Correlation
The correlation between IRTR and VTINX is 0.76, 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.
IRTR vs. VTINX
Compare and contrast key facts about Ishares Lifepath Retirement ETF (IRTR) and Vanguard Target Retirement Income Fund (VTINX).
IRTR is an actively managed fund by iShares. It was launched on Oct 17, 2023. VTINX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IRTR or VTINX.
Performance
IRTR vs. VTINX - Performance Comparison
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Key characteristics
IRTR:
1.19
VTINX:
0.97
IRTR:
1.67
VTINX:
1.22
IRTR:
1.23
VTINX:
1.18
IRTR:
1.43
VTINX:
0.59
IRTR:
6.00
VTINX:
2.38
IRTR:
1.50%
VTINX:
2.35%
IRTR:
8.00%
VTINX:
6.25%
IRTR:
-6.29%
VTINX:
-21.75%
IRTR:
0.00%
VTINX:
-3.78%
Returns By Period
The year-to-date returns for both investments are quite close, with IRTR having a 3.70% return and VTINX slightly higher at 3.75%.
IRTR
3.70%
1.89%
1.41%
8.92%
N/A
N/A
N/A
VTINX
3.75%
1.50%
-0.51%
5.59%
3.91%
1.94%
2.77%
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IRTR vs. VTINX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
IRTR vs. VTINX — Risk-Adjusted Performance Rank
IRTR
VTINX
IRTR vs. VTINX - Risk-Adjusted Performance Comparison
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.
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Dividends
IRTR vs. VTINX - Dividend Comparison
IRTR's dividend yield for the trailing twelve months is around 3.10%, less than VTINX's 5.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRTR Ishares Lifepath Retirement ETF | 3.10% | 3.02% | 0.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTINX Vanguard Target Retirement Income Fund | 5.83% | 5.89% | 4.01% | 3.09% | 8.64% | 3.43% | 2.63% | 4.20% | 2.51% | 2.27% | 3.53% | 2.16% |
Drawdowns
IRTR vs. VTINX - Drawdown Comparison
The maximum IRTR drawdown since its inception was -6.29%, smaller than the maximum VTINX drawdown of -21.75%. Use the drawdown chart below to compare losses from any high point for IRTR and VTINX.
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Volatility
IRTR vs. VTINX - Volatility Comparison
Ishares Lifepath Retirement ETF (IRTR) has a higher volatility of 1.67% compared to Vanguard Target Retirement Income Fund (VTINX) at 1.38%. 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.
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