ITDB vs. IRTR

In the year-to-date period, ITDB achieves a 4.10% return, which is significantly higher than IRTR's 3.63% return.

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ITDB 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%.

This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2030 ETF (ITDB) 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.

The current ITDB Sharpe Ratio is 0.92, which is comparable to the IRTR Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of ITDB and IRTR, 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 1.89%, less than IRTR's 3.10% yield.

The maximum ITDB drawdown since its inception was -8.41%, which is greater than IRTR's maximum drawdown of -6.29%. Use the drawdown chart below to compare losses from any high point for ITDB and IRTR. For additional features, visit the drawdowns tool.

Ishares Lifepath Target Date 2030 ETF (ITDB) and Ishares Lifepath Retirement ETF (IRTR) have volatilities of 2.49% and 2.47%, 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.