ITDG vs. FDEWX
Compare and contrast key facts about Ishares Lifepath Target Date 2055 ETF (ITDG) and Fidelity Freedom Index 2055 Fund Investor Class (FDEWX).
ITDG is an actively managed fund by iShares. It was launched on Oct 17, 2023. FDEWX is managed by Fidelity. It was launched on Jun 1, 2011.
Performance
ITDG vs. FDEWX - Performance Comparison
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ITDG vs. FDEWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ITDG Ishares Lifepath Target Date 2055 ETF | -0.54% | 21.85% | 16.56% | 12.83% |
FDEWX Fidelity Freedom Index 2055 Fund Investor Class | -1.61% | 21.39% | 14.14% | 12.84% |
Returns By Period
In the year-to-date period, ITDG achieves a -0.54% return, which is significantly higher than FDEWX's -1.61% return.
ITDG
- 1D
- 1.04%
- 1M
- -4.81%
- YTD
- -0.54%
- 6M
- 2.07%
- 1Y
- 22.00%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FDEWX
- 1D
- 2.71%
- 1M
- -5.55%
- YTD
- -1.61%
- 6M
- 0.96%
- 1Y
- 19.16%
- 3Y*
- 15.20%
- 5Y*
- 8.09%
- 10Y*
- 10.70%
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ITDG vs. FDEWX - Expense Ratio Comparison
ITDG has a 0.11% expense ratio, which is lower than FDEWX'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%.
Return for Risk
ITDG vs. FDEWX — Risk / Return Rank
ITDG
FDEWX
ITDG vs. FDEWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2055 ETF (ITDG) and Fidelity Freedom Index 2055 Fund Investor Class (FDEWX). 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.
| ITDG | FDEWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.28 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.86 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.28 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 1.82 | +0.04 |
Martin ratioReturn relative to average drawdown | 8.65 | 8.25 | +0.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ITDG | FDEWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.28 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.57 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.46 | 0.63 | +0.83 |
Correlation
The correlation between ITDG and FDEWX is 0.98, 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.
Dividends
ITDG vs. FDEWX - Dividend Comparison
ITDG's dividend yield for the trailing twelve months is around 1.61%, less than FDEWX's 2.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITDG Ishares Lifepath Target Date 2055 ETF | 1.61% | 1.60% | 1.44% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FDEWX Fidelity Freedom Index 2055 Fund Investor Class | 2.00% | 1.97% | 1.98% | 1.92% | 2.24% | 1.89% | 1.85% | 10.83% | 2.36% | 1.93% | 2.42% | 2.31% |
Drawdowns
ITDG vs. FDEWX - Drawdown Comparison
The maximum ITDG drawdown since its inception was -16.60%, smaller than the maximum FDEWX drawdown of -30.69%. Use the drawdown chart below to compare losses from any high point for ITDG and FDEWX.
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Drawdown Indicators
| ITDG | FDEWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.60% | -30.69% | +14.09% |
Max Drawdown (1Y)Largest decline over 1 year | -12.02% | -10.82% | -1.20% |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.22% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.69% | — |
Current DrawdownCurrent decline from peak | -5.93% | -6.60% | +0.67% |
Average DrawdownAverage peak-to-trough decline | -1.60% | -4.26% | +2.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 2.38% | +0.20% |
Volatility
ITDG vs. FDEWX - Volatility Comparison
Ishares Lifepath Target Date 2055 ETF (ITDG) and Fidelity Freedom Index 2055 Fund Investor Class (FDEWX) have volatilities of 6.07% and 5.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ITDG | FDEWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.07% | 5.89% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.81% | 9.15% | +0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.13% | 15.38% | +1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.45% | 14.32% | +0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.45% | 15.12% | -0.67% |