ITDH vs. ITDI
Compare and contrast key facts about Ishares Lifepath Target Date 2060 ETF (ITDH) and Ishares Lifepath Target Date 2065 ETF (ITDI).
ITDH and ITDI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ITDH 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: ITDH or ITDI.
Correlation
The correlation between ITDH and ITDI is 1.00, 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
ITDH vs. ITDI - Performance Comparison
Key characteristics
ITDH:
1.64
ITDI:
1.64
ITDH:
2.22
ITDI:
2.23
ITDH:
1.30
ITDI:
1.30
ITDH:
2.37
ITDI:
2.41
ITDH:
9.93
ITDI:
9.97
ITDH:
1.96%
ITDI:
1.95%
ITDH:
11.85%
ITDI:
11.86%
ITDH:
-8.19%
ITDI:
-8.08%
ITDH:
-3.31%
ITDI:
-3.30%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with ITDH at 0.61% and ITDI at 0.61%.
ITDH
0.61%
-3.31%
4.71%
18.01%
N/A
N/A
ITDI
0.61%
-3.30%
4.64%
18.04%
N/A
N/A
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ITDH vs. ITDI - Expense Ratio Comparison
Both ITDH 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
ITDH vs. ITDI — Risk-Adjusted Performance Rank
ITDH
ITDI
ITDH vs. ITDI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2060 ETF (ITDH) 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
ITDH vs. ITDI - Dividend Comparison
ITDH's dividend yield for the trailing twelve months is around 1.65%, less than ITDI's 1.67% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
ITDH Ishares Lifepath Target Date 2060 ETF | 1.65% | 1.66% | 0.84% |
ITDI Ishares Lifepath Target Date 2065 ETF | 1.67% | 1.68% | 0.84% |
Drawdowns
ITDH vs. ITDI - Drawdown Comparison
The maximum ITDH drawdown since its inception was -8.19%, roughly equal to the maximum ITDI drawdown of -8.08%. Use the drawdown chart below to compare losses from any high point for ITDH and ITDI. For additional features, visit the drawdowns tool.
Volatility
ITDH vs. ITDI - Volatility Comparison
Ishares Lifepath Target Date 2060 ETF (ITDH) and Ishares Lifepath Target Date 2065 ETF (ITDI) have volatilities of 3.91% and 3.89%, 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.