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.
Correlation
The correlation between IRTR and ITDA is 0.89, 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
Key characteristics
Returns By Period
IRTR
2.68%
1.90%
2.30%
10.48%
N/A
N/A
ITDA
N/A
N/A
N/A
N/A
N/A
N/A
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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 Rank
IRTR
ITDA
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 3.00%, while ITDA has not paid dividends to shareholders.
| TTM | 2024 | 2023 | |
|---|---|---|---|
IRTR Ishares Lifepath Retirement ETF | 3.00% | 3.02% | 0.85% |
ITDA Ishares Lifepath Target Date 2025 ETF | 2.21% | 2.21% | 0.58% |
Drawdowns
IRTR vs. ITDA - Drawdown Comparison
Volatility
IRTR vs. ITDA - Volatility Comparison
Ishares Lifepath Retirement ETF (IRTR) has a higher volatility of 1.56% compared to Ishares Lifepath Target Date 2025 ETF (ITDA) at 0.00%. This indicates that IRTR's price experiences larger fluctuations and is considered to be riskier than ITDA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.