TSBIX vs. SPUS
Compare and contrast key facts about TIAA-CREF Core Impact Bond Fund Institutional Class (TSBIX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS).
TSBIX is managed by TIAA Investments. SPUS is a passively managed fund by Toroso Investments that tracks the performance of the S&P 500 Shariah Industry Exclusions Index. It was launched on Dec 18, 2019.
Performance
TSBIX vs. SPUS - Performance Comparison
Loading graphics...
TSBIX vs. SPUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
TSBIX TIAA-CREF Core Impact Bond Fund Institutional Class | -0.40% | 8.69% | 3.32% | 6.05% | -14.43% | -1.03% | 7.43% | 0.41% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | -5.55% | 19.77% | 26.49% | 34.24% | -22.76% | 35.92% | 25.68% | 0.81% |
Returns By Period
In the year-to-date period, TSBIX achieves a -0.40% return, which is significantly higher than SPUS's -5.55% return.
TSBIX
- 1D
- 0.45%
- 1M
- -2.38%
- YTD
- -0.40%
- 6M
- 1.06%
- 1Y
- 4.65%
- 3Y*
- 4.72%
- 5Y*
- 0.69%
- 10Y*
- 2.14%
SPUS
- 1D
- 3.24%
- 1M
- -5.39%
- YTD
- -5.55%
- 6M
- -2.24%
- 1Y
- 24.49%
- 3Y*
- 19.34%
- 5Y*
- 13.72%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TSBIX vs. SPUS - Expense Ratio Comparison
TSBIX has a 0.35% expense ratio, which is lower than SPUS's 0.49% expense ratio.
Return for Risk
TSBIX vs. SPUS — Risk / Return Rank
TSBIX
SPUS
TSBIX vs. SPUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Core Impact Bond Fund Institutional Class (TSBIX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS). 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.
| TSBIX | SPUS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.18 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.80 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.26 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.00 | 1.96 | +0.04 |
Martin ratioReturn relative to average drawdown | 5.98 | 8.40 | -2.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TSBIX | SPUS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.18 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.72 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.75 | -0.20 |
Correlation
The correlation between TSBIX and SPUS is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
TSBIX vs. SPUS - Dividend Comparison
TSBIX's dividend yield for the trailing twelve months is around 4.35%, more than SPUS's 0.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSBIX TIAA-CREF Core Impact Bond Fund Institutional Class | 4.35% | 5.38% | 5.10% | 3.77% | 2.31% | 1.69% | 4.56% | 3.68% | 2.63% | 2.45% | 3.19% | 2.89% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.63% | 0.60% | 0.70% | 0.87% | 1.21% | 1.15% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TSBIX vs. SPUS - Drawdown Comparison
The maximum TSBIX drawdown since its inception was -19.21%, smaller than the maximum SPUS drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for TSBIX and SPUS.
Loading graphics...
Drawdown Indicators
| TSBIX | SPUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.21% | -30.80% | +11.59% |
Max Drawdown (1Y)Largest decline over 1 year | -2.82% | -12.76% | +9.94% |
Max Drawdown (5Y)Largest decline over 5 years | -19.21% | -28.06% | +8.85% |
Max Drawdown (10Y)Largest decline over 10 years | -19.21% | — | — |
Current DrawdownCurrent decline from peak | -2.38% | -7.77% | +5.39% |
Average DrawdownAverage peak-to-trough decline | -3.58% | -6.35% | +2.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 2.98% | -2.04% |
Volatility
TSBIX vs. SPUS - Volatility Comparison
The current volatility for TIAA-CREF Core Impact Bond Fund Institutional Class (TSBIX) is 1.51%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 6.04%. This indicates that TSBIX experiences smaller price fluctuations and is considered to be less risky than SPUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TSBIX | SPUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.51% | 6.04% | -4.53% |
Volatility (6M)Calculated over the trailing 6-month period | 2.51% | 11.25% | -8.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.32% | 20.90% | -16.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.80% | 19.20% | -13.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.83% | 21.43% | -16.60% |