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.
Correlation
The correlation between TRLIX and VOO is 0.91, 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
TRLIX vs. VOO - Performance Comparison
Key characteristics
TRLIX:
1.54
VOO:
1.98
TRLIX:
2.18
VOO:
2.65
TRLIX:
1.28
VOO:
1.36
TRLIX:
1.77
VOO:
2.98
TRLIX:
5.38
VOO:
12.44
TRLIX:
3.15%
VOO:
2.02%
TRLIX:
10.98%
VOO:
12.69%
TRLIX:
-64.10%
VOO:
-33.99%
TRLIX:
-3.28%
VOO:
0.00%
Returns By Period
In the year-to-date period, TRLIX achieves a 5.93% return, which is significantly higher than VOO's 4.06% return. Over the past 10 years, TRLIX has underperformed VOO with an annualized return of 4.21%, while VOO has yielded a comparatively higher 13.25% annualized return.
TRLIX
5.93%
2.59%
4.20%
15.13%
6.43%
4.21%
VOO
4.06%
2.04%
9.70%
23.75%
14.34%
13.25%
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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.
Dividends
TRLIX vs. VOO - Dividend Comparison
TRLIX's dividend yield for the trailing twelve months is around 1.42%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRLIX TIAA-CREF Large Cap Value Fund | 1.42% | 1.50% | 1.86% | 1.84% | 1.46% | 1.89% | 2.08% | 2.32% | 1.47% | 1.80% | 1.54% | 1.83% |
VOO Vanguard S&P 500 ETF | 1.20% | 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. For additional features, visit the drawdowns tool.
Volatility
TRLIX vs. VOO - Volatility Comparison
The current volatility for TIAA-CREF Large Cap Value Fund (TRLIX) is 2.68%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.13%. 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.