TSMWX vs. IVOG
Compare and contrast key facts about TIAA-CREF Quant Small/Mid-Cap Equity Fund (TSMWX) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG).
TSMWX is managed by TIAA Investments. It was launched on Aug 5, 2016. IVOG is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Growth 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: TSMWX or IVOG.
Correlation
The correlation between TSMWX and IVOG is 0.96, 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. IVOG - Performance Comparison
Key characteristics
TSMWX:
0.53
IVOG:
0.88
TSMWX:
0.79
IVOG:
1.32
TSMWX:
1.12
IVOG:
1.16
TSMWX:
0.43
IVOG:
1.56
TSMWX:
1.56
IVOG:
3.67
TSMWX:
6.70%
IVOG:
3.95%
TSMWX:
19.64%
IVOG:
16.37%
TSMWX:
-48.28%
IVOG:
-39.32%
TSMWX:
-15.54%
IVOG:
-5.15%
Returns By Period
In the year-to-date period, TSMWX achieves a 5.65% return, which is significantly higher than IVOG's 3.53% return.
TSMWX
5.65%
1.17%
1.85%
9.86%
5.13%
N/A
IVOG
3.53%
-0.79%
5.96%
13.56%
9.77%
9.50%
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TSMWX vs. IVOG - Expense Ratio Comparison
TSMWX has a 0.47% expense ratio, which is higher than IVOG's 0.15% expense ratio.
Risk-Adjusted Performance
TSMWX vs. IVOG — Risk-Adjusted Performance Rank
TSMWX
IVOG
TSMWX vs. IVOG - 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 Vanguard S&P Mid-Cap 400 Growth ETF (IVOG). 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. IVOG - Dividend Comparison
TSMWX's dividend yield for the trailing twelve months is around 0.82%, more than IVOG's 0.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSMWX TIAA-CREF Quant Small/Mid-Cap Equity Fund | 0.82% | 0.87% | 0.98% | 0.94% | 1.22% | 0.71% | 0.90% | 0.98% | 1.03% | 0.21% | 0.00% | 0.00% |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.76% | 0.79% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.03% | 1.04% | 0.81% |
Drawdowns
TSMWX vs. IVOG - Drawdown Comparison
The maximum TSMWX drawdown since its inception was -48.28%, which is greater than IVOG's maximum drawdown of -39.32%. Use the drawdown chart below to compare losses from any high point for TSMWX and IVOG. For additional features, visit the drawdowns tool.
Volatility
TSMWX vs. IVOG - Volatility Comparison
The current volatility for TIAA-CREF Quant Small/Mid-Cap Equity Fund (TSMWX) is 4.11%, while Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) has a volatility of 4.39%. This indicates that TSMWX experiences smaller price fluctuations and is considered to be less risky than IVOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.