ITDC vs. SWYFX

In the year-to-date period, ITDC achieves a 0.23% return, which is significantly higher than SWYFX's -0.36% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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 0.82, which is comparable to the SWYFX Sharpe Ratio of 0.74. 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 1.92%, less than SWYFX's 2.38% 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. For additional features, visit the drawdowns tool.

Ishares Lifepath Target Date 2035 ETF (ITDC) and Schwab Target 2035 Index Fund (SWYFX) have volatilities of 8.62% and 8.95%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.