ITDH vs. VLXVX
ITDH (Ishares Lifepath Target Date 2060 ETF) and VLXVX (Vanguard Target Retirement 2065 Fund) are both funds - ITDH is a Target Retirement Date fund actively managed by iShares, while VLXVX is a Diversified Portfolio fund actively managed by Vanguard. Both are actively managed. Over the past year, ITDH returned 25.95% vs 26.53% for VLXVX. With a 0.99 correlation, they move nearly in lockstep. ITDH charges 0.11%/yr vs 0.08%/yr for VLXVX.
Performance
ITDH vs. VLXVX - Performance Comparison
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Returns By Period
In the year-to-date period, ITDH achieves a 10.46% return, which is significantly lower than VLXVX's 11.44% return.
ITDH
- 1D
- -1.82%
- 1M
- -0.18%
- YTD
- 10.46%
- 6M
- 9.64%
- 1Y
- 25.95%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VLXVX
- 1D
- -0.13%
- 1M
- 1.57%
- YTD
- 11.44%
- 6M
- 10.80%
- 1Y
- 26.53%
- 3Y*
- 19.16%
- 5Y*
- 10.13%
- 10Y*
- —
ITDH vs. VLXVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ITDH Ishares Lifepath Target Date 2060 ETF | 10.46% | 21.75% | 16.71% | 12.83% |
VLXVX Vanguard Target Retirement 2065 Fund | 11.44% | 21.44% | 14.37% | 11.67% |
Correlation
The correlation between ITDH and VLXVX is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Oct 19, 2023 | 0.99 |
The correlation between ITDH and VLXVX has been stable across timeframes, ranging from 0.99 to 0.99 - a consistent structural relationship.
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Return for Risk
ITDH vs. VLXVX — Risk / Return Rank
ITDH
VLXVX
ITDH vs. VLXVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2060 ETF (ITDH) and Vanguard Target Retirement 2065 Fund (VLXVX). 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 | VLXVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.36 | ||
| Sortino ratioReturn per unit of downside risk | -0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.42 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.70 | 3.09 | -0.39 |
| Martin ratioReturn relative to average drawdown | 11.67 | 13.38 | -1.71 |
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Drawdowns
ITDH vs. VLXVX - Drawdown Comparison
The maximum ITDH drawdown since its inception was -16.25%, smaller than the maximum VLXVX drawdown of -31.42%. Use the drawdown chart below to compare losses from any high point for ITDH and VLXVX.
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Drawdown Indicators
| ITDH | VLXVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.25% | -31.42% | +15.17% |
Max Drawdown (1Y)Largest decline over 1 year | -9.64% | -8.93% | -0.71% |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.53% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.37% | — |
Current DrawdownCurrent decline from peak | -2.44% | -0.65% | -1.79% |
Average DrawdownAverage peak-to-trough decline | -1.58% | -4.97% | +3.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.23% | 2.06% | +0.17% |
Volatility
ITDH vs. VLXVX - Volatility Comparison
Ishares Lifepath Target Date 2060 ETF (ITDH) has a higher volatility of 5.46% compared to Vanguard Target Retirement 2065 Fund (VLXVX) at 4.79%. This indicates that ITDH's price experiences larger fluctuations and is considered to be riskier than VLXVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ITDH | VLXVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 4.79% | +0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 11.32% | 10.00% | +1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.57% | 12.14% | +1.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.70% | 14.31% | +0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.70% | 15.71% | -1.01% |
ITDH vs. VLXVX - Expense Ratio Comparison
ITDH has a 0.11% expense ratio, which is higher than VLXVX'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%.
Dividends
ITDH vs. VLXVX - Dividend Comparison
ITDH's dividend yield for the trailing twelve months is around 1.45%, less than VLXVX's 1.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
ITDH Ishares Lifepath Target Date 2060 ETF | 1.45% | 1.60% | 1.66% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VLXVX Vanguard Target Retirement 2065 Fund | 1.80% | 2.00% | 2.11% | 2.06% | 2.00% | 1.93% | 1.60% | 1.90% | 1.85% | 0.78% |
Frequently Asked Questions
With a correlation of 0.99, ITDH and VLXVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
ITDH has higher volatility (5.46%) compared to VLXVX (4.79%). In terms of maximum drawdown, ITDH dropped -16.25% vs VLXVX's -31.42%.
VLXVX currently has the higher Sharpe Ratio (2.28 vs 1.92), 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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