ITDH vs. VUG
ITDH (Ishares Lifepath Target Date 2060 ETF) and VUG (Vanguard Growth ETF) are both exchange-traded funds - ITDH is a Target Retirement Date fund actively managed by iShares, while VUG is a Large Cap Growth Equities fund tracking the CRSP US Large Cap Growth Index. ITDH is actively managed, while VUG is passively managed. Over the past year, ITDH returned 25.95% vs 20.05% for VUG. Their correlation of 0.85 suggests significant overlap in exposure. ITDH charges 0.11%/yr vs 0.03%/yr for VUG.
Performance
ITDH vs. VUG - 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 VUG's 3.52% return.
ITDH
- 1D
- -1.82%
- 1M
- -0.18%
- YTD
- 10.46%
- 6M
- 9.64%
- 1Y
- 25.95%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VUG
- 1D
- -2.12%
- 1M
- -3.95%
- YTD
- 3.52%
- 6M
- 2.23%
- 1Y
- 20.05%
- 3Y*
- 22.74%
- 5Y*
- 12.80%
- 10Y*
- 18.02%
ITDH vs. VUG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ITDH Ishares Lifepath Target Date 2060 ETF | 10.46% | 21.75% | 16.71% | 12.83% |
VUG Vanguard Growth ETF | 3.52% | 19.40% | 32.69% | 12.78% |
Correlation
The correlation between ITDH and VUG is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Oct 19, 2023 | 0.85 |
The correlation between ITDH and VUG has been stable across timeframes, ranging from 0.85 to 0.85 - a consistent structural relationship.
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Return for Risk
ITDH vs. VUG — Risk / Return Rank
ITDH
VUG
ITDH vs. VUG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2060 ETF (ITDH) and Vanguard Growth ETF (VUG). 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 | VUG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.73 | ||
| Sortino ratioReturn per unit of downside risk | +1.00 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.21 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.70 | 1.22 | +1.49 |
| Martin ratioReturn relative to average drawdown | 11.67 | 4.15 | +7.52 |
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Drawdowns
ITDH vs. VUG - Drawdown Comparison
The maximum ITDH drawdown since its inception was -16.25%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for ITDH and VUG.
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Drawdown Indicators
| ITDH | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.25% | -50.68% | +34.43% |
Max Drawdown (1Y)Largest decline over 1 year | -9.64% | -16.53% | +6.89% |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.85% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.61% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.61% | — |
Current DrawdownCurrent decline from peak | -2.44% | -6.88% | +4.44% |
Average DrawdownAverage peak-to-trough decline | -1.58% | -7.09% | +5.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.23% | 4.84% | -2.61% |
Volatility
ITDH vs. VUG - Volatility Comparison
The current volatility for Ishares Lifepath Target Date 2060 ETF (ITDH) is 5.46%, while Vanguard Growth ETF (VUG) has a volatility of 6.86%. This indicates that ITDH experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ITDH | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 6.86% | -1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 11.32% | 13.44% | -2.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.57% | 16.91% | -3.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.70% | 22.39% | -7.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.70% | 21.51% | -6.81% |
ITDH vs. VUG - Expense Ratio Comparison
ITDH has a 0.11% expense ratio, which is higher than VUG'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%.
Dividends
ITDH vs. VUG - Dividend Comparison
ITDH's dividend yield for the trailing twelve months is around 1.45%, more than VUG's 0.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.39% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Frequently Asked Questions
ITDH and VUG have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VUG has higher volatility (6.86%) compared to ITDH (5.46%). In terms of maximum drawdown, ITDH dropped -16.25% vs VUG's -50.68%.
On 1-year performance, ITDH leads with 25.95% vs 20.05% for VUG. On fees, VUG is cheaper at 0.03% 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, ITDH has performed better with a 25.95% return vs 20.05%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VUG is cheaper with a 0.03% expense ratio, compared with 0.11% for ITDH.
ITDH has the higher dividend yield at 1.45%, compared with 0.39% for VUG.
ITDH is categorized as Target Retirement Date, while VUG is Large Cap Growth Equities. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.11% for ITDH and 0.03% for VUG.
ITDH currently has the higher Sharpe Ratio (1.92 vs 1.19), 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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