ITDC vs. IRTR
Compare and contrast key facts about Ishares Lifepath Target Date 2035 ETF (ITDC) and Ishares Lifepath Retirement ETF (IRTR).
ITDC and IRTR 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. IRTR 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: ITDC or IRTR.
Correlation
The correlation between ITDC and IRTR is 0.79, 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
ITDC vs. IRTR - Performance Comparison
Key characteristics
ITDC:
0.82
IRTR:
1.10
ITDC:
1.24
IRTR:
1.64
ITDC:
1.18
IRTR:
1.22
ITDC:
0.95
IRTR:
1.41
ITDC:
4.28
IRTR:
5.93
ITDC:
2.30%
IRTR:
1.50%
ITDC:
11.96%
IRTR:
8.06%
ITDC:
-10.39%
IRTR:
-6.29%
ITDC:
-3.42%
IRTR:
-1.50%
Returns By Period
In the year-to-date period, ITDC achieves a 0.23% return, which is significantly lower than IRTR's 1.32% return.
ITDC
0.23%
-0.89%
-0.40%
9.60%
N/A
N/A
IRTR
1.32%
-0.23%
0.79%
8.76%
N/A
N/A
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ITDC vs. IRTR - Expense Ratio Comparison
ITDC has a 0.10% 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%.
Risk-Adjusted Performance
ITDC vs. IRTR — Risk-Adjusted Performance Rank
ITDC
IRTR
ITDC vs. IRTR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2035 ETF (ITDC) 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.
Dividends
ITDC vs. IRTR - Dividend Comparison
ITDC's dividend yield for the trailing twelve months is around 1.92%, less than IRTR's 3.16% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
ITDC Ishares Lifepath Target Date 2035 ETF | 1.92% | 1.93% | 0.84% |
IRTR Ishares Lifepath Retirement ETF | 3.16% | 3.02% | 0.85% |
Drawdowns
ITDC vs. IRTR - Drawdown Comparison
The maximum ITDC drawdown since its inception was -10.39%, which is greater than IRTR's maximum drawdown of -6.29%. Use the drawdown chart below to compare losses from any high point for ITDC and IRTR. For additional features, visit the drawdowns tool.
Volatility
ITDC vs. IRTR - Volatility Comparison
Ishares Lifepath Target Date 2035 ETF (ITDC) has a higher volatility of 8.62% compared to Ishares Lifepath Retirement ETF (IRTR) at 5.56%. This indicates that ITDC's price experiences larger fluctuations and is considered to be riskier than IRTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.