ITDH vs VOO
ITDH vs VOO
iShares LifePath Target Date 2060 ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. ITDH delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ITDH | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.03% | |
| AUM | $38M | $979.0B | |
| Dividend Yield | 1.43% | 1.09% | |
| Holdings | 8 | 509 | |
| YTD Return | +14.28% | +13.80% | |
| 1Y Return | +25.29% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 11.5% | 14.1% | |
| Max Drawdown | -16.3% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Oct 17, 2023 | Sep 7, 2010 |
ITDH vs VOO Performance
iShares LifePath Target Date 2060 ETF (ITDH) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ITDH returned +25.29% while VOO returned +23.71%. Year to date, ITDH is up 14.28% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% 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 -34.3% for VOO. 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 VOO 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 VOO.
Holdings Overlap
ITDH and VOO share 0 holdings out of 512 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ITDH or VOO?
ITDH has an expense ratio of 0.12% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, ITDH or VOO?
Over the past year ITDH returned +25.29% vs +23.71% for VOO, so ITDH leads on 1-year performance. Over the longest common window we track (3 years), ITDH annualized +24.52% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, ITDH or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 11.5% for ITDH. Worst drawdown: ITDH -16.3% vs VOO -34.3%.
Should I hold both ITDH and VOO?
ITDH and VOO 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 VOO?
ITDH and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, ITDH or VOO?
ITDH yields 1.43% while VOO yields 1.09%, so ITDH currently pays the higher dividend yield.
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