Correlation
The correlation between TRLIX and VOO is 0.90, 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.
TRLIX vs. VOO
Compare and contrast key facts about TIAA-CREF Large Cap Value Fund (TRLIX) and Vanguard S&P 500 ETF (VOO).
TRLIX is managed by TIAA Investments. It was launched on Oct 1, 2002. 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: TRLIX or VOO.
Performance
TRLIX vs. VOO - Performance Comparison
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Key characteristics
TRLIX:
0.50
VOO:
0.74
TRLIX:
0.69
VOO:
1.04
TRLIX:
1.10
VOO:
1.15
TRLIX:
0.41
VOO:
0.68
TRLIX:
1.27
VOO:
2.58
TRLIX:
5.37%
VOO:
4.93%
TRLIX:
15.38%
VOO:
19.54%
TRLIX:
-64.10%
VOO:
-33.99%
TRLIX:
-5.88%
VOO:
-3.55%
Returns By Period
In the year-to-date period, TRLIX achieves a 3.08% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, TRLIX has underperformed VOO with an annualized return of 3.78%, while VOO has yielded a comparatively higher 12.81% annualized return.
TRLIX
3.08%
3.83%
-5.88%
5.91%
5.37%
9.75%
3.78%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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TRLIX vs. VOO - Expense Ratio Comparison
TRLIX has a 0.41% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TRLIX vs. VOO — Risk-Adjusted Performance Rank
TRLIX
VOO
TRLIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Large Cap Value Fund (TRLIX) 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.
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Dividends
TRLIX vs. VOO - Dividend Comparison
TRLIX's dividend yield for the trailing twelve months is around 3.89%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRLIX TIAA-CREF Large Cap Value Fund | 3.89% | 4.01% | 8.58% | 6.12% | 9.20% | 1.89% | 2.08% | 12.82% | 6.65% | 4.28% | 7.62% | 6.55% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TRLIX vs. VOO - Drawdown Comparison
The maximum TRLIX drawdown since its inception was -64.10%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TRLIX and VOO.
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Volatility
TRLIX vs. VOO - Volatility Comparison
The current volatility for TIAA-CREF Large Cap Value Fund (TRLIX) is 4.38%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that TRLIX 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.
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