TLLIX vs. VOO
Compare and contrast key facts about TIAA-CREF Lifecycle Index 2050 Fund (TLLIX) and Vanguard S&P 500 ETF (VOO).
TLLIX is managed by TIAA Investments. It was launched on Sep 29, 2009. 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: TLLIX or VOO.
Key characteristics
| TLLIX | VOO | |
|---|---|---|
| YTD Return | 13.99% | 19.30% |
| 1Y Return | 22.37% | 28.36% |
| 3Y Return (Ann) | 5.41% | 10.06% |
| 5Y Return (Ann) | 10.79% | 15.26% |
| 10Y Return (Ann) | 9.21% | 12.92% |
| Sharpe Ratio | 1.81 | 2.26 |
| Daily Std Dev | 12.30% | 12.63% |
| Max Drawdown | -31.41% | -33.99% |
| Current Drawdown | -0.34% | -0.28% |
Correlation
The correlation between TLLIX and VOO is 0.97, 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
TLLIX vs. VOO - Performance Comparison
In the year-to-date period, TLLIX achieves a 13.99% return, which is significantly lower than VOO's 19.30% return. Over the past 10 years, TLLIX has underperformed VOO with an annualized return of 9.21%, while VOO has yielded a comparatively higher 12.92% 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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TLLIX vs. VOO - Expense Ratio Comparison
TLLIX has a 0.10% 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
TLLIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2050 Fund (TLLIX) 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
TLLIX vs. VOO - Dividend Comparison
TLLIX's dividend yield for the trailing twelve months is around 1.90%, more than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLLIX TIAA-CREF Lifecycle Index 2050 Fund | 1.90% | 2.17% | 2.35% | 2.29% | 1.71% | 2.25% | 2.67% | 2.08% | 2.57% | 2.46% | 2.33% | 2.31% |
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
TLLIX vs. VOO - Drawdown Comparison
The maximum TLLIX drawdown since its inception was -31.41%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TLLIX and VOO. For additional features, visit the drawdowns tool.
Volatility
TLLIX vs. VOO - Volatility Comparison
TIAA-CREF Lifecycle Index 2050 Fund (TLLIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.76% and 3.92%, 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.