IRTR vs. VTINX

In the year-to-date period, IRTR achieves a 8.22% return, which is significantly higher than VTINX's 7.10% return.

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

Both IRTR and VTINX have an expense ratio of 0.08%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Retirement ETF (IRTR) and Vanguard Target Retirement Income Fund (VTINX). 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.

The current IRTR Sharpe Ratio is 1.41, which is comparable to the VTINX Sharpe Ratio of 1.53. The chart below compares the historical Sharpe Ratios of IRTR and VTINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IRTR's dividend yield for the trailing twelve months is around 3.00%, less than VTINX's 3.27% yield.

The maximum IRTR drawdown since its inception was -3.38%, smaller than the maximum VTINX drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for IRTR and VTINX. For additional features, visit the drawdowns tool.

Ishares Lifepath Retirement ETF (IRTR) has a higher volatility of 2.17% compared to Vanguard Target Retirement Income Fund (VTINX) at 1.56%. This indicates that IRTR's price experiences larger fluctuations and is considered to be riskier than VTINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.