ITDF vs. ITDI
Compare and contrast key facts about Ishares Lifepath Target Date 2050 ETF (ITDF) and Ishares Lifepath Target Date 2065 ETF (ITDI).
ITDF and ITDI 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. ITDI is an actively managed fund by iShares. It was launched on Oct 17, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITDF or ITDI.
Correlation
The correlation between ITDF and ITDI 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. ITDI - Performance Comparison
Key characteristics
ITDF:
1.52
ITDI:
1.50
ITDF:
2.10
ITDI:
2.06
ITDF:
1.28
ITDI:
1.27
ITDF:
2.28
ITDI:
2.22
ITDF:
8.75
ITDI:
8.73
ITDF:
2.01%
ITDI:
2.05%
ITDF:
11.55%
ITDI:
11.97%
ITDF:
-7.71%
ITDI:
-8.08%
ITDF:
-1.41%
ITDI:
-1.65%
Returns By Period
The year-to-date returns for both stocks are quite close, with ITDF having a 3.68% return and ITDI slightly lower at 3.64%.
ITDF
3.68%
0.65%
4.77%
15.60%
N/A
N/A
ITDI
3.64%
0.35%
5.04%
15.90%
N/A
N/A
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ITDF vs. ITDI - Expense Ratio Comparison
Both ITDF and ITDI have an expense ratio of 0.11%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
ITDF vs. ITDI — Risk-Adjusted Performance Rank
ITDF
ITDI
ITDF vs. ITDI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2050 ETF (ITDF) and Ishares Lifepath Target Date 2065 ETF (ITDI). 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. ITDI - Dividend Comparison
ITDF's dividend yield for the trailing twelve months is around 1.50%, less than ITDI's 1.62% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
ITDF Ishares Lifepath Target Date 2050 ETF | 1.50% | 1.55% | 0.85% |
ITDI Ishares Lifepath Target Date 2065 ETF | 1.62% | 1.68% | 0.84% |
Drawdowns
ITDF vs. ITDI - Drawdown Comparison
The maximum ITDF drawdown since its inception was -7.71%, roughly equal to the maximum ITDI drawdown of -8.08%. Use the drawdown chart below to compare losses from any high point for ITDF and ITDI. For additional features, visit the drawdowns tool.
Volatility
ITDF vs. ITDI - Volatility Comparison
The current volatility for Ishares Lifepath Target Date 2050 ETF (ITDF) is 2.91%, while Ishares Lifepath Target Date 2065 ETF (ITDI) has a volatility of 3.10%. This indicates that ITDF experiences smaller price fluctuations and is considered to be less risky than ITDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.