Correlation
The correlation between ITDC and AVGV 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.
ITDC vs. AVGV
Compare and contrast key facts about Ishares Lifepath Target Date 2035 ETF (ITDC) and Avantis ALL Equity Markets Value ETF (AVGV).
ITDC and AVGV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ITDC is an actively managed fund by iShares. It was launched on Oct 17, 2023. AVGV is an actively managed fund by Avantis. It was launched on Jun 27, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITDC or AVGV.
Performance
ITDC vs. AVGV - Performance Comparison
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Key characteristics
ITDC:
0.97
AVGV:
0.50
ITDC:
1.30
AVGV:
0.72
ITDC:
1.18
AVGV:
1.10
ITDC:
0.99
AVGV:
0.46
ITDC:
4.38
AVGV:
1.86
ITDC:
2.35%
AVGV:
4.23%
ITDC:
11.96%
AVGV:
18.54%
ITDC:
-10.39%
AVGV:
-17.03%
ITDC:
-0.31%
AVGV:
-1.48%
Returns By Period
The year-to-date returns for both stocks are quite close, with ITDC having a 4.14% return and AVGV slightly lower at 3.98%.
ITDC
4.14%
3.31%
1.78%
11.47%
N/A
N/A
N/A
AVGV
3.98%
5.54%
-0.83%
9.20%
N/A
N/A
N/A
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ITDC vs. AVGV - Expense Ratio Comparison
ITDC has a 0.10% expense ratio, which is lower than AVGV's 0.26% 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%.
Risk-Adjusted Performance
ITDC vs. AVGV — Risk-Adjusted Performance Rank
ITDC
AVGV
ITDC vs. AVGV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2035 ETF (ITDC) and Avantis ALL Equity Markets Value ETF (AVGV). 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.
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Dividends
ITDC vs. AVGV - Dividend Comparison
ITDC's dividend yield for the trailing twelve months is around 1.85%, less than AVGV's 2.24% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
ITDC Ishares Lifepath Target Date 2035 ETF | 1.85% | 1.93% | 0.84% |
AVGV Avantis ALL Equity Markets Value ETF | 2.24% | 2.33% | 1.14% |
Drawdowns
ITDC vs. AVGV - Drawdown Comparison
The maximum ITDC drawdown since its inception was -10.39%, smaller than the maximum AVGV drawdown of -17.03%. Use the drawdown chart below to compare losses from any high point for ITDC and AVGV.
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Volatility
ITDC vs. AVGV - Volatility Comparison
The current volatility for Ishares Lifepath Target Date 2035 ETF (ITDC) is 2.40%, while Avantis ALL Equity Markets Value ETF (AVGV) has a volatility of 3.99%. This indicates that ITDC experiences smaller price fluctuations and is considered to be less risky than AVGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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