TLYIX vs. VSEQX

In the year-to-date period, TLYIX achieves a 2.99% return, which is significantly lower than VSEQX's 5.45% return. Over the past 10 years, TLYIX has outperformed VSEQX with an annualized return of 7.79%, while VSEQX has yielded a comparatively lower 3.10% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

TLYIX has a 0.10% expense ratio, which is lower than VSEQX's 0.17% 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%.

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2035 Fund (TLYIX) and Vanguard Strategic Equity Fund (VSEQX). 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.

The current TLYIX Sharpe Ratio is 1.53, which is higher than the VSEQX Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of TLYIX and VSEQX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TLYIX's dividend yield for the trailing twelve months is around 2.39%, more than VSEQX's 1.21% yield.

The maximum TLYIX drawdown since its inception was -26.39%, smaller than the maximum VSEQX drawdown of -67.44%. Use the drawdown chart below to compare losses from any high point for TLYIX and VSEQX. For additional features, visit the drawdowns tool.

The current volatility for TIAA-CREF Lifecycle Index 2035 Fund (TLYIX) is 2.64%, while Vanguard Strategic Equity Fund (VSEQX) has a volatility of 4.08%. This indicates that TLYIX experiences smaller price fluctuations and is considered to be less risky than VSEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.