ITDH vs. SPYL.DE
Compare and contrast key facts about Ishares Lifepath Target Date 2060 ETF (ITDH) and SPDR S&P 500 UCITS ETF USD Unhedged Acc (SPYL.DE).
ITDH and SPYL.DE 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. SPYL.DE is a passively managed fund by State Street that tracks the performance of the S&P 500®. It was launched on Oct 31, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITDH or SPYL.DE.
Correlation
The correlation between ITDH and SPYL.DE is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ITDH vs. SPYL.DE - Performance Comparison
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Key characteristics
ITDH:
0.68
SPYL.DE:
0.54
ITDH:
1.12
SPYL.DE:
0.78
ITDH:
1.16
SPYL.DE:
1.12
ITDH:
0.78
SPYL.DE:
0.40
ITDH:
3.35
SPYL.DE:
1.35
ITDH:
3.80%
SPYL.DE:
6.92%
ITDH:
17.64%
SPYL.DE:
18.83%
ITDH:
-16.25%
SPYL.DE:
-23.27%
ITDH:
-1.40%
SPYL.DE:
-10.33%
Returns By Period
In the year-to-date period, ITDH achieves a 4.07% return, which is significantly higher than SPYL.DE's -6.76% return.
ITDH
4.07%
8.82%
2.28%
11.98%
N/A
N/A
SPYL.DE
-6.76%
10.55%
-6.69%
10.22%
N/A
N/A
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ITDH vs. SPYL.DE - Expense Ratio Comparison
ITDH has a 0.11% expense ratio, which is higher than SPYL.DE's 0.03% 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
ITDH vs. SPYL.DE — Risk-Adjusted Performance Rank
ITDH
SPYL.DE
ITDH vs. SPYL.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2060 ETF (ITDH) and SPDR S&P 500 UCITS ETF USD Unhedged Acc (SPYL.DE). 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.
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Dividends
ITDH vs. SPYL.DE - Dividend Comparison
ITDH's dividend yield for the trailing twelve months is around 1.60%, while SPYL.DE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | |
|---|---|---|---|
ITDH Ishares Lifepath Target Date 2060 ETF | 1.60% | 1.66% | 0.84% |
SPYL.DE SPDR S&P 500 UCITS ETF USD Unhedged Acc | 0.00% | 0.00% | 0.00% |
Drawdowns
ITDH vs. SPYL.DE - Drawdown Comparison
The maximum ITDH drawdown since its inception was -16.25%, smaller than the maximum SPYL.DE drawdown of -23.27%. Use the drawdown chart below to compare losses from any high point for ITDH and SPYL.DE. For additional features, visit the drawdowns tool.
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Volatility
ITDH vs. SPYL.DE - Volatility Comparison
The current volatility for Ishares Lifepath Target Date 2060 ETF (ITDH) is 4.65%, while SPDR S&P 500 UCITS ETF USD Unhedged Acc (SPYL.DE) has a volatility of 7.33%. This indicates that ITDH experiences smaller price fluctuations and is considered to be less risky than SPYL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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