TLQIX vs. JEPQ
Compare and contrast key facts about TIAA-CREF Lifecycle Index 2025 Fund (TLQIX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
TLQIX is managed by TIAA Investments. It was launched on Sep 29, 2009. JEPQ is a passively managed fund by JPMorgan that tracks the performance of the Nasdaq-100 Index. It was launched on May 3, 2022.
Performance
TLQIX vs. JEPQ - Performance Comparison
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TLQIX vs. JEPQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
TLQIX TIAA-CREF Lifecycle Index 2025 Fund | -2.39% | 14.51% | 9.46% | 14.18% | -6.17% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | -1.88% | 15.18% | 24.85% | 36.28% | -12.89% |
Returns By Period
In the year-to-date period, TLQIX achieves a -2.39% return, which is significantly lower than JEPQ's -1.88% return.
TLQIX
- 1D
- 0.04%
- 1M
- -5.31%
- YTD
- -2.39%
- 6M
- -0.40%
- 1Y
- 10.69%
- 3Y*
- 9.89%
- 5Y*
- 5.12%
- 10Y*
- 7.40%
JEPQ
- 1D
- 1.02%
- 1M
- -2.60%
- YTD
- -1.88%
- 6M
- 2.46%
- 1Y
- 20.16%
- 3Y*
- 19.46%
- 5Y*
- —
- 10Y*
- —
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TLQIX vs. JEPQ - Expense Ratio Comparison
TLQIX has a 0.10% expense ratio, which is lower than JEPQ's 0.35% expense ratio.
Return for Risk
TLQIX vs. JEPQ — Risk / Return Rank
TLQIX
JEPQ
TLQIX vs. JEPQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2025 Fund (TLQIX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). 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.
| TLQIX | JEPQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.09 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.80 | 1.66 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.27 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 1.82 | -0.23 |
Martin ratioReturn relative to average drawdown | 7.02 | 8.93 | -1.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TLQIX | JEPQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.09 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.84 | -0.10 |
Correlation
The correlation between TLQIX and JEPQ is 0.83, 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.
Dividends
TLQIX vs. JEPQ - Dividend Comparison
TLQIX's dividend yield for the trailing twelve months is around 6.27%, less than JEPQ's 11.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLQIX TIAA-CREF Lifecycle Index 2025 Fund | 6.27% | 6.12% | 5.79% | 2.58% | 2.99% | 3.94% | 2.15% | 2.44% | 2.73% | 0.13% | 2.43% | 0.23% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.14% | 10.53% | 9.65% | 10.03% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TLQIX vs. JEPQ - Drawdown Comparison
The maximum TLQIX drawdown since its inception was -21.30%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for TLQIX and JEPQ.
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Drawdown Indicators
| TLQIX | JEPQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.30% | -20.07% | -1.23% |
Max Drawdown (1Y)Largest decline over 1 year | -6.37% | -11.58% | +5.21% |
Max Drawdown (5Y)Largest decline over 5 years | -20.99% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -21.30% | — | — |
Current DrawdownCurrent decline from peak | -5.51% | -4.89% | -0.62% |
Average DrawdownAverage peak-to-trough decline | -3.32% | -3.55% | +0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.43% | 2.36% | -0.93% |
Volatility
TLQIX vs. JEPQ - Volatility Comparison
The current volatility for TIAA-CREF Lifecycle Index 2025 Fund (TLQIX) is 3.03%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 6.08%. This indicates that TLQIX experiences smaller price fluctuations and is considered to be less risky than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TLQIX | JEPQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 6.08% | -3.05% |
Volatility (6M)Calculated over the trailing 6-month period | 5.05% | 10.52% | -5.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.68% | 18.54% | -9.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.69% | 16.91% | -7.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.06% | 16.91% | -6.85% |