ITDA vs. IRTR
Compare and contrast key facts about Ishares Lifepath Target Date 2025 ETF (ITDA) and Ishares Lifepath Retirement ETF (IRTR).
ITDA and IRTR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ITDA is an actively managed fund by iShares. It was launched on Oct 17, 2023. IRTR 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: ITDA or IRTR.
Key characteristics
| ITDA | IRTR | |
|---|---|---|
| YTD Return | 9.62% | 9.22% |
| 1Y Return | 18.94% | 18.22% |
| Sharpe Ratio | 2.70 | 2.70 |
| Sortino Ratio | 4.04 | 4.05 |
| Omega Ratio | 1.51 | 1.51 |
| Calmar Ratio | 5.23 | 5.12 |
| Martin Ratio | 17.14 | 17.05 |
| Ulcer Index | 1.05% | 1.01% |
| Daily Std Dev | 6.66% | 6.42% |
| Max Drawdown | -3.44% | -3.38% |
| Current Drawdown | -0.65% | -0.68% |
Correlation
The correlation between ITDA and IRTR is 0.99, 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. IRTR - Performance Comparison
The year-to-date returns for both stocks are quite close, with ITDA having a 9.62% return and IRTR slightly lower at 9.22%. 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. IRTR - Expense Ratio Comparison
ITDA has a 0.09% expense ratio, which is higher than IRTR's 0.08% expense ratio. However, 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
ITDA vs. IRTR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2025 ETF (ITDA) and Ishares Lifepath Retirement ETF (IRTR). 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. IRTR - Dividend Comparison
ITDA's dividend yield for the trailing twelve months is around 2.99%, which matches IRTR's 2.99% yield.
| TTM | 2023 | |
|---|---|---|
ITDA Ishares Lifepath Target Date 2025 ETF | 2.99% | 0.87% |
IRTR Ishares Lifepath Retirement ETF | 2.99% | 0.85% |
Drawdowns
ITDA vs. IRTR - Drawdown Comparison
The maximum ITDA drawdown since its inception was -3.44%, roughly equal to the maximum IRTR drawdown of -3.38%. Use the drawdown chart below to compare losses from any high point for ITDA and IRTR. For additional features, visit the drawdowns tool.
Volatility
ITDA vs. IRTR - Volatility Comparison
Ishares Lifepath Target Date 2025 ETF (ITDA) and Ishares Lifepath Retirement ETF (IRTR) have volatilities of 1.71% and 1.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.