ITDI vs. ITDH
Compare and contrast key facts about Ishares Lifepath Target Date 2065 ETF (ITDI) and Ishares Lifepath Target Date 2060 ETF (ITDH).
ITDI and ITDH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ITDI is an actively managed fund by iShares. It was launched on Oct 17, 2023. ITDH is an actively managed fund by iShares. It was launched on Oct 17, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITDI or ITDH.
Correlation
The correlation between ITDI and ITDH is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ITDI vs. ITDH - Performance Comparison
Key characteristics
ITDI:
1.67
ITDH:
1.67
ITDI:
2.27
ITDH:
2.27
ITDI:
1.30
ITDH:
1.30
ITDI:
2.45
ITDH:
2.41
ITDI:
10.23
ITDH:
10.19
ITDI:
1.93%
ITDH:
1.94%
ITDI:
11.81%
ITDH:
11.81%
ITDI:
-8.08%
ITDH:
-8.19%
ITDI:
-3.03%
ITDH:
-3.03%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with ITDI at 0.89% and ITDH at 0.89%.
ITDI
0.89%
-2.93%
4.90%
19.95%
N/A
N/A
ITDH
0.89%
-2.94%
4.91%
19.93%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ITDI vs. ITDH - Expense Ratio Comparison
Both ITDI and ITDH have an expense ratio of 0.11%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
ITDI vs. ITDH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2065 ETF (ITDI) and Ishares Lifepath Target Date 2060 ETF (ITDH). 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.
Dividends
ITDI vs. ITDH - Dividend Comparison
ITDI's dividend yield for the trailing twelve months is around 1.67%, more than ITDH's 1.65% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
ITDI Ishares Lifepath Target Date 2065 ETF | 1.67% | 1.68% | 0.84% |
ITDH Ishares Lifepath Target Date 2060 ETF | 1.65% | 1.66% | 0.84% |
Drawdowns
ITDI vs. ITDH - Drawdown Comparison
The maximum ITDI drawdown since its inception was -8.08%, roughly equal to the maximum ITDH drawdown of -8.19%. Use the drawdown chart below to compare losses from any high point for ITDI and ITDH. For additional features, visit the drawdowns tool.
Volatility
ITDI vs. ITDH - Volatility Comparison
Ishares Lifepath Target Date 2065 ETF (ITDI) and Ishares Lifepath Target Date 2060 ETF (ITDH) have volatilities of 3.82% and 3.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.