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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TTIIX or SWLGX.
Key characteristics
| TTIIX | SWLGX | |
|---|---|---|
| YTD Return | 18.26% | 32.17% |
| 1Y Return | 30.56% | 45.23% |
| 3Y Return (Ann) | 5.40% | 10.40% |
| 5Y Return (Ann) | 11.03% | 20.14% |
| Sharpe Ratio | 2.46 | 2.62 |
| Sortino Ratio | 3.32 | 3.35 |
| Omega Ratio | 1.48 | 1.48 |
| Calmar Ratio | 2.81 | 3.35 |
| Martin Ratio | 17.28 | 13.17 |
| Ulcer Index | 1.72% | 3.34% |
| Daily Std Dev | 12.06% | 16.80% |
| Max Drawdown | -31.76% | -32.69% |
| Current Drawdown | -0.19% | 0.00% |
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.
Performance
TTIIX vs. SWLGX - Performance Comparison
In the year-to-date period, TTIIX achieves a 18.26% return, which is significantly lower than SWLGX's 32.17% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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%.
Risk-Adjusted Performance
TTIIX vs. SWLGX - Risk-Adjusted Performance 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.
Dividends
TTIIX vs. SWLGX - Dividend Comparison
TTIIX's dividend yield for the trailing twelve months is around 1.73%, more than SWLGX's 0.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TTIIX TIAA-CREF Lifecycle Index 2055 Fund | 1.73% | 2.05% | 1.96% | 1.90% | 1.59% | 2.12% | 2.40% | 1.93% | 2.04% | 2.19% | 2.20% | 1.90% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.51% | 0.67% | 0.93% | 0.57% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 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. For additional features, visit the drawdowns tool.
Volatility
TTIIX vs. SWLGX - Volatility Comparison
The current volatility for TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) is 3.08%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.09%. 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.