TTIIX vs. SWLGX
Compare and contrast key facts about TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
TTIIX is managed by TIAA Investments. It was launched on Apr 28, 2011. 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.
Performance
TTIIX vs. SWLGX - Performance Comparison
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TTIIX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TTIIX TIAA-CREF Lifecycle Index 2055 Fund | -4.34% | 20.96% | 15.35% | 20.75% | -17.59% | 17.38% | 17.22% | 26.38% | -7.17% | 0.25% |
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
In the year-to-date period, TTIIX achieves a -4.34% return, which is significantly higher than SWLGX's -13.06% return.
TTIIX
- 1D
- -0.24%
- 1M
- -8.37%
- YTD
- -4.34%
- 6M
- -1.56%
- 1Y
- 16.31%
- 3Y*
- 14.68%
- 5Y*
- 8.29%
- 10Y*
- 10.76%
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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TTIIX vs. SWLGX - Expense Ratio Comparison
TTIIX has a 0.10% expense ratio, which is higher than SWLGX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
TTIIX vs. SWLGX — Risk / Return Rank
TTIIX
SWLGX
TTIIX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) 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.
| TTIIX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.66 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.10 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.15 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 0.72 | +0.55 |
Martin ratioReturn relative to average drawdown | 5.98 | 2.51 | +3.47 |
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
| TTIIX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.66 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.56 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.68 | -0.07 |
Correlation
The correlation between TTIIX and SWLGX is 0.90, 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
TTIIX vs. SWLGX - Dividend Comparison
TTIIX's dividend yield for the trailing twelve months is around 2.90%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TTIIX TIAA-CREF Lifecycle Index 2055 Fund | 2.90% | 2.77% | 2.20% | 2.15% | 2.29% | 2.03% | 1.67% | 2.22% | 2.63% | 0.11% | 2.37% | 0.29% |
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
TTIIX vs. SWLGX - Drawdown Comparison
The maximum TTIIX drawdown since its inception was -31.76%, roughly equal to the maximum SWLGX drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for TTIIX and SWLGX.
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Drawdown Indicators
| TTIIX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.76% | -32.69% | +0.93% |
Max Drawdown (1Y)Largest decline over 1 year | -10.91% | -16.16% | +5.25% |
Max Drawdown (5Y)Largest decline over 5 years | -25.49% | -32.69% | +7.20% |
Max Drawdown (10Y)Largest decline over 10 years | -31.76% | — | — |
Current DrawdownCurrent decline from peak | -8.92% | -16.16% | +7.24% |
Average DrawdownAverage peak-to-trough decline | -4.35% | -7.13% | +2.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 4.62% | -2.20% |
Volatility
TTIIX vs. SWLGX - Volatility Comparison
The current volatility for TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) is 4.77%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.38%. This indicates that TTIIX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TTIIX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 5.38% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 8.66% | 11.82% | -3.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.37% | 22.31% | -6.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.55% | 21.47% | -6.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.67% | 22.78% | -7.11% |