drawdown Comparison
The maximum TISCX drawdown since its inception was -54.65%, which is greater than VTHR's maximum drawdown of -34.61%. Use the drawdown chart below to compare losses from any high point for TISCX and VTHR.
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Drawdown Indicators
| TISCX | VTHR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.65% | -34.61% | -20.04% |
Max Drawdown (1Y)Largest decline over 1 year | -11.07% | -12.32% | +1.25% |
Max Drawdown (5Y)Largest decline over 5 years | -28.29% | -25.06% | -3.23% |
Max Drawdown (10Y)Largest decline over 10 years | -34.89% | -34.61% | -0.28% |
Current DrawdownCurrent decline from peak | -9.71% | -6.21% | -3.50% |
Average DrawdownAverage peak-to-trough decline | -10.15% | -4.08% | -6.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.58% | -0.08% |
Volatility
TISCX vs. VTHR - Volatility Comparison
The current volatility for TIAA-CREF Social Choice Equity Fund (TISCX) is 4.32%, while Vanguard Russell 3000 ETF (VTHR) has a volatility of 5.51%. This indicates that TISCX experiences smaller price fluctuations and is considered to be less risky than VTHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TISCX | VTHR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 5.51% | -1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.91% | 9.82% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.92% | 18.62% | -0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.28% | 17.30% | +1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.35% | 17.82% | +1.53% |