ITDD vs. AOA
Compare and contrast key facts about Ishares Lifepath Target Date 2040 ETF (ITDD) and iShares Core Aggressive Allocation ETF (AOA).
ITDD and AOA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ITDD is an actively managed fund by iShares. It was launched on Oct 17, 2023. AOA is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Aggressive Index. It was launched on Nov 4, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITDD or AOA.
Correlation
The correlation between ITDD and AOA is 0.93, 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
ITDD vs. AOA - Performance Comparison
Key characteristics
ITDD:
0.73
AOA:
0.67
ITDD:
1.11
AOA:
1.03
ITDD:
1.16
AOA:
1.15
ITDD:
0.80
AOA:
0.73
ITDD:
3.62
AOA:
3.34
ITDD:
2.75%
AOA:
2.81%
ITDD:
13.74%
AOA:
14.04%
ITDD:
-12.46%
AOA:
-28.38%
ITDD:
-4.53%
AOA:
-4.54%
Returns By Period
In the year-to-date period, ITDD achieves a -0.36% return, which is significantly lower than AOA's -0.30% return.
ITDD
-0.36%
-0.27%
-0.87%
9.69%
N/A
N/A
AOA
-0.30%
0.11%
-0.79%
9.15%
10.71%
7.30%
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ITDD vs. AOA - Expense Ratio Comparison
ITDD has a 0.11% expense ratio, which is lower than AOA's 0.25% 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%.
Risk-Adjusted Performance
ITDD vs. AOA — Risk-Adjusted Performance Rank
ITDD
AOA
ITDD vs. AOA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2040 ETF (ITDD) and iShares Core Aggressive Allocation ETF (AOA). 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
ITDD vs. AOA - Dividend Comparison
ITDD's dividend yield for the trailing twelve months is around 1.57%, less than AOA's 2.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITDD Ishares Lifepath Target Date 2040 ETF | 1.57% | 1.56% | 0.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AOA iShares Core Aggressive Allocation ETF | 2.33% | 2.30% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.02% | 2.15% | 2.18% |
Drawdowns
ITDD vs. AOA - Drawdown Comparison
The maximum ITDD drawdown since its inception was -12.46%, smaller than the maximum AOA drawdown of -28.38%. Use the drawdown chart below to compare losses from any high point for ITDD and AOA. For additional features, visit the drawdowns tool.
Volatility
ITDD vs. AOA - Volatility Comparison
Ishares Lifepath Target Date 2040 ETF (ITDD) and iShares Core Aggressive Allocation ETF (AOA) have volatilities of 9.86% and 9.92%, 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.