ITDG vs. IGIB
ITDG (Ishares Lifepath Target Date 2055 ETF) and IGIB (iShares 5-10 Year Investment Grade Corporate Bond ETF) are both exchange-traded funds - ITDG is a Target Retirement Date fund actively managed by iShares, while IGIB is a Corporate Bonds fund tracking the ICE BofA 5-10 Year US Corporate Index. ITDG is actively managed, while IGIB is passively managed. Over the past year, ITDG returned 25.03% vs 2.53% for IGIB. Their 0.38 correlation means their historical movements had little consistent relationship. ITDG charges 0.11%/yr vs 0.04%/yr for IGIB.
Performance
ITDG vs. IGIB - Performance Comparison
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Returns By Period
In the year-to-date period, ITDG achieves a 12.55% return, which is significantly higher than IGIB's -0.36% return.
ITDG
- 1D
- 1.05%
- 1M
- 0.97%
- 6M
- 8.59%
- YTD
- 12.55%
- 1Y
- 25.03%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 23.48%
IGIB
- 1D
- 0.22%
- 1M
- -1.03%
- 6M
- -0.49%
- YTD
- -0.36%
- 1Y
- 2.53%
- 3Y*
- 6.07%
- 5Y*
- 0.81%
- 10Y*
- 2.85%
- ALL TIME*
- 3.79%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $121.34M | $134.90M | $139.59M | |
| $190.79K | $238.56K | $333.85K |
ITDG vs. IGIB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ITDG Ishares Lifepath Target Date 2055 ETF | 12.55% | 21.85% | 16.56% | 12.68% |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | -0.36% | 9.58% | 3.49% | 10.63% |
Correlation
The correlation between ITDG and IGIB is 0.50, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.50 |
Correlation (All Time) Calculated using the full available price history since Oct 19, 2023 | 0.38 |
The correlation between ITDG and IGIB shifts across timeframes, from 0.38 (all time) to 0.50 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
ITDG vs. IGIB — Risk / Return Rank
ITDG
IGIB
ITDG vs. IGIB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2055 ETF (ITDG) and iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ITDG | IGIB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.22 | ||
| Sortino ratioReturn per unit of downside risk | +1.66 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.11 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.64 | 0.84 | +1.79 |
| Martin ratioReturn relative to average drawdown | 11.06 | 2.39 | +8.67 |
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Drawdowns
ITDG vs. IGIB - Drawdown Comparison
The maximum ITDG drawdown since its inception was -16.60%, smaller than the maximum IGIB drawdown of -20.62%. Use the drawdown chart below to compare losses from any high point for ITDG and IGIB.
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Drawdown Indicators
| ITDG | IGIB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.60% | -20.62% | +4.02% |
Max Drawdown (1Y)Largest decline over 1 year | -9.54% | -3.01% | -6.53% |
Max Drawdown (3Y)Largest decline over 3 years | — | -5.24% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.42% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.62% | — |
Current DrawdownCurrent decline from peak | -0.34% | -1.89% | +1.55% |
Average DrawdownAverage peak-to-trough decline | -1.57% | -2.57% | +1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 1.06% | +1.21% |
Volatility
ITDG vs. IGIB - Volatility Comparison
Ishares Lifepath Target Date 2055 ETF (ITDG) has a higher volatility of 3.98% compared to iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) at 1.11%. This indicates that ITDG's price experiences larger fluctuations and is considered to be riskier than IGIB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ITDG | IGIB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 1.11% | +2.87% |
Volatility (6M)Calculated over the trailing 6-month period | 11.37% | 3.30% | +8.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.61% | 4.04% | +9.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.52% | 6.58% | +7.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.52% | 6.07% | +8.45% |
ITDG vs. IGIB - Expense Ratio Comparison
ITDG has a 0.11% expense ratio, which is higher than IGIB'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%.
Dividends
ITDG vs. IGIB - Dividend Comparison
ITDG's dividend yield for the trailing twelve months is around 1.42%, less than IGIB's 4.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | 4.92% | 4.59% | 4.41% | 3.78% | 3.04% | 2.52% | 2.74% | 3.44% | 3.41% | 2.51% | 2.45% | 2.51% |
ITDG Ishares Lifepath Target Date 2055 ETF | 1.42% | 1.60% | 1.44% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ITDG and IGIB have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ITDG has higher volatility (3.98%) compared to IGIB (1.11%). In terms of maximum drawdown, ITDG dropped -16.60% vs IGIB's -20.62%.
On 1-year performance, ITDG leads with 25.03% vs 2.53% for IGIB. On fees, IGIB is cheaper at 0.04% per year. On volatility, IGIB has been the lower-risk option at 1.11%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, ITDG has performed better with a 25.03% return vs 2.53%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IGIB is cheaper with a 0.04% expense ratio, compared with 0.11% for ITDG.
IGIB has the higher dividend yield at 4.92%, compared with 1.42% for ITDG.
ITDG is categorized as Target Retirement Date, while IGIB is Corporate Bonds. Their fees differ too: 0.11% for ITDG and 0.04% for IGIB.
ITDG currently has the higher Sharpe Ratio (1.85 vs 0.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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