ITDH vs. SLV
ITDH (Ishares Lifepath Target Date 2060 ETF) and SLV (iShares Silver Trust) are both exchange-traded funds - ITDH is a Target Retirement Date fund actively managed by iShares, while SLV is a Silver fund tracking the LBMA Silver Price. ITDH is actively managed, while SLV is passively managed. Over the past year, ITDH returned 25.95% vs 69.08% for SLV. At a 0.35 correlation, their price movements are largely independent. ITDH charges 0.11%/yr vs 0.50%/yr for SLV.
Performance
ITDH vs. SLV - Performance Comparison
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Returns By Period
In the year-to-date period, ITDH achieves a 10.46% return, which is significantly higher than SLV's -13.49% return.
ITDH
- 1D
- -1.82%
- 1M
- -0.18%
- YTD
- 10.46%
- 6M
- 9.64%
- 1Y
- 25.95%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SLV
- 1D
- -5.40%
- 1M
- -18.48%
- YTD
- -13.49%
- 6M
- -14.05%
- 1Y
- 69.08%
- 3Y*
- 39.38%
- 5Y*
- 18.31%
- 10Y*
- 12.68%
ITDH vs. SLV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ITDH Ishares Lifepath Target Date 2060 ETF | 10.46% | 21.75% | 16.71% | 12.83% |
SLV iShares Silver Trust | -13.49% | 144.66% | 20.89% | 3.96% |
Correlation
The correlation between ITDH and SLV is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Oct 19, 2023 | 0.35 |
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Return for Risk
ITDH vs. SLV — Risk / Return Rank
ITDH
SLV
ITDH vs. SLV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2060 ETF (ITDH) and iShares Silver Trust (SLV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ITDH | SLV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.77 | ||
| Sortino ratioReturn per unit of downside risk | +1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.25 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.70 | 1.47 | +1.23 |
| Martin ratioReturn relative to average drawdown | 11.67 | 3.16 | +8.51 |
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Drawdowns
ITDH vs. SLV - Drawdown Comparison
The maximum ITDH drawdown since its inception was -16.25%, smaller than the maximum SLV drawdown of -76.28%. Use the drawdown chart below to compare losses from any high point for ITDH and SLV.
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Drawdown Indicators
| ITDH | SLV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.25% | -76.28% | +60.03% |
Max Drawdown (1Y)Largest decline over 1 year | -9.64% | -47.23% | +37.59% |
Max Drawdown (3Y)Largest decline over 3 years | — | -47.23% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -47.23% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.23% | — |
Current DrawdownCurrent decline from peak | -2.44% | -47.23% | +44.79% |
Average DrawdownAverage peak-to-trough decline | -1.58% | -44.65% | +43.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.23% | 21.91% | -19.68% |
Volatility
ITDH vs. SLV - Volatility Comparison
The current volatility for Ishares Lifepath Target Date 2060 ETF (ITDH) is 5.46%, while iShares Silver Trust (SLV) has a volatility of 14.34%. This indicates that ITDH experiences smaller price fluctuations and is considered to be less risky than SLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ITDH | SLV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 14.34% | -8.88% |
Volatility (6M)Calculated over the trailing 6-month period | 11.32% | 59.27% | -47.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.57% | 60.33% | -46.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.70% | 36.59% | -21.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.70% | 32.09% | -17.39% |
ITDH vs. SLV - Expense Ratio Comparison
ITDH has a 0.11% expense ratio, which is lower than SLV's 0.50% expense ratio.
Dividends
ITDH vs. SLV - Dividend Comparison
ITDH's dividend yield for the trailing twelve months is around 1.45%, while SLV has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
ITDH Ishares Lifepath Target Date 2060 ETF | 1.45% | 1.60% | 1.66% | 0.84% |
SLV iShares Silver Trust | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ITDH and SLV have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SLV has higher volatility (14.34%) compared to ITDH (5.46%). In terms of maximum drawdown, ITDH dropped -16.25% vs SLV's -76.28%.
On 1-year performance, SLV leads with 69.08% vs 25.95% for ITDH. On fees, ITDH is cheaper at 0.11% per year. On volatility, ITDH has been the lower-risk option at 5.46%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, SLV has performed better with a 69.08% return vs 25.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ITDH is cheaper with a 0.11% expense ratio, compared with 0.50% for SLV.
ITDH has the higher dividend yield at 1.45%, compared with 0.00% for SLV.
ITDH is categorized as Target Retirement Date, while SLV is Silver. Their fees differ too: 0.11% for ITDH and 0.50% for SLV.
ITDH currently has the higher Sharpe Ratio (1.92 vs 1.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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