IIGD vs ITDI
Comparison between INVESCO INVESTMENT GRADE DEFENSIVE ETF (IIGD, ETF) and ISHARES LIFEPATH TARGET DATE 2065 ETF (ITDI, ETF).
IIGD vs ITDI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IIGD
$27M
ITDI
$27M
Expense Ratio
IIGD
0.13%
Winner
ITDI
0.12%
Max Drawdown
Winner
IIGD
15.67%
ITDI
16.63%
Sharpe Ratio
IIGD
-0.26
Winner
ITDI
1.29
5Y Beta
Winner
IIGD
0.03
ITDI
0.89
5Y Dividends CAGR
IIGD
7.48%
ITDI
N/A
IIGD vs ITDI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IIGD
+0.08%
ITDI
-0.69%
3M
IIGD
-0.31%
Winner
ITDI
+5.51%
6M
IIGD
+0.14%
Winner
ITDI
+9.14%
1Y
IIGD
+3.03%
Winner
ITDI
+22.27%
5Y(CAGR)
IIGD
+1.56%
ITDI
N/A
Max(CAGR)
IIGD
+2.78%
Winner
ITDI
+23.57%
IIGD vs ITDI - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IIGD | ITDI |
|---|---|---|
| 2026 | +0.21% | +10.95% |
| 2025 | +7.08% | +22.16% |
| 2024 | +4.25% | +17.72% |
| 2023 | +5.54% | +12.83% |
| 2022 | -7.06% | N/A |
| 2021 | -1.31% | N/A |
| 2020 | +6.26% | N/A |
| 2019 | +7.32% | N/A |
| 2018 | +0.86% | N/A |
IIGD vs ITDI Drawdown Comparison
The maximum drawdown for IIGD was -11.43%, occurring on Oct 20, 2022. Recovery took 762 trading sessions.
The maximum drawdown for ITDI was -16.31%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The current IIGD drawdown is -0.84%. The current ITDI drawdown is -1.26%.
| Rank | IIGD | ITDI |
|---|---|---|
| #1 | -11.43% Aug 3, 2021 - Aug 14, 2024 | -16.31% Feb 18, 2025 - May 19, 2025 |
| #2 | -8.58% Mar 4, 2020 - Apr 24, 2020 | -9.60% Feb 25, 2026 - Apr 16, 2026 |
| #3 | -1.97% Sep 24, 2024 - Feb 25, 2025 | -8.08% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -1.67% Feb 27, 2026 - Mar 26, 2026 | -5.14% Mar 28, 2024 - May 14, 2024 |
| #5 | -1.65% Dec 31, 2020 - Aug 2, 2021 | -4.94% Oct 28, 2025 - Dec 10, 2025 |
| #6 | -1.59% Apr 3, 2025 - Apr 25, 2025 | -4.92% Dec 6, 2024 - Feb 6, 2025 |
| #7 | -1.33% Sep 3, 2019 - Oct 2, 2019 | -4.39% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -0.94% Oct 3, 2019 - Jan 21, 2020 | -4.05% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -0.87% Apr 30, 2025 - May 30, 2025 | -3.23% Oct 19, 2023 - Nov 2, 2023 |
| #10 | -0.80% Aug 4, 2020 - Dec 24, 2020 | -3.10% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -0.58% Oct 22, 2018 - Dec 14, 2018 | -2.79% Jul 23, 2025 - Aug 12, 2025 |
| #12 | -0.55% Jun 2, 2020 - Jun 18, 2020 | -2.79% Oct 14, 2024 - Nov 6, 2024 |
| #13 | -0.55% Jun 30, 2025 - Jul 22, 2025 | -2.54% Nov 7, 2024 - Nov 29, 2024 |
| #14 | -0.55% Mar 28, 2019 - May 7, 2019 | -2.45% Jan 27, 2026 - Feb 9, 2026 |
| #15 | -0.52% Oct 21, 2025 - Nov 24, 2025 | -2.37% Dec 28, 2023 - Jan 24, 2024 |
Correlation
Correlation between IIGD and ITDI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2018 - 2026)
IIGD vs ITDI dividend yield comparison.
| Year | IIGD | ITDI |
|---|---|---|
| 2026 | 2.46% | 0.00% |
| 2025 | 4.25% | 1.63% |
| 2024 | 4.13% | 1.68% |
| 2023 | 3.74% | 0.84% |
| 2022 | 1.73% | 0.00% |
| 2021 | 1.77% | 0.00% |
| 2020 | 3.21% | 0.00% |
| 2019 | 2.44% | 0.00% |
| 2018 | 1.23% | 0.00% |
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