TLLIX vs. DUSLX
Compare and contrast key facts about TIAA-CREF Lifecycle Index 2050 Fund (TLLIX) and DFA U.S. Large Cap Growth Portfolio (DUSLX).
TLLIX is managed by TIAA Investments. It was launched on Sep 29, 2009. DUSLX is managed by Dimensional Fund Advisors LP. It was launched on Dec 20, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TLLIX or DUSLX.
Key characteristics
| TLLIX | DUSLX | |
|---|---|---|
| YTD Return | 13.67% | 21.12% |
| 1Y Return | 22.21% | 31.26% |
| 3Y Return (Ann) | 5.30% | 12.27% |
| 5Y Return (Ann) | 10.79% | 16.48% |
| 10Y Return (Ann) | 9.18% | 14.05% |
| Sharpe Ratio | 1.79 | 2.38 |
| Daily Std Dev | 12.31% | 13.03% |
| Max Drawdown | -31.41% | -30.86% |
| Current Drawdown | -0.63% | -0.79% |
Correlation
The correlation between TLLIX and DUSLX is 0.93, 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
TLLIX vs. DUSLX - Performance Comparison
In the year-to-date period, TLLIX achieves a 13.67% return, which is significantly lower than DUSLX's 21.12% return. Over the past 10 years, TLLIX has underperformed DUSLX with an annualized return of 9.18%, while DUSLX has yielded a comparatively higher 14.05% 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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TLLIX vs. DUSLX - Expense Ratio Comparison
TLLIX has a 0.10% expense ratio, which is lower than DUSLX's 0.18% 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
TLLIX vs. DUSLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2050 Fund (TLLIX) and DFA U.S. Large Cap Growth Portfolio (DUSLX). 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
TLLIX vs. DUSLX - Dividend Comparison
TLLIX's dividend yield for the trailing twelve months is around 1.91%, more than DUSLX's 1.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLLIX TIAA-CREF Lifecycle Index 2050 Fund | 1.91% | 2.17% | 2.35% | 2.29% | 1.71% | 2.25% | 2.67% | 2.08% | 2.57% | 2.46% | 2.33% | 2.31% |
DUSLX DFA U.S. Large Cap Growth Portfolio | 1.52% | 1.84% | 8.37% | 7.42% | 1.42% | 2.41% | 4.65% | 1.74% | 1.72% | 2.27% | 1.94% | 1.14% |
Drawdowns
TLLIX vs. DUSLX - Drawdown Comparison
The maximum TLLIX drawdown since its inception was -31.41%, roughly equal to the maximum DUSLX drawdown of -30.86%. Use the drawdown chart below to compare losses from any high point for TLLIX and DUSLX. For additional features, visit the drawdowns tool.
Volatility
TLLIX vs. DUSLX - Volatility Comparison
TIAA-CREF Lifecycle Index 2050 Fund (TLLIX) and DFA U.S. Large Cap Growth Portfolio (DUSLX) have volatilities of 3.54% and 3.52%, 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.