ITDF vs. FIPFX
Compare and contrast key facts about Ishares Lifepath Target Date 2050 ETF (ITDF) and Fidelity Freedom Index 2050 Fund Investor Class (FIPFX).
ITDF is an actively managed fund by iShares. It was launched on Oct 17, 2023. FIPFX is managed by Fidelity. It was launched on Oct 2, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITDF or FIPFX.
Correlation
The correlation between ITDF and FIPFX 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.
Performance
ITDF vs. FIPFX - Performance Comparison
Key characteristics
ITDF:
1.52
FIPFX:
1.48
ITDF:
2.10
FIPFX:
2.05
ITDF:
1.28
FIPFX:
1.27
ITDF:
2.28
FIPFX:
2.33
ITDF:
8.75
FIPFX:
8.34
ITDF:
2.01%
FIPFX:
1.94%
ITDF:
11.55%
FIPFX:
10.90%
ITDF:
-7.71%
FIPFX:
-37.17%
ITDF:
-1.41%
FIPFX:
-1.39%
Returns By Period
In the year-to-date period, ITDF achieves a 3.68% return, which is significantly lower than FIPFX's 3.92% return.
ITDF
3.68%
0.65%
4.77%
15.60%
N/A
N/A
FIPFX
3.92%
0.86%
4.16%
14.51%
8.82%
7.18%
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ITDF vs. FIPFX - Expense Ratio Comparison
ITDF has a 0.11% expense ratio, which is lower than FIPFX's 0.12% 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
ITDF vs. FIPFX — Risk-Adjusted Performance Rank
ITDF
FIPFX
ITDF vs. FIPFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2050 ETF (ITDF) and Fidelity Freedom Index 2050 Fund Investor Class (FIPFX). 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
ITDF vs. FIPFX - Dividend Comparison
ITDF's dividend yield for the trailing twelve months is around 1.50%, less than FIPFX's 1.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITDF Ishares Lifepath Target Date 2050 ETF | 1.50% | 1.55% | 0.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FIPFX Fidelity Freedom Index 2050 Fund Investor Class | 1.91% | 1.98% | 1.94% | 1.96% | 1.52% | 1.39% | 1.77% | 2.19% | 1.72% | 2.04% | 2.00% | 3.26% |
Drawdowns
ITDF vs. FIPFX - Drawdown Comparison
The maximum ITDF drawdown since its inception was -7.71%, smaller than the maximum FIPFX drawdown of -37.17%. Use the drawdown chart below to compare losses from any high point for ITDF and FIPFX. For additional features, visit the drawdowns tool.
Volatility
ITDF vs. FIPFX - Volatility Comparison
Ishares Lifepath Target Date 2050 ETF (ITDF) and Fidelity Freedom Index 2050 Fund Investor Class (FIPFX) have volatilities of 2.91% and 2.89%, 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.