ITDF vs. CGGR
ITDF (Ishares Lifepath Target Date 2050 ETF) and CGGR (Capital Group Growth ETF) are both exchange-traded funds - ITDF is a Target Retirement Date fund actively managed by iShares, while CGGR is a Large Cap Growth Equities fund actively managed by Capital Group. Both are actively managed. Over the past year, ITDF returned 22.67% vs 9.80% for CGGR. Their correlation of 0.90 means they have usually moved in the same direction. ITDF charges 0.11%/yr vs 0.39%/yr for CGGR.
Performance
ITDF vs. CGGR - Performance Comparison
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Returns By Period
In the year-to-date period, ITDF achieves a 10.90% return, which is significantly higher than CGGR's 0.91% return.
ITDF
- 1D
- 0.29%
- 1M
- -0.17%
- 6M
- 7.65%
- YTD
- 10.90%
- 1Y
- 22.67%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 22.48%
CGGR
- 1D
- 0.65%
- 1M
- -3.61%
- 6M
- 0.94%
- YTD
- 0.91%
- 1Y
- 9.80%
- 3Y*
- 20.04%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 16.09%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $114.10M | $119.53M | $120.07M | |
| $205.68K | $291.78K | $509.52K |
ITDF vs. CGGR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ITDF Ishares Lifepath Target Date 2050 ETF | 10.90% | 20.86% | 16.15% | 12.92% |
CGGR Capital Group Growth ETF | 0.91% | 19.75% | 32.12% | 15.14% |
Correlation
The correlation between ITDF and CGGR is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Oct 19, 2023 | 0.90 |
The correlation between ITDF and CGGR has been stable across timeframes, ranging from 0.90 to 0.91 - a consistent structural relationship.
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Return for Risk
ITDF vs. CGGR — Risk / Return Rank
ITDF
CGGR
ITDF vs. CGGR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2050 ETF (ITDF) and Capital Group Growth ETF (CGGR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ITDF | CGGR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.24 | ||
| Sortino ratioReturn per unit of downside risk | +1.65 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.09 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 2.31 | 0.51 | +1.81 |
| Martin ratioReturn relative to average drawdown | 9.80 | 1.73 | +8.07 |
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Drawdowns
ITDF vs. CGGR - Drawdown Comparison
The maximum ITDF drawdown since its inception was -15.67%, smaller than the maximum CGGR drawdown of -28.90%. Use the drawdown chart below to compare losses from any high point for ITDF and CGGR.
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Drawdown Indicators
| ITDF | CGGR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.67% | -28.90% | +13.23% |
Max Drawdown (1Y)Largest decline over 1 year | -9.32% | -15.13% | +5.81% |
Max Drawdown (3Y)Largest decline over 3 years | — | -23.37% | — |
Current DrawdownCurrent decline from peak | -1.30% | -6.06% | +4.76% |
Average DrawdownAverage peak-to-trough decline | -1.52% | -7.58% | +6.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 4.43% | -2.24% |
Volatility
ITDF vs. CGGR - Volatility Comparison
The current volatility for Ishares Lifepath Target Date 2050 ETF (ITDF) is 3.66%, while Capital Group Growth ETF (CGGR) has a volatility of 5.21%. This indicates that ITDF experiences smaller price fluctuations and is considered to be less risky than CGGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ITDF | CGGR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 5.21% | -1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 10.88% | 14.68% | -3.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.00% | 18.17% | -5.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.93% | 21.93% | -8.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.93% | 21.93% | -8.00% |
ITDF vs. CGGR - Expense Ratio Comparison
ITDF has a 0.11% expense ratio, which is lower than CGGR's 0.39% expense ratio.
Dividends
ITDF vs. CGGR - Dividend Comparison
ITDF's dividend yield for the trailing twelve months is around 1.49%, more than CGGR's 0.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
CGGR Capital Group Growth ETF | 0.16% | 0.10% | 0.33% | 0.40% | 0.33% |
ITDF Ishares Lifepath Target Date 2050 ETF | 1.49% | 1.65% | 1.55% | 0.85% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, ITDF and CGGR move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
CGGR has higher volatility (5.21%) compared to ITDF (3.66%). In terms of maximum drawdown, ITDF dropped -15.67% vs CGGR's -28.90%.
On 1-year performance, ITDF leads with 22.67% vs 9.80% for CGGR. On fees, ITDF is cheaper at 0.11% per year. On volatility, ITDF has been the lower-risk option at 3.66%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, ITDF has performed better with a 22.67% return vs 9.80%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ITDF is cheaper with a 0.11% expense ratio, compared with 0.39% for CGGR.
ITDF has the higher dividend yield at 1.49%, compared with 0.16% for CGGR.
ITDF is categorized as Target Retirement Date, while CGGR is Large Cap Growth Equities. They also come from different issuers: iShares and Capital Group. Their fees differ too: 0.11% for ITDF and 0.39% for CGGR.
ITDF currently has the higher Sharpe Ratio (1.66 vs 0.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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