TRIRX vs. SWLGX
Compare and contrast key facts about Nuveen Large Cap Growth Index Fund Retirement Class (TRIRX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
TRIRX is a passively managed fund by Nuveen that tracks the performance of the Russell 1000 Growth Index. It was launched on Oct 1, 2002. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017. Both TRIRX and SWLGX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
TRIRX vs. SWLGX - Performance Comparison
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TRIRX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRIRX Nuveen Large Cap Growth Index Fund Retirement Class | -13.10% | 18.13% | 32.98% | 42.30% | -29.41% | 27.32% | 38.06% | 35.98% | -1.91% | -0.62% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
The year-to-date returns for both investments are quite close, with TRIRX having a -13.10% return and SWLGX slightly higher at -13.06%.
TRIRX
- 1D
- -0.45%
- 1M
- -8.66%
- YTD
- -13.10%
- 6M
- -12.25%
- 1Y
- 14.10%
- 3Y*
- 19.35%
- 5Y*
- 11.60%
- 10Y*
- 15.83%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
- —
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TRIRX vs. SWLGX - Expense Ratio Comparison
TRIRX has a 0.30% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
TRIRX vs. SWLGX — Risk / Return Rank
TRIRX
SWLGX
TRIRX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Large Cap Growth Index Fund Retirement Class (TRIRX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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.
| TRIRX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.66 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.08 | 1.10 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.15 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.65 | 0.72 | -0.06 |
Martin ratioReturn relative to average drawdown | 2.24 | 2.51 | -0.27 |
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
| TRIRX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.66 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.56 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.68 | -0.08 |
Correlation
The correlation between TRIRX and SWLGX is 0.99, 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
TRIRX vs. SWLGX - Dividend Comparison
TRIRX's dividend yield for the trailing twelve months is around 4.78%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRIRX Nuveen Large Cap Growth Index Fund Retirement Class | 4.78% | 4.15% | 3.00% | 1.67% | 10.58% | 8.44% | 1.69% | 2.13% | 3.69% | 0.68% | 1.09% | 1.31% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
TRIRX vs. SWLGX - Drawdown Comparison
The maximum TRIRX drawdown since its inception was -51.49%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for TRIRX and SWLGX.
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Drawdown Indicators
| TRIRX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.49% | -32.69% | -18.80% |
Max Drawdown (1Y)Largest decline over 1 year | -16.32% | -16.16% | -0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -32.82% | -32.69% | -0.13% |
Max Drawdown (10Y)Largest decline over 10 years | -32.82% | — | — |
Current DrawdownCurrent decline from peak | -16.32% | -16.16% | -0.16% |
Average DrawdownAverage peak-to-trough decline | -6.92% | -7.13% | +0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.76% | 4.62% | +0.14% |
Volatility
TRIRX vs. SWLGX - Volatility Comparison
Nuveen Large Cap Growth Index Fund Retirement Class (TRIRX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX) have volatilities of 5.34% and 5.38%, 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.
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Volatility by Period
| TRIRX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 5.38% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 11.81% | 11.82% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.37% | 22.31% | +0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.45% | 21.47% | -0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.02% | 22.78% | -1.76% |