ITDC vs. SWYFX

The year-to-date returns for both stocks are quite close, with ITDC having a 4.09% return and SWYFX slightly lower at 4.01%.

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ITDC has a 0.10% expense ratio, which is higher than SWYFX's 0.04% 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 2035 ETF (ITDC) and Schwab Target 2035 Index Fund (SWYFX). 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 ITDC Sharpe Ratio is 0.96, which is comparable to the SWYFX Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of ITDC and SWYFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ITDC's dividend yield for the trailing twelve months is around 1.85%, less than SWYFX's 2.28% yield.

The maximum ITDC drawdown since its inception was -10.39%, smaller than the maximum SWYFX drawdown of -26.50%. Use the drawdown chart below to compare losses from any high point for ITDC and SWYFX.

The current volatility for Ishares Lifepath Target Date 2035 ETF (ITDC) is 2.41%, while Schwab Target 2035 Index Fund (SWYFX) has a volatility of 2.88%. This indicates that ITDC experiences smaller price fluctuations and is considered to be less risky than SWYFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.