TISPX vs. SPFIX
Compare and contrast key facts about TIAA-CREF S&P 500 Index Fund (TISPX) and Shelton Capital Management S&P 500 Index Fund (SPFIX).
TISPX is managed by TIAA Investments. It was launched on Oct 1, 2002. SPFIX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Apr 20, 1992.
Performance
TISPX vs. SPFIX - Performance Comparison
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TISPX vs. SPFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TISPX TIAA-CREF S&P 500 Index Fund | -7.06% | 17.79% | 24.94% | 26.22% | -18.13% | 28.66% | 18.34% | 31.44% | -4.52% | 19.58% |
SPFIX Shelton Capital Management S&P 500 Index Fund | -7.11% | 17.23% | 42.83% | 25.48% | -18.22% | 27.99% | 17.41% | 41.64% | -4.68% | 21.55% |
Returns By Period
The year-to-date returns for both stocks are quite close, with TISPX having a -7.06% return and SPFIX slightly lower at -7.11%. Over the past 10 years, TISPX has underperformed SPFIX with an annualized return of 13.49%, while SPFIX has yielded a comparatively higher 15.75% annualized return.
TISPX
- 1D
- -0.41%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.64%
- 1Y
- 14.36%
- 3Y*
- 17.11%
- 5Y*
- 11.36%
- 10Y*
- 13.49%
SPFIX
- 1D
- -0.37%
- 1M
- -7.67%
- YTD
- -7.11%
- 6M
- -4.66%
- 1Y
- 14.10%
- 3Y*
- 22.03%
- 5Y*
- 14.01%
- 10Y*
- 15.75%
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TISPX vs. SPFIX - Expense Ratio Comparison
TISPX has a 0.05% expense ratio, which is lower than SPFIX's 0.43% expense ratio.
Return for Risk
TISPX vs. SPFIX — Risk / Return Rank
TISPX
SPFIX
TISPX vs. SPFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF S&P 500 Index Fund (TISPX) and Shelton Capital Management S&P 500 Index Fund (SPFIX). 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.
| TISPX | SPFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.81 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.26 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.01 | -0.02 |
Martin ratioReturn relative to average drawdown | 4.83 | 4.90 | -0.07 |
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
| TISPX | SPFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.81 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.77 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.84 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.56 | +0.02 |
Correlation
The correlation between TISPX and SPFIX is 1.00, 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
TISPX vs. SPFIX - Dividend Comparison
TISPX's dividend yield for the trailing twelve months is around 2.53%, less than SPFIX's 3.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TISPX TIAA-CREF S&P 500 Index Fund | 2.53% | 2.35% | 1.52% | 1.48% | 1.91% | 1.77% | 1.53% | 2.16% | 2.94% | 0.36% | 2.39% | 0.65% |
SPFIX Shelton Capital Management S&P 500 Index Fund | 3.68% | 3.45% | 27.20% | 8.08% | 5.07% | 5.43% | 8.06% | 16.60% | 2.49% | 3.01% | 2.92% | 4.35% |
Drawdowns
TISPX vs. SPFIX - Drawdown Comparison
The maximum TISPX drawdown since its inception was -55.16%, roughly equal to the maximum SPFIX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for TISPX and SPFIX.
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Drawdown Indicators
| TISPX | SPFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.16% | -54.81% | -0.35% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -12.11% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -24.48% | -24.69% | +0.21% |
Max Drawdown (10Y)Largest decline over 10 years | -33.75% | -33.83% | +0.08% |
Current DrawdownCurrent decline from peak | -8.90% | -8.90% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -8.99% | +2.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 2.50% | +0.06% |
Volatility
TISPX vs. SPFIX - Volatility Comparison
TIAA-CREF S&P 500 Index Fund (TISPX) and Shelton Capital Management S&P 500 Index Fund (SPFIX) have volatilities of 4.24% and 4.22%, 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.
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Volatility by Period
| TISPX | SPFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 4.22% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.09% | 9.04% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 18.09% | +0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 18.19% | -1.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 18.84% | -0.81% |