ITDD vs. SCHD
Compare and contrast key facts about Ishares Lifepath Target Date 2040 ETF (ITDD) and Schwab US Dividend Equity ETF (SCHD).
ITDD and SCHD 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. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITDD or SCHD.
Correlation
The correlation between ITDD and SCHD is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ITDD vs. SCHD - Performance Comparison
Key characteristics
ITDD:
1.75
SCHD:
1.23
ITDD:
2.43
SCHD:
1.82
ITDD:
1.31
SCHD:
1.21
ITDD:
3.06
SCHD:
1.76
ITDD:
9.60
SCHD:
4.54
ITDD:
1.75%
SCHD:
3.09%
ITDD:
9.62%
SCHD:
11.39%
ITDD:
-5.51%
SCHD:
-33.37%
ITDD:
0.00%
SCHD:
-4.33%
Returns By Period
In the year-to-date period, ITDD achieves a 4.37% return, which is significantly higher than SCHD's 2.45% return.
ITDD
4.37%
2.98%
5.86%
16.23%
N/A
N/A
SCHD
2.45%
0.00%
4.00%
13.13%
11.35%
11.10%
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ITDD vs. SCHD - Expense Ratio Comparison
ITDD has a 0.11% expense ratio, which is higher than SCHD's 0.06% 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
ITDD vs. SCHD — Risk-Adjusted Performance Rank
ITDD
SCHD
ITDD vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2040 ETF (ITDD) and Schwab US Dividend Equity ETF (SCHD). 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. SCHD - Dividend Comparison
ITDD's dividend yield for the trailing twelve months is around 1.50%, less than SCHD's 3.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITDD Ishares Lifepath Target Date 2040 ETF | 1.50% | 1.56% | 0.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.55% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
ITDD vs. SCHD - Drawdown Comparison
The maximum ITDD drawdown since its inception was -5.51%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ITDD and SCHD. For additional features, visit the drawdowns tool.
Volatility
ITDD vs. SCHD - Volatility Comparison
The current volatility for Ishares Lifepath Target Date 2040 ETF (ITDD) is 2.50%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.31%. This indicates that ITDD experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.