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ITDA vs. IETC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between ITDA and IETC is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.6

Performance

ITDA vs. IETC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ishares Lifepath Target Date 2025 ETF (ITDA) and iShares Evolved U.S. Technology ETF (IETC). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
-0.47%
13.15%
ITDA
IETC

Key characteristics

Returns By Period


ITDA

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

IETC

YTD

0.54%

1M

-4.00%

6M

13.16%

1Y

25.22%

5Y*

20.15%

10Y*

N/A

*Annualized

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


ITDA vs. IETC - Expense Ratio Comparison

ITDA has a 0.09% expense ratio, which is lower than IETC's 0.18% 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%.


IETC
iShares Evolved U.S. Technology ETF
Expense ratio chart for IETC: current value at 0.18% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.18%
Expense ratio chart for ITDA: current value at 0.09% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.09%

Risk-Adjusted Performance

ITDA vs. IETC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ITDA
The Risk-Adjusted Performance Rank of ITDA is 8383
Overall Rank
The Sharpe Ratio Rank of ITDA is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of ITDA is 8484
Sortino Ratio Rank
The Omega Ratio Rank of ITDA is 8080
Omega Ratio Rank
The Calmar Ratio Rank of ITDA is 9090
Calmar Ratio Rank
The Martin Ratio Rank of ITDA is 7979
Martin Ratio Rank

IETC
The Risk-Adjusted Performance Rank of IETC is 6565
Overall Rank
The Sharpe Ratio Rank of IETC is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of IETC is 5656
Sortino Ratio Rank
The Omega Ratio Rank of IETC is 6060
Omega Ratio Rank
The Calmar Ratio Rank of IETC is 7575
Calmar Ratio Rank
The Martin Ratio Rank of IETC is 7373
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ITDA vs. IETC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2025 ETF (ITDA) and iShares Evolved U.S. Technology ETF (IETC). 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.


Sharpe ratio
The chart of Sharpe ratio for ITDA, currently valued at 1.51, compared to the broader market0.002.004.001.511.43
The chart of Sortino ratio for ITDA, currently valued at 2.21, compared to the broader market0.005.0010.002.211.91
The chart of Omega ratio for ITDA, currently valued at 1.31, compared to the broader market0.501.001.502.002.503.001.311.26
The chart of Calmar ratio for ITDA, currently valued at 2.36, compared to the broader market0.005.0010.0015.002.362.54
The chart of Martin ratio for ITDA, currently valued at 5.69, compared to the broader market0.0020.0040.0060.0080.00100.005.699.12
ITDA
IETC


Rolling 12-month Sharpe Ratio1.502.002.503.00Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22Dec 29Jan 05Jan 12Jan 19Jan 26Feb 02Feb 09Feb 16
1.51
1.43
ITDA
IETC

Dividends

ITDA vs. IETC - Dividend Comparison

ITDA has not paid dividends to shareholders, while IETC's dividend yield for the trailing twelve months is around 0.52%.


TTM2024202320222021202020192018
ITDA
Ishares Lifepath Target Date 2025 ETF
2.21%2.21%0.58%0.00%0.00%0.00%0.00%0.00%
IETC
iShares Evolved U.S. Technology ETF
0.52%0.52%0.79%0.92%0.73%0.48%0.79%1.27%

Drawdowns

ITDA vs. IETC - Drawdown Comparison


-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-2.01%
-4.67%
ITDA
IETC

Volatility

ITDA vs. IETC - Volatility Comparison

The current volatility for Ishares Lifepath Target Date 2025 ETF (ITDA) is 0.00%, while iShares Evolved U.S. Technology ETF (IETC) has a volatility of 7.66%. This indicates that ITDA experiences smaller price fluctuations and is considered to be less risky than IETC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%SeptemberOctoberNovemberDecember2025February0
7.66%
ITDA
IETC
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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