ITDH vs IVV
ITDH vs IVV
iShares LifePath Target Date 2060 ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. ITDH delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ITDH | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.03% | |
| AUM | $38M | $865.2B | |
| Dividend Yield | 1.43% | 1.09% | |
| Holdings | 8 | 508 | |
| YTD Return | +13.37% | +13.13% | |
| 1Y Return | +24.48% | +22.90% | |
| 3Y Return (annualized) | - | +21.08% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 11.5% | 15.1% | |
| Max Drawdown | -16.3% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Oct 17, 2023 | May 15, 2000 |
ITDH vs IVV Performance
iShares LifePath Target Date 2060 ETF (ITDH) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ITDH returned +24.48% while IVV returned +22.90%. Year to date, ITDH is up 13.37% versus a gain of 13.13% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.5% for ITDH. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -16.3% for ITDH and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ITDH charges 0.12% per year while IVV charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, ITDH currently yields 1.43% against 1.09% for IVV.
Holdings Overlap
ITDH and IVV share 1 holdings out of 511 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ITDH | Weight in IVV | Difference |
|---|---|---|---|
| XTSLA | 0.15% | 0.15% | 0.00% |
Frequently Asked Questions
Which is cheaper, ITDH or IVV?
ITDH has an expense ratio of 0.12% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, ITDH or IVV?
Over the past year ITDH returned +24.48% vs +22.90% for IVV, so ITDH leads on 1-year performance. Over the longest common window we track (3 years), ITDH annualized +24.19% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, ITDH or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 11.5% for ITDH. Worst drawdown: ITDH -16.3% vs IVV -56.5%.
Should I hold both ITDH and IVV?
ITDH and IVV have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between ITDH and IVV?
ITDH and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, ITDH or IVV?
ITDH yields 1.43% while IVV yields 1.09%, so ITDH currently pays the higher dividend yield.
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