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IRTR vs. ITDA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

IRTR vs. ITDA

Last updated May 13, 2025

Compare and contrast key facts about Ishares Lifepath Retirement ETF (IRTR) and Ishares Lifepath Target Date 2025 ETF (ITDA).

IRTR and ITDA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IRTR is an actively managed fund by iShares. It was launched on Oct 17, 2023. ITDA is an actively managed fund by iShares. It was launched on Oct 17, 2023.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IRTR or ITDA.

Correlation

The correlation between IRTR and ITDA is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

IRTR vs. ITDA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ishares Lifepath Retirement ETF (IRTR) and Ishares Lifepath Target Date 2025 ETF (ITDA). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

IRTR

YTD

2.68%

1M

4.01%

6M

1.20%

1Y

8.32%

5Y*

N/A

10Y*

N/A

ITDA

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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IRTR vs. ITDA - Expense Ratio Comparison

IRTR has a 0.08% expense ratio, which is lower than ITDA's 0.09% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

ITDA
Ishares Lifepath Target Date 2025 ETF
IRTR
Ishares Lifepath Retirement ETF

Risk-Adjusted Performance

IRTR vs. ITDA — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IRTR
The Risk-Adjusted Performance Rank of IRTR is 8585
Overall Rank
The Sharpe Ratio Rank of IRTR is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of IRTR is 8484
Sortino Ratio Rank
The Omega Ratio Rank of IRTR is 8383
Omega Ratio Rank
The Calmar Ratio Rank of IRTR is 8888
Calmar Ratio Rank
The Martin Ratio Rank of IRTR is 8787
Martin Ratio Rank
ITDA
The Risk-Adjusted Performance Rank of ITDA is 8383
Overall Rank
The Sharpe Ratio Rank of ITDA is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of ITDA is 8484
Sortino Ratio Rank
The Omega Ratio Rank of ITDA is 8080
Omega Ratio Rank
The Calmar Ratio Rank of ITDA is 9090
Calmar Ratio Rank
The Martin Ratio Rank of ITDA is 7979
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IRTR vs. ITDA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Retirement ETF (IRTR) and Ishares Lifepath Target Date 2025 ETF (ITDA). 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.

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Dividends

IRTR vs. ITDA - Dividend Comparison

IRTR's dividend yield for the trailing twelve months is around 3.13%, while ITDA has not paid dividends to shareholders.

TTM20242023
IRTR
Ishares Lifepath Retirement ETF		3.13%3.02%0.85%
ITDA
Ishares Lifepath Target Date 2025 ETF		2.21%2.21%0.58%

Drawdowns

IRTR vs. ITDA - Drawdown Comparison

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Volatility

IRTR vs. ITDA - Volatility Comparison

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