ITDG vs. VFFVX

In the year-to-date period, ITDG achieves a -1.22% return, which is significantly lower than VFFVX's -0.50% return.

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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%.

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.

The current ITDG Sharpe Ratio is 0.59, which is comparable to the VFFVX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of ITDG and VFFVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ITDG's dividend yield for the trailing twelve months is around 1.45%, less than VFFVX's 2.18% yield.

The maximum ITDG drawdown since its inception was -16.60%, 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.

Ishares Lifepath Target Date 2055 ETF (ITDG) has a higher volatility of 12.78% compared to Vanguard Target Retirement 2055 Fund (VFFVX) at 10.79%. This indicates that ITDG's price experiences larger fluctuations and is considered to be riskier than VFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.