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ESLV vs ITDJ

Comparison between EVENTIDE LARGE CAP VALUE ETF (ESLV, ETF) and ISHARES LIFEPATH TARGET DATE 2070 ETF (ITDJ, ETF).

ESLV vs ITDJ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ESLV
$12M
Winner
ITDJ
$12M
Expense Ratio
ESLV
0.39%
Winner
ITDJ
0.12%
Max Drawdown
Winner
ESLV
5.65%
ITDJ
16.63%
Sharpe Ratio
ESLV
1.36
Winner
ITDJ
1.51
5Y Beta
Winner
ESLV
0.46
ITDJ
0.90
P/E Ratio
ESLV
23.21
ITDJ
N/A
Forward P/E
ESLV
17.83
ITDJ
N/A
PEG Ratio
ESLV
0.27
ITDJ
N/A
5Y EPS CAGR
ESLV
14.98%
ITDJ
N/A
Debt to Equity
ESLV
33.82%
ITDJ
N/A
P/S Ratio
ESLV
3.29
ITDJ
N/A
P/B Ratio
ESLV
3.66
ITDJ
N/A

ESLV vs ITDJ - Holdings Comparison

ESLV and ITDJ have 0 common holdings. Overlap is 0.00%

ESLV's top 25 holdings weight is 50.47%. ITDJ's top 25 holdings weight is 99.86%.

RankESLVITDJ
#1
EXXON MOBIL CORP (XOM) - 5.17%
ISHARES RUSSELL 1000 ETF (IWB) - 56.20%
#2
THE HOME DEPOT INC (HD) - 2.74%
ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 25.51%
#3
DUKE ENERGY CORP (DUK) - 2.51%
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 12.61%
#4
CONOCOPHILLIPS (COP) - 2.48%
ISHARES RUSSELL 2000 ETF (IWM) - 3.70%
#5
UNION PACIFIC CORP (UNP) - 2.47%
ISHARES CORE US REIT ETF (USRT) - 0.97%
#6
MEDTRONIC PLC (MDT) - 2.42%
ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 0.87%
#7
PROGRESSIVE CORP (PGR) - 2.29%
N/A
#8
AMGEN INC (AMGN) - 2.22%
N/A
#9
SOUTHERN CO (SO) - 2.09%
N/A
#10
AMERICAN EXPRESS CO (AXP) - 2.08%
N/A
#11
LOWE'S COMPANIES INC (LOW) - 2.03%
N/A
#12
EOG RESOURCES INC (EOG) - 1.86%
N/A
#13
AMERICAN TOWER CORP (AMT) - 1.83%
N/A
#14
QUALCOMM INC (QCOM) - 1.72%
N/A
#15
NEXTERA ENERGY INC (NEE) - 1.71%
N/A
#16
MICRON TECHNOLOGY INC (MU) - 1.69%
N/A
#17
AUTOMATIC DATA PROCESSING INC (ADP) - 1.68%
N/A
#18
PROLOGIS INC (PLD) - 1.67%
N/A
#19
LINDE PLC (LIN) - 1.65%
N/A
#20
KLA CORP (KLAC) - 1.49%
N/A
#21
STRYKER CORP (SYK) - 1.48%
N/A
#22
GARMIN LTD (GRMN) - 1.38%
N/A
#23
WASTE MANAGEMENT INC (WM) - 1.28%
N/A
#24
AFLAC INC (AFL) - 1.27%
N/A
#25
MOODYS CORP (MCO) - 1.26%
N/A
Total Holdings1196

ESLV vs ITDJ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ESLV
+2.59%
ITDJ
+1.03%
3M
ESLV
+3.68%
Winner
ITDJ
+7.18%
6M
Winner
ESLV
+11.09%
ITDJ
+9.83%
1Y
ESLV
N/A
ITDJ
+25.70%
Max(CAGR)
ESLV
+17.87%
Winner
ITDJ
+18.92%

ESLV vs ITDJ - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearESLVITDJ
2026+9.40%+8.59%
2025+1.44%+22.18%
2024N/A-1.71%

ESLV vs ITDJ Drawdown Comparison

The maximum drawdown for ESLV was -5.65%, occurring on Mar 20, 2026. Recovery took 57 trading sessions.

The maximum drawdown for ITDJ was -16.63%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.

The current ESLV drawdown is -0.86%. The current ITDJ drawdown is -3.36%.

RankESLVITDJ
#1-5.65%
Mar 2, 2026 - May 21, 2026
-16.63%
Feb 18, 2025 - May 19, 2025
#2-3.92%
Oct 3, 2025 - Nov 28, 2025
-9.65%
Feb 25, 2026 - Apr 16, 2026
#3-1.54%
Dec 3, 2025 - Dec 11, 2025
-4.94%
Dec 6, 2024 - Feb 6, 2025
#4-1.18%
Jan 16, 2026 - Jan 21, 2026
-4.94%
Oct 28, 2025 - Dec 10, 2025
#5-1.01%
Dec 11, 2025 - Dec 23, 2025
-3.36%
Jun 2, 2026 - Jun 5, 2026
#6-0.86%
Jun 4, 2026 - Jun 5, 2026
-3.12%
Oct 6, 2025 - Oct 20, 2025
#7-0.81%
Jan 6, 2026 - Jan 8, 2026
-2.80%
Jul 23, 2025 - Aug 12, 2025
#8-0.74%
Dec 29, 2025 - Jan 2, 2026
-2.45%
Jan 27, 2026 - Feb 9, 2026
#9-0.62%
Feb 11, 2026 - Feb 18, 2026
-2.26%
May 14, 2026 - May 26, 2026
#10-0.58%
Feb 20, 2026 - Feb 26, 2026
-2.25%
Dec 11, 2025 - Dec 23, 2025
#11-0.53%
Nov 28, 2025 - Dec 3, 2025
-1.83%
Jan 12, 2026 - Jan 23, 2026
#12-0.52%
Feb 4, 2026 - Feb 6, 2026
-1.69%
May 19, 2025 - Jun 2, 2025
#13-0.36%
May 26, 2026 - Jun 2, 2026
-1.63%
Jun 12, 2025 - Jun 24, 2025
#14-0.22%
Jan 22, 2026 - Jan 26, 2026
-1.42%
Sep 22, 2025 - Oct 1, 2025
#15-0.21%
Feb 18, 2026 - Feb 20, 2026
-1.41%
Apr 17, 2026 - Apr 30, 2026

Correlation

Correlation between ESLV and ITDJ is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2024 - 2026)

ESLV vs ITDJ dividend yield comparison.

YearESLVITDJ
20260.22%0.00%
20250.32%1.40%
20240.00%0.82%

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