ITDF vs. SWYMX
Compare and contrast key facts about Ishares Lifepath Target Date 2050 ETF (ITDF) and Schwab Target 2050 Index Fund (SWYMX).
ITDF is an actively managed fund by iShares. It was launched on Oct 17, 2023. SWYMX is managed by Schwab Funds. It was launched on Aug 24, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITDF or SWYMX.
Correlation
The correlation between ITDF and SWYMX 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. SWYMX - Performance Comparison
Key characteristics
ITDF:
1.52
SWYMX:
1.50
ITDF:
2.10
SWYMX:
2.06
ITDF:
1.28
SWYMX:
1.27
ITDF:
2.28
SWYMX:
2.40
ITDF:
8.75
SWYMX:
8.50
ITDF:
2.01%
SWYMX:
1.92%
ITDF:
11.55%
SWYMX:
10.87%
ITDF:
-7.71%
SWYMX:
-31.80%
ITDF:
-1.41%
SWYMX:
-1.48%
Returns By Period
In the year-to-date period, ITDF achieves a 3.68% return, which is significantly higher than SWYMX's 3.44% return.
ITDF
3.68%
0.65%
4.77%
15.60%
N/A
N/A
SWYMX
3.44%
0.42%
4.02%
14.65%
9.32%
N/A
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ITDF vs. SWYMX - Expense Ratio Comparison
ITDF has a 0.11% expense ratio, which is higher than SWYMX's 0.04% 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. SWYMX — Risk-Adjusted Performance Rank
ITDF
SWYMX
ITDF vs. SWYMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2050 ETF (ITDF) and Schwab Target 2050 Index Fund (SWYMX). 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. SWYMX - Dividend Comparison
ITDF's dividend yield for the trailing twelve months is around 1.50%, less than SWYMX's 1.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
SWYMX Schwab Target 2050 Index Fund | 1.96% | 2.03% | 2.00% | 1.96% | 1.74% | 1.61% | 1.96% | 2.15% | 1.43% | 1.22% |
Drawdowns
ITDF vs. SWYMX - Drawdown Comparison
The maximum ITDF drawdown since its inception was -7.71%, smaller than the maximum SWYMX drawdown of -31.80%. Use the drawdown chart below to compare losses from any high point for ITDF and SWYMX. For additional features, visit the drawdowns tool.
Volatility
ITDF vs. SWYMX - Volatility Comparison
Ishares Lifepath Target Date 2050 ETF (ITDF) has a higher volatility of 2.91% compared to Schwab Target 2050 Index Fund (SWYMX) at 2.71%. This indicates that ITDF's price experiences larger fluctuations and is considered to be riskier than SWYMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.