TVIIX vs. VUG
Compare and contrast key facts about TIAA-CREF Lifecycle Index 2060 Fund (TVIIX) and Vanguard Growth ETF (VUG).
TVIIX is managed by TIAA Investments. It was launched on Sep 25, 2014. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Growth Index. It was launched on Nov 13, 2000.
Performance
TVIIX vs. VUG - Performance Comparison
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TVIIX vs. VUG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TVIIX TIAA-CREF Lifecycle Index 2060 Fund | -4.41% | 21.10% | 15.59% | 20.90% | -17.60% | 17.62% | 17.39% | 26.52% | -7.17% | 19.58% |
VUG Vanguard Growth ETF | -10.37% | 19.40% | 32.69% | 46.83% | -33.16% | 27.35% | 40.25% | 37.03% | -3.32% | 27.72% |
Returns By Period
In the year-to-date period, TVIIX achieves a -4.41% return, which is significantly higher than VUG's -10.37% return. Over the past 10 years, TVIIX has underperformed VUG with an annualized return of 10.88%, while VUG has yielded a comparatively higher 16.03% annualized return.
TVIIX
- 1D
- -0.31%
- 1M
- -8.49%
- YTD
- -4.41%
- 6M
- -1.59%
- 1Y
- 16.41%
- 3Y*
- 14.81%
- 5Y*
- 8.39%
- 10Y*
- 10.88%
VUG
- 1D
- 4.00%
- 1M
- -5.12%
- YTD
- -10.37%
- 6M
- -8.73%
- 1Y
- 18.30%
- 3Y*
- 21.15%
- 5Y*
- 11.43%
- 10Y*
- 16.03%
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TVIIX vs. VUG - Expense Ratio Comparison
TVIIX has a 0.10% expense ratio, which is higher than VUG's 0.03% 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
TVIIX vs. VUG — Risk / Return Rank
TVIIX
VUG
TVIIX vs. VUG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2060 Fund (TVIIX) and Vanguard Growth ETF (VUG). 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.
| TVIIX | VUG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.81 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.31 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.11 | +0.14 |
Martin ratioReturn relative to average drawdown | 5.94 | 3.96 | +1.98 |
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
| TVIIX | VUG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.81 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.52 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.75 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.57 | +0.03 |
Correlation
The correlation between TVIIX and VUG 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
TVIIX vs. VUG - Dividend Comparison
TVIIX's dividend yield for the trailing twelve months is around 2.73%, more than VUG's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TVIIX TIAA-CREF Lifecycle Index 2060 Fund | 2.73% | 2.61% | 2.16% | 2.13% | 2.22% | 1.92% | 1.63% | 2.18% | 2.80% | 0.12% | 2.69% | 0.40% |
VUG Vanguard Growth ETF | 0.46% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Drawdowns
TVIIX vs. VUG - Drawdown Comparison
The maximum TVIIX drawdown since its inception was -32.04%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for TVIIX and VUG.
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Drawdown Indicators
| TVIIX | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.04% | -50.68% | +18.64% |
Max Drawdown (1Y)Largest decline over 1 year | -10.98% | -16.53% | +5.55% |
Max Drawdown (5Y)Largest decline over 5 years | -25.56% | -35.61% | +10.05% |
Max Drawdown (10Y)Largest decline over 10 years | -32.04% | -35.61% | +3.57% |
Current DrawdownCurrent decline from peak | -9.05% | -13.20% | +4.15% |
Average DrawdownAverage peak-to-trough decline | -4.64% | -7.13% | +2.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | 4.66% | -2.21% |
Volatility
TVIIX vs. VUG - Volatility Comparison
The current volatility for TIAA-CREF Lifecycle Index 2060 Fund (TVIIX) is 4.78%, while Vanguard Growth ETF (VUG) has a volatility of 7.00%. This indicates that TVIIX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TVIIX | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 7.00% | -2.22% |
Volatility (6M)Calculated over the trailing 6-month period | 8.76% | 12.65% | -3.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.54% | 22.68% | -7.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.73% | 22.23% | -7.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.88% | 21.38% | -5.50% |