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TRIRX vs. SWPPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

TRIRX vs. SWPPX

Last updated Apr 1, 2026

Compare and contrast key facts about Nuveen Large Cap Growth Index Fund Retirement Class (TRIRX) and Schwab S&P 500 Index Fund (SWPPX).

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. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997. Both TRIRX and SWPPX 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. SWPPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen Large Cap Growth Index Fund Retirement Class (TRIRX) and Schwab S&P 500 Index Fund (SWPPX). The values are adjusted to include any dividend payments, if applicable.

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TRIRX vs. SWPPX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
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%28.50%
SWPPX
Schwab S&P 500 Index Fund		-4.39%17.87%24.96%26.26%-18.14%28.67%18.38%31.46%-4.47%21.81%

Returns By Period

In the year-to-date period, TRIRX achieves a -13.10% return, which is significantly lower than SWPPX's -4.39% return. Over the past 10 years, TRIRX has outperformed SWPPX with an annualized return of 15.83%, while SWPPX has yielded a comparatively lower 14.04% annualized return.

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%

SWPPX

1D
2.88%
1M
-5.04%
YTD
-4.39%
6M
-2.17%
1Y
17.28%
3Y*
18.27%
5Y*
11.76%
10Y*
14.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Nuveen Large Cap Growth Index Fund Retirement Class

Schwab S&P 500 Index Fund

Often compared with TRIRX:
TRIRX vs. SWLGXTRIRX vs. FXAIXTRIRX vs. VMGMXTRIRX vs. SCHGTRIRX vs. VGTTRIRX vs. JQCTRIRX vs. QQQX
Often compared with SWPPX:
SWPPX vs. VOOSWPPX vs. SWTSXSWPPX vs. SCHXSWPPX vs. SCHDSWPPX vs. SWLGXSWPPX vs. SNXFXSWPPX vs. QQQ

TRIRX vs. SWPPX - Expense Ratio Comparison

TRIRX has a 0.30% expense ratio, which is higher than SWPPX's 0.02% expense ratio.

TRIRX
Nuveen Large Cap Growth Index Fund Retirement Class
SWPPX
Schwab S&P 500 Index Fund

Return for Risk

TRIRX vs. SWPPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
TRIRX
TRIRX Risk / Return Rank: 2424
Overall Rank
TRIRX Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
TRIRX Sortino Ratio Rank: 2828
Sortino Ratio Rank
TRIRX Omega Ratio Rank: 2727
Omega Ratio Rank
TRIRX Calmar Ratio Rank: 2121
Calmar Ratio Rank
TRIRX Martin Ratio Rank: 2020
Martin Ratio Rank
SWPPX
SWPPX Risk / Return Rank: 5959
Overall Rank
SWPPX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
SWPPX Sortino Ratio Rank: 5353
Sortino Ratio Rank
SWPPX Omega Ratio Rank: 5656
Omega Ratio Rank
SWPPX Calmar Ratio Rank: 6464
Calmar Ratio Rank
SWPPX Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TRIRX vs. SWPPX - 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 S&P 500 Index Fund (SWPPX). 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.

TRIRXSWPPXDifference

Sharpe ratio

Return per unit of total volatility

0.64

0.97

-0.33

Sortino ratio

Return per unit of downside risk

1.08

1.49

-0.41

Omega ratio

Gain probability vs. loss probability

1.15

1.23

-0.08

Calmar ratio

Return relative to maximum drawdown

0.65

1.52

-0.87

Martin ratio

Return relative to average drawdown

2.24

7.29

-5.04

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

TRIRX vs. SWPPX - Sharpe Ratio Comparison

The current TRIRX Sharpe Ratio is 0.64, which is lower than the SWPPX Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of TRIRX and SWPPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

TRIRXSWPPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.64

0.97

-0.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.54

0.70

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

0.77

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.59

0.48

+0.11

Correlation

The correlation between TRIRX and SWPPX is 0.95, 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. SWPPX - Dividend Comparison

TRIRX's dividend yield for the trailing twelve months is around 4.78%, more than SWPPX's 1.16% yield.

TTM20252024202320222021202020192018201720162015
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%
SWPPX
Schwab S&P 500 Index Fund		1.16%1.11%1.23%1.43%1.67%1.27%1.81%1.95%2.67%1.79%2.55%3.17%

Drawdowns

TRIRX vs. SWPPX - Drawdown Comparison

The maximum TRIRX drawdown since its inception was -51.49%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for TRIRX and SWPPX.

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Drawdown Indicators

TRIRXSWPPXDifference

Max Drawdown

Largest peak-to-trough decline

-51.49%

-55.06%

+3.57%

Max Drawdown (1Y)

Largest decline over 1 year

-16.32%

-12.10%

-4.22%

Max Drawdown (5Y)

Largest decline over 5 years

-32.82%

-24.51%

-8.31%

Max Drawdown (10Y)

Largest decline over 10 years

-32.82%

-33.80%

+0.98%

Current Drawdown

Current decline from peak

-16.32%

-6.26%

-10.06%

Average Drawdown

Average peak-to-trough decline

-6.92%

-10.00%

+3.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.76%

2.52%

+2.24%

Volatility

TRIRX vs. SWPPX - Volatility Comparison

Nuveen Large Cap Growth Index Fund Retirement Class (TRIRX) and Schwab S&P 500 Index Fund (SWPPX) have volatilities of 5.34% and 5.36%, 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

TRIRXSWPPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.34%

5.36%

-0.02%

Volatility (6M)

Calculated over the trailing 6-month period

11.81%

9.55%

+2.26%

Volatility (1Y)

Calculated over the trailing 1-year period

22.37%

18.32%

+4.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.45%

16.94%

+4.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.02%

18.21%

+2.81%