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HYBX vs ITDH

Comparison between TCW High Yield Bond ETF (HYBX, ETF) and ISHARES LIFEPATH TARGET DATE 2060 ETF (ITDH, ETF).

HYBX vs ITDH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
HYBX
$33M
ITDH
$32M
Expense Ratio
HYBX
0.50%
Winner
ITDH
0.12%
Max Drawdown
Winner
HYBX
5.48%
ITDH
16.44%
Sharpe Ratio
HYBX
0.27
Winner
ITDH
1.51
5Y Beta
Winner
HYBX
0.16
ITDH
0.89

HYBX vs ITDH - Holdings Comparison

HYBX and ITDH have 0 common holdings. Overlap is 0.00%

HYBX's top 25 holdings weight is 0.02%. ITDH's top 25 holdings weight is 99.85%.

RankHYBXITDH
#1
TCW FDS (TGCXX) - 0.02%
ISHARES RUSSELL 1000 ETF (IWB) - 56.19%
#2N/A
ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 25.51%
#3N/A
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 12.61%
#4N/A
ISHARES RUSSELL 2000 ETF (IWM) - 3.70%
#5N/A
ISHARES CORE US REIT ETF (USRT) - 0.97%
#6N/A
ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 0.87%
#7N/AN/A
#8N/AN/A
#9N/AN/A
#10N/AN/A
#11N/AN/A
#12N/AN/A
#13N/AN/A
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings16

HYBX vs ITDH - Historical Returns

Returns include dividend reinvestment.

1M
HYBX
-0.17%
Winner
ITDH
+1.03%
3M
HYBX
+0.55%
Winner
ITDH
+7.18%
6M
HYBX
+1.87%
Winner
ITDH
+9.84%
1Y
HYBX
+5.33%
Winner
ITDH
+25.71%
Max(CAGR)
HYBX
+5.17%
Winner
ITDH
+23.82%

HYBX vs ITDH - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearHYBXITDH
2026+1.12%+8.45%
2025+6.16%+21.94%
2024-0.26%+17.59%
2023N/A+12.83%

HYBX vs ITDH Drawdown Comparison

The maximum drawdown for HYBX was -3.92%, occurring on Apr 8, 2025. Recovery took 50 trading sessions.

The maximum drawdown for ITDH was -16.25%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.

The current HYBX drawdown is -0.93%. The current ITDH drawdown is -3.38%.

RankHYBXITDH
#1-3.92%
Feb 28, 2025 - May 12, 2025
-16.25%
Feb 18, 2025 - May 19, 2025
#2-2.15%
Jan 27, 2026 - Apr 8, 2026
-9.64%
Feb 25, 2026 - Apr 16, 2026
#3-1.76%
Oct 28, 2025 - Dec 19, 2025
-8.19%
Jul 16, 2024 - Aug 23, 2024
#4-1.72%
Dec 6, 2024 - Jan 24, 2025
-5.16%
Mar 28, 2024 - May 14, 2024
#5-1.49%
Aug 13, 2025 - Sep 2, 2025
-4.93%
Oct 28, 2025 - Dec 10, 2025
#6-1.48%
Sep 23, 2025 - Oct 28, 2025
-4.88%
Dec 6, 2024 - Feb 6, 2025
#7-1.38%
Dec 19, 2025 - Dec 23, 2025
-4.03%
Aug 30, 2024 - Sep 19, 2024
#8-1.38%
Apr 27, 2026 - May 19, 2026
-3.38%
Jun 2, 2026 - Jun 5, 2026
#9-0.85%
Nov 18, 2024 - Dec 3, 2024
-3.23%
Oct 19, 2023 - Nov 2, 2023
#10-0.84%
May 20, 2025 - May 28, 2025
-3.10%
Oct 6, 2025 - Oct 20, 2025
#11-0.81%
Jan 20, 2026 - Jan 27, 2026
-2.82%
Oct 14, 2024 - Nov 6, 2024
#12-0.72%
Jul 9, 2025 - Jul 21, 2025
-2.80%
Jul 23, 2025 - Aug 12, 2025
#13-0.69%
Jul 23, 2025 - Aug 11, 2025
-2.45%
Jan 27, 2026 - Feb 9, 2026
#14-0.68%
Sep 5, 2025 - Sep 18, 2025
-2.44%
Nov 7, 2024 - Nov 29, 2024
#15-0.66%
Dec 24, 2025 - Jan 2, 2026
-2.37%
Dec 28, 2023 - Jan 24, 2024

Correlation

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

0.97
-101

Dividend Comparison (2023 - 2026)

HYBX vs ITDH dividend yield comparison.

YearHYBXITDH
20263.21%0.00%
20257.82%1.60%
20241.08%1.66%
20230.00%0.84%

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