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 an actively managed fund by JPMorgan Chase. It was launched on May 3, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TLQIX or JEPQ.
Correlation
The correlation between TLQIX and JEPQ is 0.82, 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
TLQIX vs. JEPQ - Performance Comparison
Key characteristics
TLQIX:
1.18
JEPQ:
1.79
TLQIX:
1.58
JEPQ:
2.37
TLQIX:
1.23
JEPQ:
1.35
TLQIX:
1.37
JEPQ:
2.20
TLQIX:
4.11
JEPQ:
9.30
TLQIX:
2.15%
JEPQ:
2.54%
TLQIX:
7.55%
JEPQ:
13.17%
TLQIX:
-22.53%
JEPQ:
-16.82%
TLQIX:
-2.48%
JEPQ:
-0.19%
Returns By Period
In the year-to-date period, TLQIX achieves a 3.28% return, which is significantly lower than JEPQ's 4.40% return.
TLQIX
3.28%
1.47%
1.04%
9.07%
4.91%
5.87%
JEPQ
4.40%
2.26%
15.27%
24.58%
N/A
N/A
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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.
Risk-Adjusted Performance
TLQIX vs. JEPQ — Risk-Adjusted Performance Rank
TLQIX
JEPQ
TLQIX vs. JEPQ - Risk-Adjusted Performance 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.
Dividends
TLQIX vs. JEPQ - Dividend Comparison
TLQIX's dividend yield for the trailing twelve months is around 2.78%, less than JEPQ's 9.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLQIX TIAA-CREF Lifecycle Index 2025 Fund | 2.78% | 2.87% | 2.43% | 2.35% | 1.98% | 1.74% | 2.62% | 2.41% | 1.87% | 2.02% | 2.08% | 2.12% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.51% | 9.66% | 10.02% | 9.44% | 0.00% | 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 -22.53%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for TLQIX and JEPQ. For additional features, visit the drawdowns tool.
Volatility
TLQIX vs. JEPQ - Volatility Comparison
The current volatility for TIAA-CREF Lifecycle Index 2025 Fund (TLQIX) is 1.62%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 3.33%. 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.