ITDI vs. LDDR

Last updated Apr 1, 2026

Compare and contrast key facts about Ishares Lifepath Target Date 2065 ETF (ITDI) and LifeX 2035 Income Bucket ETF (LDDR).

ITDI and LDDR 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. LDDR is an actively managed fund by STONE RIDGE. It was launched on Jan 3, 2025.

Performance

ITDI vs. LDDR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ishares Lifepath Target Date 2065 ETF (ITDI) and LifeX 2035 Income Bucket ETF (LDDR). The values are adjusted to include any dividend payments, if applicable.

ITDI vs. LDDR - Yearly Performance Comparison

	2026 (YTD)	2025
ITDI Ishares Lifepath Target Date 2065 ETF	-1.58%	20.17%
LDDR LifeX 2035 Income Bucket ETF	0.11%	6.74%

Returns By Period

In the year-to-date period, ITDI achieves a -1.58% return, which is significantly lower than LDDR's 0.11% return.

ITDI

• 1D: 2.98%
• 1M: -6.23%
• YTD: -1.58%
• 6M: 1.52%
• 1Y: 21.24%
• 3Y*: —
• 5Y*: —
• 10Y*: —

LDDR

• 1D: 0.20%
• 1M: -1.43%
• YTD: 0.11%
• 6M: 1.09%
• 1Y: 3.80%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

ITDI vs. LDDR - Expense Ratio Comparison

ITDI has a 0.11% expense ratio, which is lower than LDDR's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

LDDR

LifeX 2035 Income Bucket ETF

ITDI

Ishares Lifepath Target Date 2065 ETF

Return for Risk

ITDI vs. LDDR — Risk / Return Rank

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

ITDI

ITDI Risk / Return Rank: 74
ITDI Sharpe Ratio Rank: 71
ITDI Sortino Ratio Rank: 74
ITDI Omega Ratio Rank: 73
ITDI Calmar Ratio Rank: 71
ITDI Martin Ratio Rank: 78

LDDR

LDDR Risk / Return Rank: 53
LDDR Sharpe Ratio Rank: 54
LDDR Sortino Ratio Rank: 54
LDDR Omega Ratio Rank: 45
LDDR Calmar Ratio Rank: 63
LDDR Martin Ratio Rank: 50

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.

ITDI vs. LDDR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2065 ETF (ITDI) and LifeX 2035 Income Bucket ETF (LDDR). 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.

	ITDI	LDDR	Difference
Sharpe ratio Return per unit of total volatility	1.25	0.99	+0.27
Sortino ratio Return per unit of downside risk	1.83	1.44	+0.40
Omega ratio Gain probability vs. loss probability	1.27	1.18	+0.09
Calmar ratio Return relative to maximum drawdown	1.82	1.65	+0.16
Martin ratio Return relative to average drawdown	8.31	4.96	+3.35
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ITDI vs. LDDR - Sharpe Ratio Comparison

The current ITDI Sharpe Ratio is 1.25, which is comparable to the LDDR Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of ITDI and LDDR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ITDI	LDDR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.25	0.99	+0.27
Sharpe Ratio (All Time) Calculated using the full available price history	1.43	1.35	+0.09

Correlation

The correlation between ITDI and LDDR is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

ITDI vs. LDDR - Dividend Comparison

ITDI's dividend yield for the trailing twelve months is around 1.65%, less than LDDR's 12.25% yield.

	TTM	2025	2024	2023
ITDI Ishares Lifepath Target Date 2065 ETF	1.65%	1.63%	1.68%	0.84%
LDDR LifeX 2035 Income Bucket ETF	12.25%	14.63%	0.00%	0.00%

Drawdowns

ITDI vs. LDDR - Drawdown Comparison

The maximum ITDI drawdown since its inception was -16.31%, which is greater than LDDR's maximum drawdown of -2.38%. Use the drawdown chart below to compare losses from any high point for ITDI and LDDR.

Drawdown Indicators

	ITDI	LDDR	Difference
Max Drawdown Largest peak-to-trough decline	-16.31%	-2.38%	-13.93%
Max Drawdown (1Y) Largest decline over 1 year	-11.73%	-2.38%	-9.35%
Current Drawdown Current decline from peak	-6.91%	-1.43%	-5.48%
Average Drawdown Average peak-to-trough decline	-1.60%	-0.56%	-1.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.56%	0.79%	+1.77%

Volatility

ITDI vs. LDDR - Volatility Comparison

Ishares Lifepath Target Date 2065 ETF (ITDI) has a higher volatility of 6.35% compared to LifeX 2035 Income Bucket ETF (LDDR) at 1.27%. This indicates that ITDI's price experiences larger fluctuations and is considered to be riskier than LDDR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ITDI	LDDR	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.35%	1.27%	+5.08%
Volatility (6M) Calculated over the trailing 6-month period	9.99%	2.13%	+7.86%
Volatility (1Y) Calculated over the trailing 1-year period	17.03%	3.87%	+13.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.48%	4.15%	+10.33%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.48%	4.15%	+10.33%