Correlation
The correlation between TSGGX and VOO is 0.95, 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.
TSGGX vs. VOO
Compare and contrast key facts about TIAA-CREF Lifestyle Growth Fund (TSGGX) and Vanguard S&P 500 ETF (VOO).
TSGGX is managed by TIAA Investments. It was launched on Dec 8, 2011. 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: TSGGX or VOO.
Performance
TSGGX vs. VOO - Performance Comparison
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Key characteristics
TSGGX:
0.69
VOO:
0.74
TSGGX:
0.86
VOO:
1.04
TSGGX:
1.12
VOO:
1.15
TSGGX:
0.53
VOO:
0.68
TSGGX:
2.23
VOO:
2.58
TSGGX:
3.50%
VOO:
4.93%
TSGGX:
13.26%
VOO:
19.54%
TSGGX:
-31.13%
VOO:
-33.99%
TSGGX:
-1.93%
VOO:
-3.55%
Returns By Period
In the year-to-date period, TSGGX achieves a 3.60% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, TSGGX has underperformed VOO with an annualized return of 4.60%, while VOO has yielded a comparatively higher 12.81% annualized return.
TSGGX
3.60%
4.39%
0.22%
8.38%
7.44%
6.24%
4.60%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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TSGGX vs. VOO - Expense Ratio Comparison
TSGGX has a 0.08% 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
TSGGX vs. VOO — Risk-Adjusted Performance Rank
TSGGX
VOO
TSGGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifestyle Growth Fund (TSGGX) 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
TSGGX vs. VOO - Dividend Comparison
TSGGX's dividend yield for the trailing twelve months is around 2.73%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSGGX TIAA-CREF Lifestyle Growth Fund | 2.73% | 2.83% | 2.34% | 8.15% | 11.10% | 6.38% | 5.31% | 5.33% | 3.38% | 3.82% | 5.13% | 4.59% |
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
TSGGX vs. VOO - Drawdown Comparison
The maximum TSGGX drawdown since its inception was -31.13%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TSGGX and VOO.
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Volatility
TSGGX vs. VOO - Volatility Comparison
The current volatility for TIAA-CREF Lifestyle Growth Fund (TSGGX) is 3.19%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that TSGGX 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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