ITDF vs. SCHD
Compare and contrast key facts about Ishares Lifepath Target Date 2050 ETF (ITDF) and Schwab US Dividend Equity ETF (SCHD).
ITDF and SCHD 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. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITDF or SCHD.
Correlation
The correlation between ITDF and SCHD is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ITDF vs. SCHD - Performance Comparison
Key characteristics
ITDF:
0.60
SCHD:
0.64
ITDF:
0.88
SCHD:
0.98
ITDF:
1.11
SCHD:
1.11
ITDF:
0.96
SCHD:
0.97
ITDF:
3.06
SCHD:
2.34
ITDF:
2.41%
SCHD:
3.28%
ITDF:
12.39%
SCHD:
12.05%
ITDF:
-7.71%
SCHD:
-33.37%
ITDF:
-5.43%
SCHD:
-3.88%
Returns By Period
In the year-to-date period, ITDF achieves a -0.54% return, which is significantly lower than SCHD's 2.93% return.
ITDF
-0.54%
-3.13%
-1.11%
7.77%
N/A
N/A
SCHD
2.93%
-1.47%
0.79%
8.34%
17.40%
11.47%
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ITDF vs. SCHD - Expense Ratio Comparison
ITDF has a 0.11% expense ratio, which is higher than SCHD's 0.06% expense ratio. However, 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. SCHD — Risk-Adjusted Performance Rank
ITDF
SCHD
ITDF vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2050 ETF (ITDF) and Schwab US Dividend Equity ETF (SCHD). 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. SCHD - Dividend Comparison
ITDF's dividend yield for the trailing twelve months is around 1.56%, less than SCHD's 3.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITDF Ishares Lifepath Target Date 2050 ETF | 1.56% | 1.55% | 0.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.73% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
ITDF vs. SCHD - Drawdown Comparison
The maximum ITDF drawdown since its inception was -7.71%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ITDF and SCHD. For additional features, visit the drawdowns tool.
Volatility
ITDF vs. SCHD - Volatility Comparison
Ishares Lifepath Target Date 2050 ETF (ITDF) has a higher volatility of 5.10% compared to Schwab US Dividend Equity ETF (SCHD) at 4.65%. This indicates that ITDF's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.