ITDG vs. ITDB
Compare and contrast key facts about Ishares Lifepath Target Date 2055 ETF (ITDG) and Ishares Lifepath Target Date 2030 ETF (ITDB).
ITDG and ITDB 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. ITDB is an actively managed fund by iShares. It was launched on Oct 17, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITDG or ITDB.
Correlation
The correlation between ITDG and ITDB is 0.86, 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
ITDG vs. ITDB - Performance Comparison
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Key characteristics
ITDG:
0.68
ITDB:
0.88
ITDG:
1.13
ITDB:
1.36
ITDG:
1.16
ITDB:
1.19
ITDG:
0.76
ITDB:
1.12
ITDG:
3.36
ITDB:
4.84
ITDG:
3.76%
ITDB:
1.94%
ITDG:
17.64%
ITDB:
10.08%
ITDG:
-16.60%
ITDB:
-8.41%
ITDG:
-1.32%
ITDB:
-0.37%
Returns By Period
In the year-to-date period, ITDG achieves a 4.11% return, which is significantly higher than ITDB's 3.03% return.
ITDG
4.11%
8.79%
2.33%
11.90%
N/A
N/A
ITDB
3.03%
4.45%
1.96%
8.81%
N/A
N/A
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ITDG vs. ITDB - Expense Ratio Comparison
ITDG has a 0.11% expense ratio, which is higher than ITDB's 0.09% 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
ITDG vs. ITDB — Risk-Adjusted Performance Rank
ITDG
ITDB
ITDG vs. ITDB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2055 ETF (ITDG) and Ishares Lifepath Target Date 2030 ETF (ITDB). 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.
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Dividends
ITDG vs. ITDB - Dividend Comparison
ITDG's dividend yield for the trailing twelve months is around 1.38%, less than ITDB's 1.91% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
ITDG Ishares Lifepath Target Date 2055 ETF | 1.38% | 1.44% | 0.84% |
ITDB Ishares Lifepath Target Date 2030 ETF | 1.91% | 1.96% | 0.62% |
Drawdowns
ITDG vs. ITDB - Drawdown Comparison
The maximum ITDG drawdown since its inception was -16.60%, which is greater than ITDB's maximum drawdown of -8.41%. Use the drawdown chart below to compare losses from any high point for ITDG and ITDB. For additional features, visit the drawdowns tool.
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Volatility
ITDG vs. ITDB - Volatility Comparison
Ishares Lifepath Target Date 2055 ETF (ITDG) has a higher volatility of 4.67% compared to Ishares Lifepath Target Date 2030 ETF (ITDB) at 2.60%. This indicates that ITDG's price experiences larger fluctuations and is considered to be riskier than ITDB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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