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ITDF vs. VOO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ITDF vs. VOO

Last updated Jun 4, 2026

ITDF (Ishares Lifepath Target Date 2050 ETF) and VOO (Vanguard S&P 500 ETF) are both exchange-traded funds - ITDF is a Target Retirement Date fund actively managed by iShares, while VOO is a S&P 500 fund tracking the S&P 500 Index. ITDF is actively managed, while VOO is passively managed. Over the past year, ITDF returned 27.50% vs 28.04% for VOO. Their correlation of 0.94 suggests significant overlap in exposure. ITDF charges 0.11%/yr vs 0.03%/yr for VOO.

Performance

ITDF vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ishares Lifepath Target Date 2050 ETF (ITDF) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ITDF achieves a 11.50% return, which is significantly higher than VOO's 10.91% return.

ITDF

1D
-0.76%
1M
4.54%
YTD
11.50%
6M
12.25%
1Y
27.50%
3Y*
—
5Y*
—
10Y*
—

VOO

1D
-0.70%
1M
5.04%
YTD
10.91%
6M
10.93%
1Y
28.04%
3Y*
22.44%
5Y*
13.90%
10Y*
15.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ITDF vs. VOO - Yearly Performance Comparison

2026 (YTD)202520242023
ITDF
Ishares Lifepath Target Date 2050 ETF		11.50%20.86%16.15%12.92%
VOO
Vanguard S&P 500 ETF		10.91%17.82%24.98%11.93%

Correlation

The correlation between ITDF and VOO is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.95

Correlation (All Time)
Calculated using the full available price history since Oct 20, 2023

0.94

The correlation between ITDF and VOO has been stable across timeframes, ranging from 0.94 to 0.95 - a consistent structural relationship.

ITDF vs. VOO - Sectors Allocation Comparison

Sectors
ITDF
VOO

Technology

26.4%
35.7%

Financial Services

15.8%
11.6%

Industrials

11.7%
8.3%

Consumer Cyclical

9.2%
10.2%

Healthcare

8.1%
8.5%

Communication Services

8.0%
11.3%

Real Estate

5.2%
1.9%

Consumer Defensive

4.7%
4.9%

Basic Materials

4.2%
1.8%

Energy

4.2%
3.5%

Utilities

2.6%
2.4%

Technology

ITDF
26.4%
VOO
35.7%

Financial Services

ITDF
15.8%
VOO
11.6%

Industrials

ITDF
11.7%
VOO
8.3%

Consumer Cyclical

ITDF
9.2%
VOO
10.2%

Healthcare

ITDF
8.1%
VOO
8.5%

Communication Services

ITDF
8.0%
VOO
11.3%

Real Estate

ITDF
5.2%
VOO
1.9%

Consumer Defensive

ITDF
4.7%
VOO
4.9%

Basic Materials

ITDF
4.2%
VOO
1.8%

Energy

ITDF
4.2%
VOO
3.5%

Utilities

ITDF
2.6%
VOO
2.4%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Ishares Lifepath Target Date 2050 ETF

Vanguard S&P 500 ETF

Often compared with ITDF:
ITDF vs. VTITDF vs. ITDIITDF vs. SWYMXITDF vs. TRRNXITDF vs. IVVITDF vs. SCHDITDF vs. voo
Often compared with VOO:
VOO vs. VTIVOO vs. QQQVOO vs. SCHDVOO vs. VTVOO vs. SPYVOO vs. FXAIXVOO vs. IVV

Return for Risk

ITDF vs. VOO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ITDF
ITDF Risk / Return Rank: 6767
Overall Rank
ITDF Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
ITDF Sortino Ratio Rank: 7070
Sortino Ratio Rank
ITDF Omega Ratio Rank: 6868
Omega Ratio Rank
ITDF Calmar Ratio Rank: 5959
Calmar Ratio Rank
ITDF Martin Ratio Rank: 7070
Martin Ratio Rank
VOO
VOO Risk / Return Rank: 7070
Overall Rank
VOO Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 7070
Sortino Ratio Rank
VOO Omega Ratio Rank: 7070
Omega Ratio Rank
VOO Calmar Ratio Rank: 6262
Calmar Ratio Rank
VOO Martin Ratio Rank: 7575
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.

