ITDH vs. LIZIX

In the year-to-date period, ITDH achieves a 0.61% return, which is significantly higher than LIZIX's 0.56% return.

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ITDH has a 0.11% expense ratio, which is higher than LIZIX's 0.10% 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 2060 ETF (ITDH) and BlackRock LifePath Index 2060 Fund (LIZIX). 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 ITDH Sharpe Ratio is 1.64, which is comparable to the LIZIX Sharpe Ratio of 1.41. The chart below compares the historical Sharpe Ratios of ITDH and LIZIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ITDH's dividend yield for the trailing twelve months is around 1.65%, while LIZIX has not paid dividends to shareholders.

The maximum ITDH drawdown since its inception was -8.19%, smaller than the maximum LIZIX drawdown of -34.39%. Use the drawdown chart below to compare losses from any high point for ITDH and LIZIX. For additional features, visit the drawdowns tool.

Ishares Lifepath Target Date 2060 ETF (ITDH) and BlackRock LifePath Index 2060 Fund (LIZIX) have volatilities of 3.91% and 3.91%, 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.