ITDA vs. VOO
Compare and contrast key facts about Ishares Lifepath Target Date 2025 ETF (ITDA) and Vanguard S&P 500 ETF (VOO).
ITDA and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITDA or VOO.
Correlation
The correlation between ITDA and VOO is 0.71, 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. VOO - Performance Comparison
Key characteristics
Returns By Period
ITDA
N/A
N/A
N/A
N/A
N/A
N/A
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ITDA vs. VOO - Expense Ratio Comparison
ITDA has a 0.09% expense ratio, which is higher than VOO's 0.03% 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. VOO — Risk-Adjusted Performance Rank
ITDA
VOO
ITDA vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2025 ETF (ITDA) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
ITDA has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITDA Ishares Lifepath Target Date 2025 ETF | 2.21% | 2.21% | 0.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
ITDA vs. VOO - Drawdown Comparison
Volatility
ITDA vs. VOO - Volatility Comparison
The current volatility for Ishares Lifepath Target Date 2025 ETF (ITDA) is 0.00%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.01%. This indicates that ITDA experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.