ITDB vs. AOA
Compare and contrast key facts about Ishares Lifepath Target Date 2030 ETF (ITDB) and iShares Core Aggressive Allocation ETF (AOA).
ITDB and AOA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ITDB is an actively managed fund by iShares. It was launched on Oct 17, 2023. AOA is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Aggressive Index. It was launched on Nov 4, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITDB or AOA.
Correlation
The correlation between ITDB and AOA is 0.86, 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
ITDB vs. AOA - Performance Comparison
Key characteristics
ITDB:
0.92
AOA:
0.70
ITDB:
1.35
AOA:
1.07
ITDB:
1.19
AOA:
1.15
ITDB:
1.10
AOA:
0.75
ITDB:
4.79
AOA:
3.38
ITDB:
1.93%
AOA:
2.88%
ITDB:
10.04%
AOA:
13.94%
ITDB:
-8.41%
AOA:
-28.38%
ITDB:
-1.45%
AOA:
-3.00%
Returns By Period
In the year-to-date period, ITDB achieves a 1.91% return, which is significantly higher than AOA's 1.31% return.
ITDB
1.91%
7.60%
0.92%
8.49%
N/A
N/A
AOA
1.31%
10.38%
-0.14%
8.76%
10.73%
7.35%
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ITDB vs. AOA - Expense Ratio Comparison
ITDB has a 0.09% expense ratio, which is lower than AOA's 0.25% 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%.
Risk-Adjusted Performance
ITDB vs. AOA — Risk-Adjusted Performance Rank
ITDB
AOA
ITDB vs. AOA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2030 ETF (ITDB) and iShares Core Aggressive Allocation ETF (AOA). 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
ITDB vs. AOA - Dividend Comparison
ITDB's dividend yield for the trailing twelve months is around 1.93%, less than AOA's 2.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITDB Ishares Lifepath Target Date 2030 ETF | 1.93% | 1.96% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AOA iShares Core Aggressive Allocation ETF | 2.29% | 2.30% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.02% | 2.15% | 2.18% |
Drawdowns
ITDB vs. AOA - Drawdown Comparison
The maximum ITDB drawdown since its inception was -8.41%, smaller than the maximum AOA drawdown of -28.38%. Use the drawdown chart below to compare losses from any high point for ITDB and AOA. For additional features, visit the drawdowns tool.
Volatility
ITDB vs. AOA - Volatility Comparison
The current volatility for Ishares Lifepath Target Date 2030 ETF (ITDB) is 5.42%, while iShares Core Aggressive Allocation ETF (AOA) has a volatility of 7.63%. This indicates that ITDB experiences smaller price fluctuations and is considered to be less risky than AOA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.