ITDF vs. FIPFX

In the year-to-date period, ITDF achieves a -1.72% return, which is significantly lower than FIPFX's -0.73% return.

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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%.

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.

The current ITDF Sharpe Ratio is 0.64, which is comparable to the FIPFX Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of ITDF and FIPFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ITDF's dividend yield for the trailing twelve months is around 1.58%, less than FIPFX's 2.02% yield.

The maximum ITDF drawdown since its inception was -15.67%, smaller than the maximum FIPFX drawdown of -30.71%. Use the drawdown chart below to compare losses from any high point for ITDF and FIPFX. For additional features, visit the drawdowns tool.

Ishares Lifepath Target Date 2050 ETF (ITDF) has a higher volatility of 12.02% compared to Fidelity Freedom Index 2050 Fund Investor Class (FIPFX) at 11.23%. This indicates that ITDF's price experiences larger fluctuations and is considered to be riskier than FIPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.