ITDG vs. ITDI
Compare and contrast key facts about Ishares Lifepath Target Date 2055 ETF (ITDG) and Ishares Lifepath Target Date 2065 ETF (ITDI).
ITDG and ITDI 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. ITDI 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 ITDI.
Correlation
The correlation between ITDG and ITDI 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. ITDI - Performance Comparison
Key characteristics
ITDG:
1.66
ITDI:
1.64
ITDG:
2.29
ITDI:
2.23
ITDG:
1.30
ITDI:
1.30
ITDG:
2.42
ITDI:
2.41
ITDG:
9.97
ITDI:
9.97
ITDG:
1.95%
ITDI:
1.95%
ITDG:
11.67%
ITDI:
11.86%
ITDG:
-8.03%
ITDI:
-8.08%
ITDG:
-3.33%
ITDI:
-3.30%
Returns By Period
In the year-to-date period, ITDG achieves a 0.70% return, which is significantly higher than ITDI's 0.61% return.
ITDG
0.70%
-3.33%
4.62%
17.97%
N/A
N/A
ITDI
0.61%
-3.30%
4.64%
18.04%
N/A
N/A
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ITDG vs. ITDI - Expense Ratio Comparison
Both ITDG and ITDI 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. ITDI — Risk-Adjusted Performance Rank
ITDG
ITDI
ITDG vs. ITDI - 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 2065 ETF (ITDI). 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.
Dividends
ITDG vs. ITDI - Dividend Comparison
ITDG's dividend yield for the trailing twelve months is around 1.43%, less than ITDI's 1.67% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
ITDG Ishares Lifepath Target Date 2055 ETF | 1.43% | 1.44% | 0.84% |
ITDI Ishares Lifepath Target Date 2065 ETF | 1.67% | 1.68% | 0.84% |
Drawdowns
ITDG vs. ITDI - Drawdown Comparison
The maximum ITDG drawdown since its inception was -8.03%, roughly equal to the maximum ITDI drawdown of -8.08%. Use the drawdown chart below to compare losses from any high point for ITDG and ITDI. For additional features, visit the drawdowns tool.
Volatility
ITDG vs. ITDI - Volatility Comparison
The current volatility for Ishares Lifepath Target Date 2055 ETF (ITDG) is 3.47%, while Ishares Lifepath Target Date 2065 ETF (ITDI) has a volatility of 3.89%. This indicates that ITDG experiences smaller price fluctuations and is considered to be less risky than ITDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.