ITDB vs. VTHRX

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ITDB has a 0.09% expense ratio, which is higher than VTHRX'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 Vanguard Target Retirement 2030 Fund (VTHRX). 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 1.28, which is higher than the VTHRX Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of ITDB and VTHRX, 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 1.96%, while VTHRX has not paid dividends to shareholders.

The maximum ITDB drawdown since its inception was -3.99%, smaller than the maximum VTHRX drawdown of -49.57%. Use the drawdown chart below to compare losses from any high point for ITDB and VTHRX. For additional features, visit the drawdowns tool.

The current volatility for Ishares Lifepath Target Date 2030 ETF (ITDB) is 2.46%, while Vanguard Target Retirement 2030 Fund (VTHRX) has a volatility of 4.52%. This indicates that ITDB experiences smaller price fluctuations and is considered to be less risky than VTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.