CATF vs ITDF
Comparison between AMERICAN CENTURY CALIFORNIA MUNICIPAL BOND ETF (CATF, ETF) and ISHARES LIFEPATH TARGET DATE 2050 ETF (ITDF, ETF).
CATF vs ITDF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CATF
$83M
ITDF
$83M
Expense Ratio
CATF
0.27%
Winner
ITDF
0.11%
Max Drawdown
Winner
CATF
6.21%
ITDF
16.09%
Sharpe Ratio
CATF
0.96
Winner
ITDF
1.29
5Y Beta
Winner
CATF
0.03
ITDF
0.85
CATF vs ITDF - Historical Returns
Returns include dividend reinvestment.
1M
CATF
-1.13%
Winner
ITDF
-0.60%
3M
CATF
-0.29%
Winner
ITDF
+5.13%
6M
CATF
+0.34%
Winner
ITDF
+8.63%
1Y
CATF
+6.73%
Winner
ITDF
+21.25%
Max(CAGR)
CATF
+2.81%
Winner
ITDF
+22.78%
CATF vs ITDF - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CATF | ITDF |
|---|---|---|
| 2026 | +1.04% | +10.39% |
| 2025 | +3.52% | +21.12% |
| 2024 | +0.66% | +17.13% |
| 2023 | N/A | +12.92% |
CATF vs ITDF Drawdown Comparison
The maximum drawdown for CATF was -4.83%, occurring on Apr 11, 2025. Recovery took 189 trading sessions.
The maximum drawdown for ITDF was -15.67%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The current CATF drawdown is -1.27%. The current ITDF drawdown is -1.18%.
| Rank | CATF | ITDF |
|---|---|---|
| #1 | -4.83% Dec 6, 2024 - Sep 11, 2025 | -15.67% Feb 18, 2025 - May 19, 2025 |
| #2 | -2.77% Feb 27, 2026 - Mar 27, 2026 | -9.32% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -2.32% Oct 1, 2024 - Dec 2, 2024 | -7.71% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -0.83% Aug 2, 2024 - Sep 6, 2024 | -5.12% Mar 28, 2024 - May 14, 2024 |
| #5 | -0.76% Sep 16, 2025 - Oct 13, 2025 | -5.00% Dec 6, 2024 - Feb 13, 2025 |
| #6 | -0.60% Nov 28, 2025 - Jan 6, 2026 | -4.74% Oct 27, 2025 - Dec 10, 2025 |
| #7 | -0.57% Oct 27, 2025 - Nov 26, 2025 | -4.01% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -0.38% Jul 18, 2024 - Jul 29, 2024 | -3.72% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -0.33% Jan 15, 2026 - Jan 21, 2026 | -3.10% Oct 19, 2023 - Nov 2, 2023 |
| #10 | -0.23% Feb 10, 2026 - Feb 12, 2026 | -2.85% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -0.17% Sep 16, 2024 - Sep 27, 2024 | -2.76% Oct 14, 2024 - Nov 7, 2024 |
| #12 | -0.15% Dec 2, 2024 - Dec 4, 2024 | -2.66% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -0.14% Jan 21, 2026 - Jan 29, 2026 | -2.49% Nov 7, 2024 - Nov 29, 2024 |
| #14 | -0.12% Feb 5, 2026 - Feb 9, 2026 | -2.37% Dec 28, 2023 - Jan 25, 2024 |
| #15 | -0.10% Sep 27, 2024 - Oct 1, 2024 | -2.24% Jan 27, 2026 - Feb 9, 2026 |
Correlation
Correlation between CATF and ITDF is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2023 - 2026)
CATF vs ITDF dividend yield comparison.
| Year | CATF | ITDF |
|---|---|---|
| 2026 | 1.83% | 0.00% |
| 2025 | 3.40% | 1.65% |
| 2024 | 1.32% | 1.55% |
| 2023 | 0.00% | 0.85% |
Select Stocks to Compare
Popular: CATF vs SPYITDF vs SPY
More Comparisons
Compare with similar stocks