ITDI vs. IVV
Compare and contrast key facts about Ishares Lifepath Target Date 2065 ETF (ITDI) and iShares Core S&P 500 ETF (IVV).
ITDI and IVV 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. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITDI or IVV.
Correlation
The correlation between ITDI and IVV is 0.94, 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. IVV - Performance Comparison
Key characteristics
ITDI:
1.67
IVV:
2.22
ITDI:
2.27
IVV:
2.96
ITDI:
1.30
IVV:
1.41
ITDI:
2.45
IVV:
3.32
ITDI:
10.23
IVV:
14.44
ITDI:
1.93%
IVV:
1.94%
ITDI:
11.81%
IVV:
12.57%
ITDI:
-8.08%
IVV:
-55.25%
ITDI:
-3.03%
IVV:
-2.31%
Returns By Period
In the year-to-date period, ITDI achieves a 0.89% return, which is significantly lower than IVV's 1.01% return.
ITDI
0.89%
-2.93%
4.90%
19.95%
N/A
N/A
IVV
1.01%
-2.29%
7.40%
28.36%
14.72%
13.51%
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ITDI vs. IVV - Expense Ratio Comparison
ITDI has a 0.11% expense ratio, which is higher than IVV'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
ITDI vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2065 ETF (ITDI) and iShares Core S&P 500 ETF (IVV). 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. IVV - Dividend Comparison
ITDI's dividend yield for the trailing twelve months is around 1.67%, more than IVV's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITDI Ishares Lifepath Target Date 2065 ETF | 1.67% | 1.68% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.29% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
ITDI vs. IVV - Drawdown Comparison
The maximum ITDI drawdown since its inception was -8.08%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for ITDI and IVV. For additional features, visit the drawdowns tool.
Volatility
ITDI vs. IVV - Volatility Comparison
The current volatility for Ishares Lifepath Target Date 2065 ETF (ITDI) is 3.82%, while iShares Core S&P 500 ETF (IVV) has a volatility of 4.33%. This indicates that ITDI experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.