ITDI vs VDIG
Comparison between ISHARES LIFEPATH TARGET DATE 2065 ETF (ITDI, ETF) and VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF ETF SHARES (VDIG, ETF).
ITDI vs VDIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ITDI vs VDIG - Holdings Comparison
ITDI and VDIG have 0 common holdings. Overlap is 0.00%
ITDI's top 25 holdings weight is 99.85%. VDIG's top 25 holdings weight is 85.71%.
| Rank | ITDI | VDIG |
|---|---|---|
| #1 | ISHARES RUSSELL 1000 ETF (IWB) - 56.20% | BROADCOM INC (AVGO) - 5.67% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 25.51% | MICROSOFT CORP (MSFT) - 5.12% |
| #3 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 12.60% | ELI LILLY AND CO (LLY) - 4.78% |
| #4 | ISHARES RUSSELL 2000 ETF (IWM) - 3.70% | MASTERCARD INC CLASS A (MA) - 4.36% |
| #5 | ISHARES CORE US REIT ETF (USRT) - 0.97% | LINDE PLC (LIN) - 4.32% |
| #6 | ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 0.87% | NORTHROP GRUMMAN CORP (NOC) - 4.10% |
| #7 | N/A | HONEYWELL INTERNATIONAL INC (HON) - 4.06% |
| #8 | N/A | TEXAS INSTRUMENTS INC (TXN) - 3.66% |
| #9 | N/A | TJX COMPANIES INC (TJX) - 3.60% |
| #10 | N/A | THE HOME DEPOT INC (HD) - 3.30% |
| #11 | N/A | VISA INC CLASS A (V) - 3.26% |
| #12 | N/A | WELLS FARGO & CO (WFC) - 3.26% |
| #13 | N/A | CHUBB LTD (CB) - 3.24% |
| #14 | N/A | PROCTER & GAMBLE CO (PG) - 3.19% |
| #15 | N/A | S&P GLOBAL INC (SPGI) - 3.16% |
| #16 | N/A | STRYKER CORP (SYK) - 3.12% |
| #17 | N/A | APPLE INC (AAPL) - 3.08% |
| #18 | N/A | DANAHER CORP (DHR) - 3.05% |
| #19 | N/A | COCA-COLA CO (KO) - 2.80% |
| #20 | N/A | MARSH (MRSH) - 2.68% |
| #21 | N/A | BLACKROCK INC (BLK) - 2.58% |
| #22 | N/A | NIKE INC CLASS B (NKE) - 2.45% |
| #23 | N/A | AMERICAN EXPRESS CO (AXP) - 2.39% |
| #24 | N/A | MCDONALD'S CORP (MCD) - 2.27% |
| #25 | N/A | ALPHABET INC CLASS A (GOOGL) - 2.21% |
| Total Holdings | 6 | 36 |
ITDI vs VDIG - Historical Returns
Returns include dividend reinvestment.
ITDI vs VDIG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ITDI | VDIG |
|---|---|---|
| 2026 | +8.59% | +0.12% |
| 2025 | +22.16% | +3.68% |
| 2024 | +17.72% | N/A |
| 2023 | +12.83% | N/A |
ITDI vs VDIG Drawdown Comparison
The maximum drawdown for ITDI was -16.31%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The maximum drawdown for VDIG was -11.20%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current ITDI drawdown is -3.36%. The current VDIG drawdown is -2.27%.
| Rank | ITDI | VDIG |
|---|---|---|
| #1 | -16.31% Feb 18, 2025 - May 19, 2025 | -11.20% Jan 9, 2026 - Mar 27, 2026 |
| #2 | -9.60% Feb 25, 2026 - Apr 16, 2026 | -1.36% Dec 24, 2025 - Jan 6, 2026 |
| #3 | -8.08% Jul 16, 2024 - Aug 23, 2024 | -1.35% Nov 28, 2025 - Dec 11, 2025 |
| #4 | -5.14% Mar 28, 2024 - May 14, 2024 | -1.16% Dec 11, 2025 - Dec 24, 2025 |
| #5 | -4.94% Oct 28, 2025 - Dec 10, 2025 | -0.62% Nov 19, 2025 - Nov 21, 2025 |
| #6 | -4.92% Dec 6, 2024 - Feb 6, 2025 | -0.49% Jan 6, 2026 - Jan 8, 2026 |
| #7 | -4.05% Aug 30, 2024 - Sep 19, 2024 | N/A |
| #8 | -3.36% Jun 2, 2026 - Jun 5, 2026 | N/A |
| #9 | -3.23% Oct 19, 2023 - Nov 2, 2023 | N/A |
| #10 | -3.10% Oct 6, 2025 - Oct 20, 2025 | N/A |
| #11 | -2.79% Jul 23, 2025 - Aug 12, 2025 | N/A |
| #12 | -2.79% Oct 14, 2024 - Nov 6, 2024 | N/A |
| #13 | -2.54% Nov 7, 2024 - Nov 29, 2024 | N/A |
| #14 | -2.45% Jan 27, 2026 - Feb 9, 2026 | N/A |
| #15 | -2.37% Dec 28, 2023 - Jan 24, 2024 | N/A |
Correlation
Correlation between ITDI and VDIG is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2023 - 2025)
ITDI vs VDIG dividend yield comparison.
| Year | ITDI | VDIG |
|---|---|---|
| 2025 | 1.63% | 0.13% |
| 2024 | 1.68% | 0.00% |
| 2023 | 0.84% | 0.00% |
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