ITDA vs. FFTWX
Compare and contrast key facts about Ishares Lifepath Target Date 2025 ETF (ITDA) and Fidelity Freedom 2025 Fund (FFTWX).
ITDA is an actively managed fund by iShares. It was launched on Oct 17, 2023. FFTWX is managed by Fidelity. It was launched on Nov 6, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITDA or FFTWX.
Key characteristics
| ITDA | FFTWX | |
|---|---|---|
| YTD Return | 9.56% | 11.03% |
| 1Y Return | 18.16% | 20.34% |
| Sharpe Ratio | 2.86 | 2.67 |
| Sortino Ratio | 4.30 | 3.95 |
| Omega Ratio | 1.55 | 1.50 |
| Calmar Ratio | 5.49 | 1.55 |
| Martin Ratio | 17.97 | 16.70 |
| Ulcer Index | 1.05% | 1.26% |
| Daily Std Dev | 6.59% | 7.92% |
| Max Drawdown | -3.44% | -44.91% |
| Current Drawdown | -0.70% | -0.69% |
Correlation
The correlation between ITDA and FFTWX is 0.97, 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
ITDA vs. FFTWX - Performance Comparison
In the year-to-date period, ITDA achieves a 9.56% return, which is significantly lower than FFTWX's 11.03% return. 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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ITDA vs. FFTWX - Expense Ratio Comparison
ITDA has a 0.09% expense ratio, which is lower than FFTWX's 0.62% expense ratio.
Risk-Adjusted Performance
ITDA vs. FFTWX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2025 ETF (ITDA) and Fidelity Freedom 2025 Fund (FFTWX). 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
ITDA vs. FFTWX - Dividend Comparison
ITDA's dividend yield for the trailing twelve months is around 2.99%, more than FFTWX's 1.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITDA Ishares Lifepath Target Date 2025 ETF | 2.99% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FFTWX Fidelity Freedom 2025 Fund | 1.98% | 2.05% | 2.89% | 2.42% | 1.09% | 1.72% | 1.84% | 1.28% | 1.63% | 4.17% | 8.80% | 5.88% |
Drawdowns
ITDA vs. FFTWX - Drawdown Comparison
The maximum ITDA drawdown since its inception was -3.44%, smaller than the maximum FFTWX drawdown of -44.91%. Use the drawdown chart below to compare losses from any high point for ITDA and FFTWX. For additional features, visit the drawdowns tool.
Volatility
ITDA vs. FFTWX - Volatility Comparison
The current volatility for Ishares Lifepath Target Date 2025 ETF (ITDA) is 1.69%, while Fidelity Freedom 2025 Fund (FFTWX) has a volatility of 2.06%. This indicates that ITDA experiences smaller price fluctuations and is considered to be less risky than FFTWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.