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

ITDA vs. ITDB

Last updated May 17, 2025

Compare and contrast key facts about Ishares Lifepath Target Date 2025 ETF (ITDA) and Ishares Lifepath Target Date 2030 ETF (ITDB).

ITDA and ITDB 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. ITDB 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 ITDB.

Correlation

The correlation between ITDA and ITDB is 0.60, 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.

Performance

ITDA vs. ITDB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ishares Lifepath Target Date 2025 ETF (ITDA) and Ishares Lifepath Target Date 2030 ETF (ITDB). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

ITDA

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

ITDB

YTD

3.85%

1M

5.66%

6M

3.52%

1Y

8.88%

5Y*

N/A

10Y*

N/A

*Annualized

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ITDA vs. ITDB - Expense Ratio Comparison

Both ITDA and ITDB have an expense ratio of 0.09%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

ITDA
Ishares Lifepath Target Date 2025 ETF
ITDB
Ishares Lifepath Target Date 2030 ETF

Risk-Adjusted Performance

ITDA vs. ITDB — 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
ITDB
The Risk-Adjusted Performance Rank of ITDB is 8181
Overall Rank
The Sharpe Ratio Rank of ITDB is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of ITDB is 7979
Sortino Ratio Rank
The Omega Ratio Rank of ITDB is 7979
Omega Ratio Rank
The Calmar Ratio Rank of ITDB is 8484
Calmar Ratio Rank
The Martin Ratio Rank of ITDB is 8484
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. ITDB - 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 Target Date 2030 ETF (ITDB). 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

ITDA vs. ITDB - Dividend Comparison

ITDA has not paid dividends to shareholders, while ITDB's dividend yield for the trailing twelve months is around 1.89%.

TTM20242023
ITDA
Ishares Lifepath Target Date 2025 ETF		2.21%2.21%0.58%
ITDB
Ishares Lifepath Target Date 2030 ETF		1.89%1.96%0.62%

Drawdowns

ITDA vs. ITDB - Drawdown Comparison

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Volatility

ITDA vs. ITDB - Volatility Comparison

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