IRTR vs. ITDA
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.
Key characteristics
| IRTR | ITDA | |
|---|---|---|
| YTD Return | 9.16% | 9.56% |
| 1Y Return | 17.48% | 18.16% |
| Sharpe Ratio | 2.85 | 2.86 |
| Sortino Ratio | 4.32 | 4.30 |
| Omega Ratio | 1.55 | 1.55 |
| Calmar Ratio | 5.37 | 5.49 |
| Martin Ratio | 17.88 | 17.97 |
| Ulcer Index | 1.02% | 1.05% |
| Daily Std Dev | 6.35% | 6.59% |
| Max Drawdown | -3.38% | -3.44% |
| Current Drawdown | -0.74% | -0.70% |
Correlation
The correlation between IRTR and ITDA is 0.99, 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
IRTR vs. ITDA - Performance Comparison
The year-to-date returns for both investments are quite close, with IRTR having a 9.16% return and ITDA slightly higher at 9.56%. 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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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%.
Risk-Adjusted Performance
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.
Dividends
IRTR vs. ITDA - Dividend Comparison
IRTR's dividend yield for the trailing twelve months is around 2.99%, which matches ITDA's 2.99% yield.
| TTM | 2023 | |
|---|---|---|
IRTR Ishares Lifepath Retirement ETF | 2.99% | 0.85% |
ITDA Ishares Lifepath Target Date 2025 ETF | 2.99% | 0.87% |
Drawdowns
IRTR vs. ITDA - Drawdown Comparison
The maximum IRTR drawdown since its inception was -3.38%, roughly equal to the maximum ITDA drawdown of -3.44%. Use the drawdown chart below to compare losses from any high point for IRTR and ITDA. For additional features, visit the drawdowns tool.
Volatility
IRTR vs. ITDA - Volatility Comparison
Ishares Lifepath Retirement ETF (IRTR) and Ishares Lifepath Target Date 2025 ETF (ITDA) have volatilities of 1.63% and 1.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.