TFITX vs. QQQ
Compare and contrast key facts about TIAA-CREF Lifecycle Index 2065 Fund (TFITX) and Invesco QQQ (QQQ).
TFITX is managed by TIAA Investments". It was launched on Sep 29, 2020. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TFITX or QQQ.
Correlation
The correlation between TFITX and QQQ is 0.87, 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
TFITX vs. QQQ - Performance Comparison
Key characteristics
TFITX:
0.45
QQQ:
0.15
TFITX:
0.68
QQQ:
0.38
TFITX:
1.10
QQQ:
1.05
TFITX:
0.44
QQQ:
0.16
TFITX:
2.05
QQQ:
0.58
TFITX:
3.32%
QQQ:
6.25%
TFITX:
15.11%
QQQ:
24.88%
TFITX:
-25.69%
QQQ:
-82.98%
TFITX:
-9.69%
QQQ:
-17.56%
Returns By Period
In the year-to-date period, TFITX achieves a -4.72% return, which is significantly higher than QQQ's -13.00% return.
TFITX
-4.72%
-5.52%
-6.52%
7.96%
N/A
N/A
QQQ
-13.00%
-7.50%
-9.91%
7.76%
17.54%
16.03%
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TFITX vs. QQQ - Expense Ratio Comparison
TFITX has a 0.11% expense ratio, which is lower than QQQ's 0.20% expense ratio. Despite the difference, 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
TFITX vs. QQQ — Risk-Adjusted Performance Rank
TFITX
QQQ
TFITX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2065 Fund (TFITX) and Invesco QQQ (QQQ). 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
TFITX vs. QQQ - Dividend Comparison
TFITX's dividend yield for the trailing twelve months is around 2.22%, more than QQQ's 0.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TFITX TIAA-CREF Lifecycle Index 2065 Fund | 2.22% | 2.12% | 2.05% | 2.09% | 1.84% | 1.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.67% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
TFITX vs. QQQ - Drawdown Comparison
The maximum TFITX drawdown since its inception was -25.69%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for TFITX and QQQ. For additional features, visit the drawdowns tool.
Volatility
TFITX vs. QQQ - Volatility Comparison
The current volatility for TIAA-CREF Lifecycle Index 2065 Fund (TFITX) is 9.29%, while Invesco QQQ (QQQ) has a volatility of 16.19%. This indicates that TFITX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.