ITDG vs. IMEU.L
Compare and contrast key facts about Ishares Lifepath Target Date 2055 ETF (ITDG) and iShares MSCI Europe UCITS Dist (IMEU.L).
ITDG and IMEU.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ITDG is an actively managed fund by iShares. It was launched on Oct 17, 2023. IMEU.L is a passively managed fund by iShares that tracks the performance of the MSCI Europe NR EUR. It was launched on Jul 6, 2007.
Performance
ITDG vs. IMEU.L - Performance Comparison
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ITDG vs. IMEU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ITDG Ishares Lifepath Target Date 2055 ETF | -0.78% | 21.85% | 16.56% | 12.83% |
IMEU.L iShares MSCI Europe UCITS Dist | -0.23% | 35.41% | 2.15% | 13.35% |
Different Trading Currencies
ITDG is traded in USD, while IMEU.L is traded in GBp. To make them comparable, the IMEU.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, ITDG achieves a -0.78% return, which is significantly lower than IMEU.L's -0.23% return.
ITDG
- 1D
- -0.24%
- 1M
- -3.07%
- YTD
- -0.78%
- 6M
- 1.65%
- 1Y
- 20.89%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IMEU.L
- 1D
- -0.42%
- 1M
- -1.63%
- YTD
- -0.23%
- 6M
- 4.12%
- 1Y
- 20.72%
- 3Y*
- 14.27%
- 5Y*
- 9.46%
- 10Y*
- 9.12%
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ITDG vs. IMEU.L - Expense Ratio Comparison
ITDG has a 0.11% expense ratio, which is lower than IMEU.L's 1.00% expense ratio.
Return for Risk
ITDG vs. IMEU.L — Risk / Return Rank
ITDG
IMEU.L
ITDG vs. IMEU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2055 ETF (ITDG) and iShares MSCI Europe UCITS Dist (IMEU.L). 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 | IMEU.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.26 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.81 | 1.69 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.25 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.89 | -0.09 |
Martin ratioReturn relative to average drawdown | 8.31 | 7.36 | +0.95 |
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 | IMEU.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.26 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.55 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.45 | 0.19 | +1.26 |
Correlation
The correlation between ITDG and IMEU.L is 0.61, 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.
Dividends
ITDG vs. IMEU.L - Dividend Comparison
ITDG's dividend yield for the trailing twelve months is around 1.62%, less than IMEU.L's 2.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITDG Ishares Lifepath Target Date 2055 ETF | 1.62% | 1.60% | 1.44% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IMEU.L iShares MSCI Europe UCITS Dist | 2.48% | 2.49% | 2.95% | 2.86% | 2.80% | 2.30% | 2.04% | 3.19% | 3.19% | 2.60% | 2.76% | 2.58% |
Drawdowns
ITDG vs. IMEU.L - Drawdown Comparison
The maximum ITDG drawdown since its inception was -16.60%, smaller than the maximum IMEU.L drawdown of -62.48%. Use the drawdown chart below to compare losses from any high point for ITDG and IMEU.L.
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Drawdown Indicators
| ITDG | IMEU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.60% | -44.39% | +27.79% |
Max Drawdown (1Y)Largest decline over 1 year | -9.54% | -10.59% | +1.05% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.85% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.71% | — |
Current DrawdownCurrent decline from peak | -6.15% | -6.19% | +0.04% |
Average DrawdownAverage peak-to-trough decline | -1.61% | -6.58% | +4.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 2.65% | -0.04% |
Volatility
ITDG vs. IMEU.L - Volatility Comparison
Ishares Lifepath Target Date 2055 ETF (ITDG) and iShares MSCI Europe UCITS Dist (IMEU.L) have volatilities of 5.97% and 6.11%, 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 | IMEU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.97% | 6.11% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 10.46% | -0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.13% | 16.39% | +0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.44% | 17.16% | -2.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.44% | 17.52% | -3.08% |