ITDF vs. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2050 ETF (ITDF) and Vanguard S&P 500 ETF (VOO). 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.

ITDFVOODifference
Sharpe ratioReturn per unit of total volatility
2.29
2.39

-0.09

Sortino ratioReturn per unit of downside risk
3.22
3.25

-0.04

Omega ratioGain probability vs. loss probability

1.42

1.43

-0.02

Calmar ratioReturn relative to maximum drawdown

2.97

3.16

-0.20

Martin ratioReturn relative to average drawdown

13.13

14.73

-1.60

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

ITDF vs. VOO - Sharpe Ratio Comparison

The current ITDF Sharpe Ratio is 2.29, which is comparable to the VOO Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of ITDF and VOO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

ITDFVOODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.29

2.39

-0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.83

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.87

—

Sharpe Ratio (All Time)

Calculated using the full available price history

1.76

0.89

+0.88

Drawdowns

ITDF vs. VOO - Drawdown Comparison

The maximum ITDF drawdown since its inception was -15.67%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ITDF and VOO.

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Drawdown Indicators

ITDFVOODifference

Max Drawdown

Largest peak-to-trough decline

-15.67%

-33.99%

+18.32%

Max Drawdown (1Y)

Largest decline over 1 year

-9.32%

-8.90%

-0.42%

Max Drawdown (3Y)

Largest decline over 3 years

—

-18.69%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-24.52%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-33.99%

—

Current Drawdown

Current decline from peak

-0.76%

-0.70%

-0.06%

Average Drawdown

Average peak-to-trough decline

-1.51%

-3.69%

+2.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.10%

1.91%

+0.19%

Volatility

ITDF vs. VOO - Volatility Comparison

Ishares Lifepath Target Date 2050 ETF (ITDF) has a higher volatility of 3.79% compared to Vanguard S&P 500 ETF (VOO) at 2.84%. This indicates that ITDF's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

ITDFVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.79%

2.84%

+0.95%

Volatility (6M)

Calculated over the trailing 6-month period

9.67%

8.90%

+0.77%

Volatility (1Y)

Calculated over the trailing 1-year period

12.04%

11.80%

+0.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.88%

16.81%

-2.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.88%

18.01%

-4.13%

ITDF vs. VOO - Expense Ratio Comparison

ITDF has a 0.11% expense ratio, which is higher than VOO'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%.

Dividends

ITDF vs. VOO - Dividend Comparison

ITDF's dividend yield for the trailing twelve months is around 1.48%, more than VOO's 1.03% yield.

PositionTTM20252024202320222021202020192018201720162015
ITDF
Ishares Lifepath Target Date 2050 ETF		1.48%1.65%1.55%0.85%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VOO
Vanguard S&P 500 ETF		1.03%1.13%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%

Frequently Asked Questions

With a correlation of 0.95, ITDF and VOO move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

ITDF has higher volatility (3.79%) compared to VOO (2.84%). In terms of maximum drawdown, ITDF dropped -15.67% vs VOO's -33.99%.

On 1-year performance, VOO leads with 28.04% vs 27.50% for ITDF. On fees, VOO is cheaper at 0.03% per year. On volatility, VOO has been the lower-risk option at 2.84%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, VOO has performed better with a 28.04% return vs 27.50%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VOO is cheaper with a 0.03% expense ratio, compared with 0.11% for ITDF.

ITDF has the higher dividend yield at 1.48%, compared with 1.03% for VOO.

ITDF is categorized as Target Retirement Date, while VOO is S&P 500. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.11% for ITDF and 0.03% for VOO.

VOO currently has the higher Sharpe Ratio (2.39 vs 2.29), 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.

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