DVND vs IRTR
Comparison between TOUCHSTONE DIVIDEND SELECT ETF (DVND, ETF) and ISHARES LIFEPATH RETIREMENT ETF (IRTR, ETF).
DVND vs IRTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DVND
$53M
IRTR
$53M
Expense Ratio
DVND
0.50%
Winner
IRTR
0.08%
Max Drawdown
DVND
15.05%
Winner
IRTR
7.47%
Sharpe Ratio
Winner
DVND
1.57
IRTR
1.39
5Y Beta
DVND
0.72
Winner
IRTR
0.36
P/E Ratio
DVND
22.72
IRTR
N/A
Forward P/E
DVND
18.47
IRTR
N/A
PEG Ratio
DVND
0.62
IRTR
N/A
5Y EPS CAGR
DVND
9.94%
IRTR
N/A
Debt to Equity
DVND
-6.91%
IRTR
N/A
P/S Ratio
DVND
2.64
IRTR
N/A
P/B Ratio
DVND
3.84
IRTR
N/A
DVND vs IRTR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DVND
+2.83%
IRTR
+0.77%
3M
Winner
DVND
+8.31%
IRTR
+4.72%
6M
Winner
DVND
+10.04%
IRTR
+5.34%
1Y
Winner
DVND
+21.22%
IRTR
+12.55%
Max(CAGR)
Winner
DVND
+13.97%
IRTR
+13.75%
DVND vs IRTR - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | DVND | IRTR |
|---|---|---|
| 2026 | +9.99% | +4.63% |
| 2025 | +16.54% | +12.80% |
| 2024 | +11.44% | +8.21% |
| 2023 | +13.97% | +10.63% |
| 2022 | +1.23% | N/A |
DVND vs IRTR Drawdown Comparison
The maximum drawdown for DVND was -14.84%, occurring on Oct 12, 2022. Recovery took 69 trading sessions.
The maximum drawdown for IRTR was -6.29%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.
The current DVND drawdown is -0.09%. The current IRTR drawdown is -0.68%.
| Rank | DVND | IRTR |
|---|---|---|
| #1 | -14.84% Aug 16, 2022 - Nov 22, 2022 | -6.29% Feb 26, 2025 - May 13, 2025 |
| #2 | -14.64% Feb 20, 2025 - Jun 12, 2025 | -4.82% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -9.72% Aug 1, 2023 - Dec 11, 2023 | -3.76% Dec 6, 2024 - Feb 26, 2025 |
| #4 | -7.80% Feb 11, 2026 - May 6, 2026 | -3.38% Mar 28, 2024 - May 15, 2024 |
| #5 | -6.81% Feb 13, 2023 - Jun 13, 2023 | -2.41% Sep 27, 2024 - Nov 29, 2024 |
| #6 | -5.96% Nov 29, 2024 - Feb 13, 2025 | -2.39% Oct 28, 2025 - Dec 23, 2025 |
| #7 | -5.16% Mar 28, 2024 - Jun 17, 2024 | -2.25% Jul 16, 2024 - Aug 15, 2024 |
| #8 | -5.04% Jul 31, 2024 - Aug 21, 2024 | -1.91% Jun 2, 2026 - Jun 10, 2026 |
| #9 | -4.50% Nov 30, 2022 - Jan 13, 2023 | -1.82% Dec 27, 2023 - Feb 1, 2024 |
| #10 | -4.50% Oct 27, 2025 - Dec 10, 2025 | -1.53% May 15, 2024 - Jun 5, 2024 |
| #11 | -3.41% Oct 14, 2024 - Nov 25, 2024 | -1.50% Feb 1, 2024 - Feb 23, 2024 |
| #12 | -3.06% Jan 13, 2023 - Jan 26, 2023 | -1.44% May 6, 2026 - May 26, 2026 |
| #13 | -3.04% Oct 3, 2025 - Oct 20, 2025 | -1.09% Oct 24, 2023 - Nov 1, 2023 |
| #14 | -2.87% Jul 23, 2025 - Aug 13, 2025 | -1.02% Jan 15, 2026 - Jan 26, 2026 |
| #15 | -2.74% Aug 30, 2024 - Sep 13, 2024 | -1.01% Oct 8, 2025 - Oct 17, 2025 |
Correlation
Correlation between DVND and IRTR is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2022 - 2026)
DVND vs IRTR dividend yield comparison.
| Year | DVND | IRTR |
|---|---|---|
| 2026 | 0.43% | 1.03% |
| 2025 | 1.93% | 3.03% |
| 2024 | 2.06% | 3.03% |
| 2023 | 2.05% | 0.85% |
| 2022 | 0.71% | 0.00% |
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