ITDF vs. VPMAX
Compare and contrast key facts about Ishares Lifepath Target Date 2050 ETF (ITDF) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX).
ITDF is an actively managed fund by iShares. It was launched on Oct 17, 2023. VPMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITDF or VPMAX.
Correlation
The correlation between ITDF and VPMAX is 0.92, 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. VPMAX - Performance Comparison
Key characteristics
ITDF:
1.52
VPMAX:
1.20
ITDF:
2.10
VPMAX:
1.68
ITDF:
1.28
VPMAX:
1.22
ITDF:
2.28
VPMAX:
1.38
ITDF:
8.75
VPMAX:
5.15
ITDF:
2.01%
VPMAX:
3.30%
ITDF:
11.55%
VPMAX:
14.16%
ITDF:
-7.71%
VPMAX:
-55.03%
ITDF:
-1.41%
VPMAX:
-1.48%
Returns By Period
In the year-to-date period, ITDF achieves a 3.68% return, which is significantly lower than VPMAX's 6.17% return.
ITDF
3.68%
0.65%
4.77%
15.60%
N/A
N/A
VPMAX
6.17%
1.09%
3.92%
14.88%
12.81%
9.97%
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ITDF vs. VPMAX - Expense Ratio Comparison
ITDF has a 0.11% expense ratio, which is lower than VPMAX's 0.31% expense ratio.
Risk-Adjusted Performance
ITDF vs. VPMAX — Risk-Adjusted Performance Rank
ITDF
VPMAX
ITDF vs. VPMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2050 ETF (ITDF) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX). 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. VPMAX - Dividend Comparison
ITDF's dividend yield for the trailing twelve months is around 1.50%, more than VPMAX's 0.98% 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% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 0.98% | 1.04% | 1.17% | 1.31% | 0.79% | 1.12% | 1.29% | 1.36% | 1.08% | 1.37% | 1.20% | 1.32% |
Drawdowns
ITDF vs. VPMAX - Drawdown Comparison
The maximum ITDF drawdown since its inception was -7.71%, smaller than the maximum VPMAX drawdown of -55.03%. Use the drawdown chart below to compare losses from any high point for ITDF and VPMAX. For additional features, visit the drawdowns tool.
Volatility
ITDF vs. VPMAX - Volatility Comparison
The current volatility for Ishares Lifepath Target Date 2050 ETF (ITDF) is 2.91%, while Vanguard PRIMECAP Fund Admiral Shares (VPMAX) has a volatility of 3.41%. This indicates that ITDF experiences smaller price fluctuations and is considered to be less risky than VPMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.