TSMWX vs. IJR
Compare and contrast key facts about TIAA-CREF Quant Small/Mid-Cap Equity Fund (TSMWX) and iShares Core S&P Small-Cap ETF (IJR).
TSMWX is managed by TIAA Investments. It was launched on Aug 5, 2016. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TSMWX or IJR.
Correlation
The correlation between TSMWX and IJR 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.
Performance
TSMWX vs. IJR - Performance Comparison
Key characteristics
TSMWX:
0.62
IJR:
0.79
TSMWX:
0.89
IJR:
1.26
TSMWX:
1.13
IJR:
1.15
TSMWX:
0.50
IJR:
1.26
TSMWX:
1.84
IJR:
3.48
TSMWX:
6.66%
IJR:
4.28%
TSMWX:
19.72%
IJR:
18.87%
TSMWX:
-48.28%
IJR:
-58.15%
TSMWX:
-16.09%
IJR:
-7.22%
Returns By Period
In the year-to-date period, TSMWX achieves a 4.97% return, which is significantly higher than IJR's 1.62% return.
TSMWX
4.97%
0.52%
0.21%
9.15%
5.02%
N/A
IJR
1.62%
-0.76%
4.18%
11.28%
8.74%
8.89%
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TSMWX vs. IJR - Expense Ratio Comparison
TSMWX has a 0.47% expense ratio, which is higher than IJR's 0.07% expense ratio.
Risk-Adjusted Performance
TSMWX vs. IJR — Risk-Adjusted Performance Rank
TSMWX
IJR
TSMWX vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Quant Small/Mid-Cap Equity Fund (TSMWX) and iShares Core S&P Small-Cap ETF (IJR). 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
TSMWX vs. IJR - Dividend Comparison
TSMWX's dividend yield for the trailing twelve months is around 0.83%, less than IJR's 2.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSMWX TIAA-CREF Quant Small/Mid-Cap Equity Fund | 0.83% | 0.87% | 0.98% | 0.94% | 1.22% | 0.71% | 0.90% | 0.98% | 1.03% | 0.21% | 0.00% | 0.00% |
IJR iShares Core S&P Small-Cap ETF | 2.02% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% |
Drawdowns
TSMWX vs. IJR - Drawdown Comparison
The maximum TSMWX drawdown since its inception was -48.28%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for TSMWX and IJR. For additional features, visit the drawdowns tool.
Volatility
TSMWX vs. IJR - Volatility Comparison
TIAA-CREF Quant Small/Mid-Cap Equity Fund (TSMWX) and iShares Core S&P Small-Cap ETF (IJR) have volatilities of 4.11% and 4.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.