TRILX vs. VOO
Compare and contrast key facts about TIAA-CREF Lifecycle Index Retirement Income Fund (TRILX) and Vanguard S&P 500 ETF (VOO).
TRILX 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: TRILX or VOO.
Correlation
The correlation between TRILX and VOO is 0.88, 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
TRILX vs. VOO - Performance Comparison
Key characteristics
TRILX:
1.23
VOO:
1.88
TRILX:
1.67
VOO:
2.53
TRILX:
1.23
VOO:
1.35
TRILX:
1.18
VOO:
2.81
TRILX:
4.28
VOO:
11.78
TRILX:
1.81%
VOO:
2.02%
TRILX:
6.31%
VOO:
12.67%
TRILX:
-20.11%
VOO:
-33.99%
TRILX:
-1.96%
VOO:
0.00%
Returns By Period
In the year-to-date period, TRILX achieves a 2.82% return, which is significantly lower than VOO's 4.61% return. Over the past 10 years, TRILX has underperformed VOO with an annualized return of 4.51%, while VOO has yielded a comparatively higher 13.30% annualized return.
TRILX
2.82%
1.92%
0.40%
8.02%
3.69%
4.51%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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TRILX vs. VOO - Expense Ratio Comparison
TRILX 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
TRILX vs. VOO — Risk-Adjusted Performance Rank
TRILX
VOO
TRILX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index Retirement Income Fund (TRILX) 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
TRILX vs. VOO - Dividend Comparison
TRILX's dividend yield for the trailing twelve months is around 2.93%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRILX TIAA-CREF Lifecycle Index Retirement Income Fund | 2.93% | 3.02% | 2.58% | 2.67% | 2.13% | 1.83% | 2.29% | 2.52% | 2.04% | 1.90% | 1.91% | 2.16% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TRILX vs. VOO - Drawdown Comparison
The maximum TRILX drawdown since its inception was -20.11%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TRILX and VOO. For additional features, visit the drawdowns tool.
Volatility
TRILX vs. VOO - Volatility Comparison
The current volatility for TIAA-CREF Lifecycle Index Retirement Income Fund (TRILX) is 1.49%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.01%. This indicates that TRILX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.