TVIIX vs. VOO
Compare and contrast key facts about TIAA-CREF Lifecycle Index 2060 Fund (TVIIX) and Vanguard S&P 500 ETF (VOO).
TVIIX is managed by TIAA Investments. It was launched on Sep 25, 2014. 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: TVIIX or VOO.
Correlation
The correlation between TVIIX 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
TVIIX vs. VOO - Performance Comparison
Key characteristics
TVIIX:
0.47
VOO:
0.32
TVIIX:
0.71
VOO:
0.57
TVIIX:
1.10
VOO:
1.08
TVIIX:
0.45
VOO:
0.32
TVIIX:
2.08
VOO:
1.42
TVIIX:
3.29%
VOO:
4.19%
TVIIX:
14.63%
VOO:
18.73%
TVIIX:
-32.04%
VOO:
-33.99%
TVIIX:
-9.49%
VOO:
-13.85%
Returns By Period
In the year-to-date period, TVIIX achieves a -4.60% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, TVIIX has underperformed VOO with an annualized return of 8.33%, while VOO has yielded a comparatively higher 11.61% annualized return.
TVIIX
-4.60%
-5.60%
-6.39%
7.97%
12.02%
8.33%
VOO
-9.88%
-6.64%
-9.35%
7.75%
15.13%
11.61%
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TVIIX vs. VOO - Expense Ratio Comparison
TVIIX has a 0.10% 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
TVIIX vs. VOO — Risk-Adjusted Performance Rank
TVIIX
VOO
TVIIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2060 Fund (TVIIX) 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
TVIIX vs. VOO - Dividend Comparison
TVIIX's dividend yield for the trailing twelve months is around 2.26%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TVIIX TIAA-CREF Lifecycle Index 2060 Fund | 2.26% | 2.16% | 2.04% | 2.22% | 1.92% | 1.63% | 2.71% | 2.80% | 2.04% | 2.69% | 2.62% | 2.13% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TVIIX vs. VOO - Drawdown Comparison
The maximum TVIIX drawdown since its inception was -32.04%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TVIIX and VOO. For additional features, visit the drawdowns tool.
Volatility
TVIIX vs. VOO - Volatility Comparison
The current volatility for TIAA-CREF Lifecycle Index 2060 Fund (TVIIX) is 9.15%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that TVIIX 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.