TTRIX vs. VOO
Compare and contrast key facts about TIAA-CREF Lifecycle 2055 Fund (TTRIX) and Vanguard S&P 500 ETF (VOO).
TTRIX is managed by TIAA Investments. It was launched on Apr 28, 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: TTRIX or VOO.
Key characteristics
| TTRIX | VOO | |
|---|---|---|
| YTD Return | 15.32% | 18.91% |
| 1Y Return | 24.58% | 28.20% |
| 3Y Return (Ann) | 5.85% | 9.93% |
| 5Y Return (Ann) | 10.95% | 15.31% |
| 10Y Return (Ann) | 9.19% | 12.87% |
| Sharpe Ratio | 1.89 | 2.21 |
| Daily Std Dev | 12.59% | 12.64% |
| Max Drawdown | -32.75% | -33.99% |
| Current Drawdown | 0.00% | -0.60% |
Correlation
The correlation between TTRIX and VOO 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
TTRIX vs. VOO - Performance Comparison
In the year-to-date period, TTRIX achieves a 15.32% return, which is significantly lower than VOO's 18.91% return. Over the past 10 years, TTRIX has underperformed VOO with an annualized return of 9.19%, while VOO has yielded a comparatively higher 12.87% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TTRIX vs. VOO - Expense Ratio Comparison
TTRIX has a 0.22% 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
TTRIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle 2055 Fund (TTRIX) 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
TTRIX vs. VOO - Dividend Comparison
TTRIX's dividend yield for the trailing twelve months is around 1.63%, more than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TTRIX TIAA-CREF Lifecycle 2055 Fund | 1.63% | 1.88% | 8.28% | 10.18% | 5.68% | 5.23% | 4.77% | 3.53% | 3.41% | 4.93% | 4.60% | 4.04% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
TTRIX vs. VOO - Drawdown Comparison
The maximum TTRIX drawdown since its inception was -32.75%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TTRIX and VOO. For additional features, visit the drawdowns tool.
Volatility
TTRIX vs. VOO - Volatility Comparison
TIAA-CREF Lifecycle 2055 Fund (TTRIX) has a higher volatility of 4.03% compared to Vanguard S&P 500 ETF (VOO) at 3.83%. This indicates that TTRIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.