ITDB vs. AOM

In the year-to-date period, ITDB achieves a 3.57% return, which is significantly higher than AOM's 3.25% return.

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ITDB has a 0.09% expense ratio, which is lower than AOM'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%.

This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2030 ETF (ITDB) and iShares Core Moderate Allocation ETF (AOM). 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.

The current ITDB Sharpe Ratio is 0.84, which is comparable to the AOM Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of ITDB and AOM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ITDB's dividend yield for the trailing twelve months is around 1.90%, less than AOM's 3.08% yield.

The maximum ITDB drawdown since its inception was -8.41%, smaller than the maximum AOM drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for ITDB and AOM. For additional features, visit the drawdowns tool.

Ishares Lifepath Target Date 2030 ETF (ITDB) has a higher volatility of 2.62% compared to iShares Core Moderate Allocation ETF (AOM) at 2.18%. This indicates that ITDB's price experiences larger fluctuations and is considered to be riskier than AOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.