ITDB vs. ITDA
Compare and contrast key facts about Ishares Lifepath Target Date 2030 ETF (ITDB) and Ishares Lifepath Target Date 2025 ETF (ITDA).
ITDB and ITDA 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. ITDA 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: ITDB or ITDA.
Correlation
The correlation between ITDB and ITDA is 0.94, 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. ITDA - Performance Comparison
Key characteristics
Returns By Period
ITDB
9.95%
-2.36%
4.70%
9.95%
N/A
N/A
ITDA
N/A
N/A
N/A
N/A
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ITDB vs. ITDA - Expense Ratio Comparison
Both ITDB and ITDA 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%.
Risk-Adjusted Performance
ITDB vs. ITDA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2030 ETF (ITDB) and Ishares Lifepath Target Date 2025 ETF (ITDA). 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. ITDA - Dividend Comparison
ITDB's dividend yield for the trailing twelve months is around 1.96%, while ITDA has not paid dividends to shareholders.
TTM | 2023 | |
---|---|---|
Ishares Lifepath Target Date 2030 ETF | 1.96% | 0.62% |
Ishares Lifepath Target Date 2025 ETF | 2.21% | 0.58% |
Drawdowns
ITDB vs. ITDA - Drawdown Comparison
Volatility
ITDB vs. ITDA - Volatility Comparison
Ishares Lifepath Target Date 2030 ETF (ITDB) has a higher volatility of 2.54% compared to Ishares Lifepath Target Date 2025 ETF (ITDA) at 0.00%. This indicates that ITDB's price experiences larger fluctuations and is considered to be riskier than ITDA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.