MRTAX vs. ITOT
Compare and contrast key facts about MassMutual RetireSMART by JPMorgan 2020 Fund (MRTAX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
MRTAX is managed by MassMutual. It was launched on Dec 30, 2003. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MRTAX or ITOT.
Correlation
The correlation between MRTAX and ITOT is 0.89, 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
MRTAX vs. ITOT - Performance Comparison
Key characteristics
MRTAX:
1.47
ITOT:
1.78
MRTAX:
2.05
ITOT:
2.40
MRTAX:
1.28
ITOT:
1.33
MRTAX:
0.51
ITOT:
2.72
MRTAX:
6.23
ITOT:
10.69
MRTAX:
1.33%
ITOT:
2.16%
MRTAX:
5.63%
ITOT:
12.99%
MRTAX:
-51.40%
ITOT:
-55.20%
MRTAX:
-8.52%
ITOT:
-0.53%
Returns By Period
In the year-to-date period, MRTAX achieves a 1.63% return, which is significantly lower than ITOT's 4.10% return. Over the past 10 years, MRTAX has underperformed ITOT with an annualized return of 1.59%, while ITOT has yielded a comparatively higher 12.69% annualized return.
MRTAX
1.63%
0.10%
1.33%
8.36%
0.76%
1.59%
ITOT
4.10%
0.81%
10.75%
23.89%
13.94%
12.69%
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MRTAX vs. ITOT - Expense Ratio Comparison
MRTAX has a 0.59% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Risk-Adjusted Performance
MRTAX vs. ITOT — Risk-Adjusted Performance Rank
MRTAX
ITOT
MRTAX vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual RetireSMART by JPMorgan 2020 Fund (MRTAX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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
MRTAX vs. ITOT - Dividend Comparison
MRTAX's dividend yield for the trailing twelve months is around 5.26%, more than ITOT's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRTAX MassMutual RetireSMART by JPMorgan 2020 Fund | 5.26% | 3.57% | 3.16% | 2.34% | 2.43% | 3.07% | 2.50% | 2.81% | 2.59% | 1.72% | 4.03% | 2.00% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.18% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% |
Drawdowns
MRTAX vs. ITOT - Drawdown Comparison
The maximum MRTAX drawdown since its inception was -51.40%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for MRTAX and ITOT. For additional features, visit the drawdowns tool.
Volatility
MRTAX vs. ITOT - Volatility Comparison
The current volatility for MassMutual RetireSMART by JPMorgan 2020 Fund (MRTAX) is 0.20%, while iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a volatility of 2.96%. This indicates that MRTAX experiences smaller price fluctuations and is considered to be less risky than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.