ITDE vs. VTI
Compare and contrast key facts about Ishares Lifepath Target Date 2045 ETF (ITDE) and Vanguard Total Stock Market ETF (VTI).
ITDE and VTI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ITDE is an actively managed fund by iShares. It was launched on Oct 17, 2023. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITDE or VTI.
Correlation
The correlation between ITDE and VTI is 0.95, 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
ITDE vs. VTI - Performance Comparison
Key characteristics
ITDE:
1.61
VTI:
1.78
ITDE:
2.22
VTI:
2.41
ITDE:
1.29
VTI:
1.33
ITDE:
2.55
VTI:
2.68
ITDE:
8.99
VTI:
10.68
ITDE:
1.92%
VTI:
2.15%
ITDE:
10.74%
VTI:
12.90%
ITDE:
-6.75%
VTI:
-55.45%
ITDE:
-0.12%
VTI:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with ITDE having a 4.76% return and VTI slightly lower at 4.59%.
ITDE
4.76%
3.24%
6.12%
17.92%
N/A
N/A
VTI
4.59%
2.34%
10.34%
24.42%
14.06%
12.70%
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ITDE vs. VTI - Expense Ratio Comparison
ITDE has a 0.11% expense ratio, which is higher than VTI's 0.03% 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
ITDE vs. VTI — Risk-Adjusted Performance Rank
ITDE
VTI
ITDE vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2045 ETF (ITDE) and Vanguard Total Stock Market ETF (VTI). 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
ITDE vs. VTI - Dividend Comparison
ITDE's dividend yield for the trailing twelve months is around 1.57%, more than VTI's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITDE Ishares Lifepath Target Date 2045 ETF | 1.57% | 1.64% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.21% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
ITDE vs. VTI - Drawdown Comparison
The maximum ITDE drawdown since its inception was -6.75%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for ITDE and VTI. For additional features, visit the drawdowns tool.
Volatility
ITDE vs. VTI - Volatility Comparison
The current volatility for Ishares Lifepath Target Date 2045 ETF (ITDE) is 2.69%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 3.03%. This indicates that ITDE experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.