ITDG vs. ITDH
Compare and contrast key facts about Ishares Lifepath Target Date 2055 ETF (ITDG) and Ishares Lifepath Target Date 2060 ETF (ITDH).
ITDG and ITDH 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. ITDH 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 ITDH.
Key characteristics
| ITDG | ITDH | |
|---|---|---|
| YTD Return | 16.64% | 16.60% |
| Daily Std Dev | 12.33% | 12.34% |
| Max Drawdown | -8.03% | -8.19% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between ITDG and ITDH is 0.99, 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. ITDH - Performance Comparison
The year-to-date returns for both stocks are quite close, with ITDG having a 16.64% return and ITDH slightly lower at 16.60%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ITDG vs. ITDH - Expense Ratio Comparison
Both ITDG and ITDH have an expense ratio of 0.11%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
ITDG vs. ITDH - 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 2060 ETF (ITDH). 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.
Not enough dataDividends
ITDG vs. ITDH - Dividend Comparison
ITDG's dividend yield for the trailing twelve months is around 0.72%, which matches ITDH's 0.72% yield.
| TTM | 2023 | |
|---|---|---|
ITDG Ishares Lifepath Target Date 2055 ETF | 0.72% | 0.84% |
ITDH Ishares Lifepath Target Date 2060 ETF | 0.72% | 0.84% |
Drawdowns
ITDG vs. ITDH - Drawdown Comparison
The maximum ITDG drawdown since its inception was -8.03%, roughly equal to the maximum ITDH drawdown of -8.19%. Use the drawdown chart below to compare losses from any high point for ITDG and ITDH. For additional features, visit the drawdowns tool.
Volatility
ITDG vs. ITDH - Volatility Comparison
Ishares Lifepath Target Date 2055 ETF (ITDG) and Ishares Lifepath Target Date 2060 ETF (ITDH) have volatilities of 4.31% and 4.35%, 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.