ITDC vs. ITDB
Compare and contrast key facts about Ishares Lifepath Target Date 2035 ETF (ITDC) and Ishares Lifepath Target Date 2030 ETF (ITDB).
ITDC and ITDB 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. ITDB 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 ITDB.
Correlation
The correlation between ITDC and ITDB is 0.87, 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. ITDB - Performance Comparison
Key characteristics
ITDC:
0.82
ITDB:
0.93
ITDC:
1.24
ITDB:
1.35
ITDC:
1.18
ITDB:
1.19
ITDC:
0.95
ITDB:
1.12
ITDC:
4.28
ITDB:
4.91
ITDC:
2.30%
ITDB:
1.91%
ITDC:
11.96%
ITDB:
10.16%
ITDC:
-10.39%
ITDB:
-8.41%
ITDC:
-3.42%
ITDB:
-2.56%
Returns By Period
In the year-to-date period, ITDC achieves a 0.23% return, which is significantly lower than ITDB's 0.76% return.
ITDC
0.23%
-0.89%
-0.40%
9.60%
N/A
N/A
ITDB
0.76%
-0.69%
0.09%
9.25%
N/A
N/A
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ITDC vs. ITDB - Expense Ratio Comparison
ITDC has a 0.10% expense ratio, which is higher than ITDB's 0.09% 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. ITDB — Risk-Adjusted Performance Rank
ITDC
ITDB
ITDC vs. ITDB - 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 Target Date 2030 ETF (ITDB). 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. ITDB - Dividend Comparison
ITDC's dividend yield for the trailing twelve months is around 1.92%, less than ITDB's 1.95% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
ITDC Ishares Lifepath Target Date 2035 ETF | 1.92% | 1.93% | 0.84% |
ITDB Ishares Lifepath Target Date 2030 ETF | 1.95% | 1.96% | 0.62% |
Drawdowns
ITDC vs. ITDB - Drawdown Comparison
The maximum ITDC drawdown since its inception was -10.39%, which is greater than ITDB's maximum drawdown of -8.41%. Use the drawdown chart below to compare losses from any high point for ITDC and ITDB. For additional features, visit the drawdowns tool.
Volatility
ITDC vs. ITDB - Volatility Comparison
Ishares Lifepath Target Date 2035 ETF (ITDC) has a higher volatility of 8.62% compared to Ishares Lifepath Target Date 2030 ETF (ITDB) at 7.12%. This indicates that ITDC's price experiences larger fluctuations and is considered to be riskier than ITDB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.