ITDF vs. AOA

Last updated Apr 1, 2026

Compare and contrast key facts about Ishares Lifepath Target Date 2050 ETF (ITDF) and iShares Core Aggressive Allocation ETF (AOA).

ITDF and AOA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ITDF 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.

Performance

ITDF vs. AOA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ishares Lifepath Target Date 2050 ETF (ITDF) and iShares Core Aggressive Allocation ETF (AOA). The values are adjusted to include any dividend payments, if applicable.

ITDF vs. AOA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
ITDF Ishares Lifepath Target Date 2050 ETF	-1.48%	20.86%	16.15%	12.92%
AOA iShares Core Aggressive Allocation ETF	-1.19%	19.59%	13.55%	11.67%

Returns By Period

In the year-to-date period, ITDF achieves a -1.48% return, which is significantly lower than AOA's -1.19% return.

ITDF

• 1D: 2.81%
• 1M: -6.25%
• YTD: -1.48%
• 6M: 1.38%
• 1Y: 20.07%
• 3Y*: —
• 5Y*: —
• 10Y*: —

AOA

• 1D: 2.67%
• 1M: -5.24%
• YTD: -1.19%
• 6M: 1.65%
• 1Y: 18.33%
• 3Y*: 14.24%
• 5Y*: 7.84%
• 10Y*: 9.63%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ITDF vs. AOA - Expense Ratio Comparison

ITDF 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%.

AOA

iShares Core Aggressive Allocation ETF

ITDF

Ishares Lifepath Target Date 2050 ETF

Return for Risk

ITDF vs. AOA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ITDF

ITDF Risk / Return Rank: 73
ITDF Sharpe Ratio Rank: 71
ITDF Sortino Ratio Rank: 74
ITDF Omega Ratio Rank: 74
ITDF Calmar Ratio Rank: 71
ITDF Martin Ratio Rank: 77

AOA

AOA Risk / Return Rank: 79
AOA Sharpe Ratio Rank: 76
AOA Sortino Ratio Rank: 79
AOA Omega Ratio Rank: 78
AOA Calmar Ratio Rank: 77
AOA Martin Ratio Rank: 83

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ITDF vs. AOA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2050 ETF (ITDF) 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.

	ITDF	AOA	Difference
Sharpe ratio Return per unit of total volatility	1.24	1.33	-0.09
Sortino ratio Return per unit of downside risk	1.83	1.93	-0.10
Omega ratio Gain probability vs. loss probability	1.27	1.28	-0.01
Calmar ratio Return relative to maximum drawdown	1.77	1.94	-0.17
Martin ratio Return relative to average drawdown	8.13	8.74	-0.61
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ITDF vs. AOA - Sharpe Ratio Comparison

The current ITDF Sharpe Ratio is 1.24, which is comparable to the AOA Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of ITDF and AOA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ITDF	AOA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.24	1.33	-0.09
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.61	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.71	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.45	0.65	+0.80

Correlation

The correlation between ITDF and AOA is 0.99, 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.

Dividends

ITDF vs. AOA - Dividend Comparison

ITDF's dividend yield for the trailing twelve months is around 1.67%, less than AOA's 2.20% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ITDF Ishares Lifepath Target Date 2050 ETF	1.67%	1.65%	1.55%	0.85%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
AOA iShares Core Aggressive Allocation ETF	2.20%	2.18%	2.30%	2.22%	2.10%	1.67%	1.71%	2.50%	2.37%	5.09%	2.26%	2.15%

Drawdowns

ITDF vs. AOA - Drawdown Comparison

The maximum ITDF drawdown since its inception was -15.67%, smaller than the maximum AOA drawdown of -28.38%. Use the drawdown chart below to compare losses from any high point for ITDF and AOA.

Drawdown Indicators

	ITDF	AOA	Difference
Max Drawdown Largest peak-to-trough decline	-15.67%	-28.38%	+12.71%
Max Drawdown (1Y) Largest decline over 1 year	-11.43%	-9.62%	-1.81%
Max Drawdown (5Y) Largest decline over 5 years	—	-23.62%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-28.38%	—
Current Drawdown Current decline from peak	-6.77%	-5.75%	-1.02%
Average Drawdown Average peak-to-trough decline	-1.54%	-4.08%	+2.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.49%	2.13%	+0.36%

Volatility

ITDF vs. AOA - Volatility Comparison

Ishares Lifepath Target Date 2050 ETF (ITDF) has a higher volatility of 6.03% compared to iShares Core Aggressive Allocation ETF (AOA) at 5.44%. This indicates that ITDF's price experiences larger fluctuations and is considered to be riskier than AOA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ITDF	AOA	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.03%	5.44%	+0.59%
Volatility (6M) Calculated over the trailing 6-month period	9.34%	8.32%	+1.02%
Volatility (1Y) Calculated over the trailing 1-year period	16.23%	13.86%	+2.37%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.89%	12.92%	+0.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.89%	13.51%	+0.38%