ITDH vs. VLXVX

Last updated Jun 4, 2026

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 managed by Vanguard. Over the past year, ITDH returned 29.02% vs 28.25% 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

The chart below illustrates the hypothetical performance of a $10,000 investment in Ishares Lifepath Target Date 2060 ETF (ITDH) and Vanguard Target Retirement 2065 Fund (VLXVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with ITDH having a 12.29% return and VLXVX slightly lower at 12.17%.

ITDH

• 1D: -0.82%
• 1M: 4.82%
• YTD: 12.29%
• 6M: 13.08%
• 1Y: 29.02%
• 3Y*: —
• 5Y*: —
• 10Y*: —

VLXVX

• 1D: 0.36%
• 1M: 5.18%
• YTD: 12.17%
• 6M: 13.11%
• 1Y: 28.25%
• 3Y*: 19.69%
• 5Y*: 10.38%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ITDH vs. VLXVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
ITDH Ishares Lifepath Target Date 2060 ETF	12.29%	21.75%	16.71%	12.83%
VLXVX Vanguard Target Retirement 2065 Fund	12.17%	21.44%	14.37%	12.57%

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 20, 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.

ITDH vs. VLXVX - Sectors Allocation Comparison

Sectors	ITDH	VLXVX
Technology	26.8%	27.3%
Financial Services	16.1%	16.1%
Industrials	11.9%	12.4%
Consumer Cyclical	9.3%	9.4%
Healthcare	8.3%	8.3%
Communication Services	8.1%	8.0%
Consumer Defensive	4.8%	4.8%
Basic Materials	4.3%	4.3%
Energy	4.3%	4.3%
Real Estate	3.5%	2.5%
Utilities	2.6%	2.7%

Return for Risk

ITDH vs. VLXVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ITDH

ITDH Risk / Return Rank: 68
ITDH Sharpe Ratio Rank: 69
ITDH Sortino Ratio Rank: 70
ITDH Omega Ratio Rank: 68
ITDH Calmar Ratio Rank: 61
ITDH Martin Ratio Rank: 72

VLXVX

VLXVX Risk / Return Rank: 71
VLXVX Sharpe Ratio Rank: 75
VLXVX Sortino Ratio Rank: 69
VLXVX Omega Ratio Rank: 67
VLXVX Calmar Ratio Rank: 69
VLXVX Martin Ratio Rank: 75

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

	ITDH	VLXVX	Difference
Sharpe ratio: Return per unit of total volatility	2.29	2.51	-0.22
Sortino ratio: Return per unit of downside risk	3.20	3.46	-0.27
Omega ratio: Gain probability vs. loss probability	1.41	1.46	-0.04
Calmar ratio: Return relative to maximum drawdown	3.02	3.21	-0.18
Martin ratio: Return relative to average drawdown	13.37	14.21	-0.84
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ITDH vs. VLXVX - Sharpe Ratio Comparison

The current ITDH Sharpe Ratio is 2.29, which is comparable to the VLXVX Sharpe Ratio of 2.51. The chart below compares the historical Sharpe Ratios of ITDH and VLXVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	ITDH	VLXVX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.29	2.51	-0.22
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.74	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.75	0.73	+1.02

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.

Drawdown Indicators

	ITDH	VLXVX	Difference
Max Drawdown Largest 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 Drawdown Current decline from peak	-0.82%	0.00%	-0.82%
Average Drawdown Average peak-to-trough decline	-1.58%	-4.99%	+3.41%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.18%	2.01%	+0.17%

Volatility

ITDH vs. VLXVX - Volatility Comparison

Ishares Lifepath Target Date 2060 ETF (ITDH) has a higher volatility of 3.85% compared to Vanguard Target Retirement 2065 Fund (VLXVX) at 3.38%. 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.

Volatility by Period

	ITDH	VLXVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.85%	3.38%	+0.47%
Volatility (6M) Calculated over the trailing 6-month period	10.27%	9.09%	+1.18%
Volatility (1Y) Calculated over the trailing 1-year period	12.75%	11.41%	+1.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.52%	14.19%	+0.33%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.52%	15.69%	-1.17%

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 1.43%, less than VLXVX's 1.78% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
ITDH Ishares Lifepath Target Date 2060 ETF	1.43%	1.60%	1.66%	0.84%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VLXVX Vanguard Target Retirement 2065 Fund	1.78%	2.00%	2.11%	2.06%	2.00%	1.93%	1.60%	1.90%	1.85%	0.78%

Frequently Asked Questions

Can I hold both ITDH and VLXVX in my portfolio?

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.

Which is riskier, ITDH or VLXVX?

ITDH has higher volatility (3.85%) compared to VLXVX (3.38%). In terms of maximum drawdown, ITDH dropped -16.25% vs VLXVX's -31.42%.

Which has better risk-adjusted returns?

VLXVX currently has the higher Sharpe Ratio (2.51 vs 2.29), 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.