ITDC vs. VSMGX

In the year-to-date period, ITDC achieves a 0.23% return, which is significantly lower than VSMGX's 0.45% return.

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ITDC has a 0.10% expense ratio, which is lower than VSMGX's 0.13% 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%.

This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2035 ETF (ITDC) and Vanguard LifeStrategy Moderate Growth Fund (VSMGX). 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 higher than the VSMGX Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of ITDC and VSMGX, 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 VSMGX's 2.85% yield.

The maximum ITDC drawdown since its inception was -10.39%, smaller than the maximum VSMGX drawdown of -41.18%. Use the drawdown chart below to compare losses from any high point for ITDC and VSMGX. For additional features, visit the drawdowns tool.

Ishares Lifepath Target Date 2035 ETF (ITDC) has a higher volatility of 8.62% compared to Vanguard LifeStrategy Moderate Growth Fund (VSMGX) at 7.06%. This indicates that ITDC's price experiences larger fluctuations and is considered to be riskier than VSMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.