TISIX vs. VISTX
Compare and contrast key facts about TIAA-CREF Short Term Bond Fund (TISIX) and Vanguard Institutional Short-Term Bond Fund (VISTX).
TISIX is managed by TIAA Investments. It was launched on Mar 31, 2006. VISTX is managed by Vanguard. It was launched on Jun 19, 2015.
Performance
TISIX vs. VISTX - Performance Comparison
Loading graphics...
TISIX vs. VISTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TISIX TIAA-CREF Short Term Bond Fund | -0.09% | 5.91% | 4.59% | 5.07% | -3.32% | 0.18% | 3.76% | 4.43% | 1.25% | 1.88% |
VISTX Vanguard Institutional Short-Term Bond Fund | 0.25% | 5.68% | 5.56% | 4.98% | -3.73% | -0.04% | 3.92% | 4.20% | 1.83% | 1.42% |
Returns By Period
In the year-to-date period, TISIX achieves a -0.09% return, which is significantly lower than VISTX's 0.25% return. Both investments have delivered pretty close results over the past 10 years, with TISIX having a 2.45% annualized return and VISTX not far behind at 2.43%.
TISIX
- 1D
- 0.10%
- 1M
- -0.98%
- YTD
- -0.09%
- 6M
- 1.10%
- 1Y
- 4.05%
- 3Y*
- 4.61%
- 5Y*
- 2.43%
- 10Y*
- 2.45%
VISTX
- 1D
- 0.15%
- 1M
- -0.64%
- YTD
- 0.25%
- 6M
- 1.45%
- 1Y
- 4.26%
- 3Y*
- 4.94%
- 5Y*
- 2.45%
- 10Y*
- 2.43%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TISIX vs. VISTX - Expense Ratio Comparison
TISIX has a 0.26% expense ratio, which is higher than VISTX's 0.02% 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
TISIX vs. VISTX — Risk / Return Rank
TISIX
VISTX
TISIX vs. VISTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Short Term Bond Fund (TISIX) and Vanguard Institutional Short-Term Bond Fund (VISTX). 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.
| TISIX | VISTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.31 | 3.01 | -0.70 |
Sortino ratioReturn per unit of downside risk | 4.26 | 4.73 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.58 | 1.68 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 3.87 | 5.24 | -1.37 |
Martin ratioReturn relative to average drawdown | 16.04 | 21.26 | -5.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TISIX | VISTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.31 | 3.01 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.22 | 1.33 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.40 | 1.66 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.44 | 1.70 | -0.26 |
Correlation
The correlation between TISIX and VISTX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
TISIX vs. VISTX - Dividend Comparison
TISIX's dividend yield for the trailing twelve months is around 3.99%, less than VISTX's 4.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TISIX TIAA-CREF Short Term Bond Fund | 3.99% | 4.34% | 3.57% | 3.18% | 2.10% | 1.63% | 2.14% | 2.87% | 2.21% | 1.87% | 1.86% | 1.72% |
VISTX Vanguard Institutional Short-Term Bond Fund | 4.11% | 4.53% | 5.03% | 3.91% | 1.76% | 1.85% | 2.33% | 2.72% | 2.32% | 1.78% | 1.51% | 0.00% |
Drawdowns
TISIX vs. VISTX - Drawdown Comparison
The maximum TISIX drawdown since its inception was -5.31%, smaller than the maximum VISTX drawdown of -5.64%. Use the drawdown chart below to compare losses from any high point for TISIX and VISTX.
Loading graphics...
Drawdown Indicators
| TISIX | VISTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.31% | -5.64% | +0.33% |
Max Drawdown (1Y)Largest decline over 1 year | -1.17% | -0.86% | -0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -5.31% | -5.64% | +0.33% |
Max Drawdown (10Y)Largest decline over 10 years | -5.31% | -5.64% | +0.33% |
Current DrawdownCurrent decline from peak | -0.98% | -0.64% | -0.34% |
Average DrawdownAverage peak-to-trough decline | -0.50% | -0.69% | +0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.28% | 0.21% | +0.07% |
Volatility
TISIX vs. VISTX - Volatility Comparison
TIAA-CREF Short Term Bond Fund (TISIX) and Vanguard Institutional Short-Term Bond Fund (VISTX) have volatilities of 0.49% and 0.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TISIX | VISTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.49% | 0.47% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 1.25% | 0.85% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.94% | 1.45% | +0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.00% | 1.85% | +0.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.76% | 1.47% | +0.29% |