ITDG vs. VFFVX
Compare and contrast key facts about Ishares Lifepath Target Date 2055 ETF (ITDG) and Vanguard Target Retirement 2055 Fund (VFFVX).
ITDG is an actively managed fund by iShares. It was launched on Oct 17, 2023. VFFVX is managed by Vanguard. It was launched on Aug 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITDG or VFFVX.
Correlation
The correlation between ITDG and VFFVX is 0.97, 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. VFFVX - Performance Comparison
Key characteristics
ITDG:
1.66
VFFVX:
1.31
ITDG:
2.29
VFFVX:
1.79
ITDG:
1.30
VFFVX:
1.24
ITDG:
2.42
VFFVX:
2.05
ITDG:
9.97
VFFVX:
7.72
ITDG:
1.95%
VFFVX:
1.89%
ITDG:
11.67%
VFFVX:
11.09%
ITDG:
-8.03%
VFFVX:
-31.40%
ITDG:
-3.33%
VFFVX:
-5.32%
Returns By Period
In the year-to-date period, ITDG achieves a 0.70% return, which is significantly higher than VFFVX's 0.49% return.
ITDG
0.70%
-3.33%
4.62%
17.97%
N/A
N/A
VFFVX
0.49%
-5.32%
1.60%
13.32%
8.47%
8.62%
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ITDG vs. VFFVX - Expense Ratio Comparison
ITDG has a 0.11% expense ratio, which is higher than VFFVX's 0.08% 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. VFFVX — Risk-Adjusted Performance Rank
ITDG
VFFVX
ITDG vs. VFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2055 ETF (ITDG) and Vanguard Target Retirement 2055 Fund (VFFVX). 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. VFFVX - Dividend Comparison
ITDG's dividend yield for the trailing twelve months is around 1.43%, while VFFVX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITDG Ishares Lifepath Target Date 2055 ETF | 1.43% | 1.44% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFFVX Vanguard Target Retirement 2055 Fund | 0.00% | 0.00% | 2.18% | 2.10% | 2.10% | 1.60% | 2.15% | 2.35% | 1.83% | 1.99% | 1.92% | 1.73% |
Drawdowns
ITDG vs. VFFVX - Drawdown Comparison
The maximum ITDG drawdown since its inception was -8.03%, smaller than the maximum VFFVX drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for ITDG and VFFVX. For additional features, visit the drawdowns tool.
Volatility
ITDG vs. VFFVX - Volatility Comparison
The current volatility for Ishares Lifepath Target Date 2055 ETF (ITDG) is 3.47%, while Vanguard Target Retirement 2055 Fund (VFFVX) has a volatility of 4.40%. This indicates that ITDG experiences smaller price fluctuations and is considered to be less risky than VFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.