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AVOS vs ITDC

Comparison between AVOS GLOBAL EQUITIES ETF (AVOS, ETF) and ISHARES LIFEPATH TARGET DATE 2035 ETF (ITDC, ETF).

AVOS vs ITDC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AVOS
$108M
Winner
ITDC
$109M
Expense Ratio
AVOS
0.64%
Winner
ITDC
0.10%
Max Drawdown
Winner
AVOS
4.66%
ITDC
11.88%
Sharpe Ratio
Winner
AVOS
1.46
ITDC
1.20
5Y Beta
AVOS
1.01
Winner
ITDC
0.58

AVOS vs ITDC - Holdings Comparison

AVOS and ITDC have 1 common holdings. Overlap is 4.57%

AVOS's top 25 holdings weight is 65.99%. ITDC's top 25 holdings weight is 99.83%.

RankAVOSITDC
#1
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 18.10%
ISHARES RUSSELL 1000 ETF (IWB) - 38.97%
#2
VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 5.19%
ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 16.02%
#3
WISDOMTREE EMERGING MARKETS SMCP DIV ETF (DGS) - 4.96%
ISHARES US TREASURY BOND ETF (GOVT) - 14.06%
#4
WISDOMTREE EMERGING MARKETS HIGH DIV ETF (DEM) - 4.90%
ISHARES MBS ETF (MBB) - 7.97%
#5
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 4.57%
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 7.55%
#6
ISHARES MSCI BRAZIL ETF (EWZ) - 2.90%
ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 3.42%
#7
ISHARES MSCI TAIWAN ETF (EWT) - 2.58%
ISHARES 1-5 YEAR INVMT GRD CORP BD ETF (IGSB) - 3.35%
#8
CAMECO CORP (n/a) - 2.37%
ISHARES CORE US REIT ETF (USRT) - 2.30%
#9
ISHARES MSCI SOUTH KOREA ETF (EWY) - 1.90%
ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 2.26%
#10
ISHARES CORE S&P 500 ETF (IVV) - 1.61%
ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) - 1.84%
#11
APPLE INC (AAPL) - 1.44%
ISHARES RUSSELL 2000 ETF (IWM) - 1.50%
#12
JPMORGAN BETABUILDERS JAPAN ETF (BBJP) - 1.41%
ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 0.39%
#13
ISHARES MSCI CHINA ETF (MCHI) - 1.39%
ISHARES 10-20 YEAR TREASURY BOND ETF (TLH) - 0.20%
#14
VANGUARD TOTAL WORLD STOCK ETF (VT) - 1.33%
N/A
#15
BARRICK MINING CORP (n/a) - 1.21%
N/A
#16
OTHER ASSETS AND LIABILITIES (n/a) - 1.15%
N/A
#17
VANGUARD TOTAL STOCK MARKET ETF (VTI) - 1.14%
N/A
#18
ALPHABET INC CLASS A (GOOGL) - 1.08%
N/A
#19
VALERO ENERGY CORP (VLO) - 1.07%
N/A
#20
MICROSOFT CORP (MSFT) - 1.05%
N/A
#21
ASML HOLDING NV ADR (ASML) - 0.99%
N/A
#22
SLB LTD (SLB) - 0.98%
N/A
#23
RANGE RESOURCES CORP (RRC) - 0.93%
N/A
#24
ASTRAZENECA PLC (AZN) - 0.91%
N/A
#25
HSBC HOLDINGS PLC (n/a) - 0.83%
N/A
Total Holdings37413

AVOS vs ITDC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AVOS
+4.74%
ITDC
+2.51%
3M
Winner
AVOS
+4.21%
ITDC
+2.35%
6M
Winner
AVOS
+12.92%
ITDC
+5.22%
1Y
AVOS
N/A
ITDC
+14.55%
Max(CAGR)
Winner
AVOS
+29.63%
ITDC
+17.62%

AVOS vs ITDC - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearAVOSITDC
2026+12.92%+8.64%
2025N/A+16.25%
2024N/A+12.15%
2023N/A+12.40%

AVOS vs ITDC Drawdown Comparison

The maximum drawdown for AVOS was -4.66%, occurring on Mar 30, 2026. Recovery took 19 trading sessions.

The maximum drawdown for ITDC was -10.39%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The current AVOS drawdown is -0.02%. The current ITDC drawdown is -0.89%.

RankAVOSITDC
#1-4.66%
Mar 11, 2026 - Apr 8, 2026
-10.39%
Feb 20, 2025 - May 15, 2025
#2-3.85%
Jun 2, 2026 - Jul 6, 2026
-6.63%
Feb 25, 2026 - Apr 17, 2026
#3-3.07%
May 6, 2026 - Jun 2, 2026
-4.53%
Jul 16, 2024 - Aug 19, 2024
#4-2.98%
Apr 17, 2026 - May 6, 2026
-4.51%
Dec 6, 2024 - Feb 13, 2025
#5-2.34%
Jul 6, 2026 - Aug 3, 2026
-4.33%
Mar 28, 2024 - May 14, 2024
#6-0.89%
Aug 14, 2026 - Aug 21, 2026
-3.28%
Oct 27, 2025 - Dec 11, 2025
#7-0.31%
Aug 10, 2026 - Aug 13, 2026
-2.78%
Jun 2, 2026 - Jul 6, 2026
#8-0.23%
Aug 4, 2026 - Aug 7, 2026
-2.45%
Jul 6, 2026 - Aug 4, 2026
#9-0.02%
Aug 21, 2026 - Aug 24, 2026
-2.37%
Sep 26, 2024 - Nov 7, 2024
#10N/A-2.22%
Aug 23, 2024 - Sep 13, 2024
#11N/A-2.15%
Dec 27, 2023 - Jan 29, 2024
#12N/A-1.90%
Oct 8, 2025 - Oct 20, 2025
#13N/A-1.88%
Nov 7, 2024 - Nov 26, 2024
#14N/A-1.86%
Oct 24, 2023 - Nov 1, 2023
#15N/A-1.82%
May 14, 2026 - May 26, 2026

Correlation

Correlation between AVOS and ITDC is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

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