ITDB vs. IWM
Compare and contrast key facts about Ishares Lifepath Target Date 2030 ETF (ITDB) and iShares Russell 2000 ETF (IWM).
ITDB and IWM 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. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000.
Performance
ITDB vs. IWM - Performance Comparison
Loading graphics...
ITDB vs. IWM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ITDB Ishares Lifepath Target Date 2030 ETF | -0.58% | 14.58% | 9.65% | 11.73% |
IWM iShares Russell 2000 ETF | 0.93% | 12.66% | 11.38% | 19.47% |
Returns By Period
In the year-to-date period, ITDB achieves a -0.58% return, which is significantly lower than IWM's 0.93% return.
ITDB
- 1D
- 1.55%
- 1M
- -3.88%
- YTD
- -0.58%
- 6M
- 1.36%
- 1Y
- 12.66%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IWM
- 1D
- 3.50%
- 1M
- -4.96%
- YTD
- 0.93%
- 6M
- 3.02%
- 1Y
- 25.66%
- 3Y*
- 12.94%
- 5Y*
- 3.34%
- 10Y*
- 9.76%
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. IWM - Expense Ratio Comparison
ITDB has a 0.09% expense ratio, which is lower than IWM's 0.19% 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%.
Return for Risk
ITDB vs. IWM — Risk / Return Rank
ITDB
IWM
ITDB vs. IWM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2030 ETF (ITDB) and iShares Russell 2000 ETF (IWM). 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.
| ITDB | IWM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 1.11 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.66 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.21 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 1.82 | +0.03 |
Martin ratioReturn relative to average drawdown | 8.41 | 6.76 | +1.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ITDB | IWM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.11 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.15 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.43 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.71 | 0.34 | +1.37 |
Correlation
The correlation between ITDB and IWM is 0.78, 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.
Dividends
ITDB vs. IWM - Dividend Comparison
ITDB's dividend yield for the trailing twelve months is around 2.06%, more than IWM's 1.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITDB Ishares Lifepath Target Date 2030 ETF | 2.06% | 2.05% | 1.96% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWM iShares Russell 2000 ETF | 1.02% | 1.04% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% |
Drawdowns
ITDB vs. IWM - Drawdown Comparison
The maximum ITDB drawdown since its inception was -8.41%, smaller than the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for ITDB and IWM.
Loading graphics...
Drawdown Indicators
| ITDB | IWM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.41% | -59.05% | +50.64% |
Max Drawdown (1Y)Largest decline over 1 year | -6.94% | -13.74% | +6.80% |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.91% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.13% | — |
Current DrawdownCurrent decline from peak | -4.05% | -7.91% | +3.86% |
Average DrawdownAverage peak-to-trough decline | -0.95% | -10.83% | +9.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.53% | 3.70% | -2.17% |
Volatility
ITDB vs. IWM - Volatility Comparison
The current volatility for Ishares Lifepath Target Date 2030 ETF (ITDB) is 3.74%, while iShares Russell 2000 ETF (IWM) has a volatility of 7.47%. This indicates that ITDB experiences smaller price fluctuations and is considered to be less risky than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ITDB | IWM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 7.47% | -3.73% |
Volatility (6M)Calculated over the trailing 6-month period | 5.48% | 14.47% | -8.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.59% | 23.18% | -13.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.61% | 22.55% | -13.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.61% | 22.99% | -14.38% |