TTIHX vs. QQQX

Last updated Jun 3, 2026

TTIHX (Nuveen Lifecycle Index 2055 Fund Class I) and QQQX (Nuveen NASDAQ 100 Dynamic Overwrite Fund) are both mutual funds - TTIHX is a Target Retirement Date fund actively managed by Nuveen, while QQQX is a Large Cap Growth Equities fund tracking the Nasdaq 100 Index. TTIHX is actively managed, while QQQX is passively managed. Over the past 10 years, TTIHX returned 12.21%/yr vs 13.66%/yr for QQQX. A 0.74 correlation means they provide meaningful diversification when combined. TTIHX charges 0.18%/yr vs 0.92%/yr for QQQX.

Performance

TTIHX vs. QQQX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen Lifecycle Index 2055 Fund Class I (TTIHX) and Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TTIHX achieves a 11.83% return, which is significantly lower than QQQX's 13.61% return. Over the past 10 years, TTIHX has underperformed QQQX with an annualized return of 12.21%, while QQQX has yielded a comparatively higher 13.66% annualized return.

TTIHX

• 1D: 0.36%
• 1M: 4.69%
• YTD: 11.83%
• 6M: 12.99%
• 1Y: 27.94%
• 3Y*: 19.67%
• 5Y*: 10.42%
• 10Y*: 12.21%

QQQX

• 1D: 0.25%
• 1M: 4.90%
• YTD: 13.61%
• 6M: 17.29%
• 1Y: 35.86%
• 3Y*: 17.11%
• 5Y*: 10.20%
• 10Y*: 13.66%

*Multi-year figures are annualized to reflect compound growth (CAGR)

TTIHX vs. QQQX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
TTIHX Nuveen Lifecycle Index 2055 Fund Class I	11.83%	20.97%	15.27%	20.62%	-17.68%	17.31%	17.11%	26.16%	-7.15%	19.41%
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund	13.61%	14.87%	25.61%	21.68%	-27.39%	25.32%	15.75%	28.83%	-11.68%	39.19%

Correlation

The correlation between TTIHX and QQQX is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.78
Correlation (3Y) Calculated over the trailing 3-year period	0.78
Correlation (5Y) Calculated over the trailing 5-year period	0.78
Correlation (10Y) Calculated over the trailing 10-year period	0.74
Correlation (All Time) Calculated using the full available price history since Dec 9, 2015	0.74

The correlation between TTIHX and QQQX has been stable across timeframes, ranging from 0.74 to 0.78 - a consistent structural relationship.

Return for Risk

TTIHX vs. QQQX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TTIHX

TTIHX Risk / Return Rank: 71
TTIHX Sharpe Ratio Rank: 74
TTIHX Sortino Ratio Rank: 69
TTIHX Omega Ratio Rank: 66
TTIHX Calmar Ratio Rank: 71
TTIHX Martin Ratio Rank: 77

QQQX

QQQX Risk / Return Rank: 78
QQQX Sharpe Ratio Rank: 72
QQQX Sortino Ratio Rank: 73
QQQX Omega Ratio Rank: 69
QQQX Calmar Ratio Rank: 85
QQQX Martin Ratio Rank: 91

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.

TTIHX vs. QQQX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen Lifecycle Index 2055 Fund Class I (TTIHX) and Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX). 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.

	TTIHX	QQQX	Difference
Sharpe ratio Return per unit of total volatility	2.50	2.47	+0.03
Sortino ratio Return per unit of downside risk	3.46	3.56	-0.10
Omega ratio Gain probability vs. loss probability	1.46	1.46	-0.01
Calmar ratio Return relative to maximum drawdown	3.26	4.02	-0.76
Martin ratio Return relative to average drawdown	14.60	18.86	-4.27
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

TTIHX vs. QQQX - Sharpe Ratio Comparison

The current TTIHX Sharpe Ratio is 2.50, which is comparable to the QQQX Sharpe Ratio of 2.47. The chart below compares the historical Sharpe Ratios of TTIHX and QQQX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	TTIHX	QQQX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.50	2.47	+0.03
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.72	0.52	+0.20
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.78	0.65	+0.13
Sharpe Ratio (All Time) Calculated using the full available price history	0.74	0.49	+0.26

Drawdowns

TTIHX vs. QQQX - Drawdown Comparison

The maximum TTIHX drawdown since its inception was -31.83%, smaller than the maximum QQQX drawdown of -57.25%. Use the drawdown chart below to compare losses from any high point for TTIHX and QQQX.

Drawdown Indicators

	TTIHX	QQQX	Difference
Max Drawdown Largest peak-to-trough decline	-31.83%	-57.25%	+25.42%
Max Drawdown (1Y) Largest decline over 1 year	-8.91%	-9.11%	+0.20%
Max Drawdown (3Y) Largest decline over 3 years	-15.14%	-22.80%	+7.66%
Max Drawdown (5Y) Largest decline over 5 years	-25.56%	-29.33%	+3.77%
Max Drawdown (10Y) Largest decline over 10 years	-31.83%	-35.96%	+4.13%
Current Drawdown Current decline from peak	0.00%	-0.19%	+0.19%
Average Drawdown Average peak-to-trough decline	-4.48%	-8.02%	+3.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.99%	1.94%	+0.05%

Volatility

TTIHX vs. QQQX - Volatility Comparison

The current volatility for Nuveen Lifecycle Index 2055 Fund Class I (TTIHX) is 3.42%, while Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) has a volatility of 3.90%. This indicates that TTIHX experiences smaller price fluctuations and is considered to be less risky than QQQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	TTIHX	QQQX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.42%	3.90%	-0.48%
Volatility (6M) Calculated over the trailing 6-month period	9.20%	11.47%	-2.27%
Volatility (1Y) Calculated over the trailing 1-year period	11.56%	14.60%	-3.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.65%	19.81%	-5.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.73%	21.06%	-5.33%

TTIHX vs. QQQX - Expense Ratio Comparison

TTIHX has a 0.18% expense ratio, which is lower than QQQX's 0.92% expense ratio.

Dividends

TTIHX vs. QQQX - Dividend Comparison

TTIHX's dividend yield for the trailing twelve months is around 2.50%, less than QQQX's 7.24% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund	7.24%	7.85%	6.73%	7.26%	9.66%	5.85%	6.00%	6.49%	8.40%	5.95%	7.54%	7.23%
TTIHX Nuveen Lifecycle Index 2055 Fund Class I	2.50%	2.79%	2.10%	2.06%	2.21%	1.95%	1.62%	2.16%	2.59%	0.11%	2.35%	0.29%

Frequently Asked Questions

Can I hold both TTIHX and QQQX in my portfolio?

TTIHX and QQQX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, TTIHX or QQQX?

QQQX has higher volatility (3.90%) compared to TTIHX (3.42%). In terms of maximum drawdown, TTIHX dropped -31.83% vs QQQX's -57.25%.

Which has better risk-adjusted returns?

TTIHX currently has the higher Sharpe Ratio (2.50 vs 2.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.