IRTR vs DVND

Comparison between ISHARES LIFEPATH RETIREMENT ETF (IRTR, ETF) and TOUCHSTONE DIVIDEND SELECT ETF (DVND, ETF).

IRTR vs DVND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IRTR(ETF)	DVND(ETF)
Net Assets	$53M	$53M
Expense Ratio	0.08%	0.50%
Max Drawdown	7.47%	15.05%
Sharpe Ratio	1.39	1.57
5Y Beta	0.36	0.72
P/E Ratio	N/A	22.72
Forward P/E	N/A	18.47
PEG Ratio	N/A	0.62
5Y EPS CAGR	N/A	9.94%
Debt to Equity	N/A	-6.91%
P/S Ratio	N/A	2.64
P/B Ratio	N/A	3.84

Net Assets

IRTR

$53M

Winner

DVND

$53M

Expense Ratio

Winner

IRTR

0.08%

DVND

0.50%

Max Drawdown

Winner

IRTR

7.47%

DVND

15.05%

Sharpe Ratio

IRTR

1.39

Winner

DVND

1.57

5Y Beta

Winner

IRTR

0.36

DVND

0.72

P/E Ratio

IRTR

N/A

DVND

22.72

Forward P/E

IRTR

N/A

DVND

18.47

PEG Ratio

IRTR

N/A

DVND

0.62

5Y EPS CAGR

IRTR

N/A

DVND

9.94%

Debt to Equity

IRTR

N/A

DVND

-6.91%

P/S Ratio

IRTR

N/A

DVND

2.64

P/B Ratio

IRTR

N/A

DVND

3.84

IRTR vs DVND - Historical Returns

Returns include dividend reinvestment.

Period	IRTR	DVND
1 month	+0.77%	+2.83%
3 months	+4.72%	+8.31%
6 months	+5.34%	+10.04%
1 year	+12.55%	+21.22%
Max(CAGR)	+13.75%	+13.97%

IRTR

+0.77%

Winner

DVND

+2.83%

IRTR

+4.72%

Winner

DVND

+8.31%

IRTR

+5.34%

Winner

DVND

+10.04%

IRTR

+12.55%

Winner

DVND

+21.22%

Max(CAGR)

IRTR

+13.75%

Winner

DVND

+13.97%

IRTR vs DVND - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	IRTR	DVND
2026	+4.63%	+9.99%
2025	+12.80%	+16.54%
2024	+8.21%	+11.44%
2023	+10.63%	+13.97%
2022	N/A	+1.23%

IRTR vs DVND Drawdown Comparison

The maximum drawdown for IRTR was -6.29%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.

The maximum drawdown for DVND was -14.84%, occurring on Oct 12, 2022. Recovery took 69 trading sessions.

The current IRTR drawdown is -0.68%. The current DVND drawdown is -0.09%.

Rank	IRTR	DVND
#1	-6.29% Feb 26, 2025 - May 13, 2025	-14.84% Aug 16, 2022 - Nov 22, 2022
#2	-4.82% Feb 25, 2026 - Apr 17, 2026	-14.64% Feb 20, 2025 - Jun 12, 2025
#3	-3.76% Dec 6, 2024 - Feb 26, 2025	-9.72% Aug 1, 2023 - Dec 11, 2023
#4	-3.38% Mar 28, 2024 - May 15, 2024	-7.80% Feb 11, 2026 - May 6, 2026
#5	-2.41% Sep 27, 2024 - Nov 29, 2024	-6.81% Feb 13, 2023 - Jun 13, 2023
#6	-2.39% Oct 28, 2025 - Dec 23, 2025	-5.96% Nov 29, 2024 - Feb 13, 2025
#7	-2.25% Jul 16, 2024 - Aug 15, 2024	-5.16% Mar 28, 2024 - Jun 17, 2024
#8	-1.91% Jun 2, 2026 - Jun 10, 2026	-5.04% Jul 31, 2024 - Aug 21, 2024
#9	-1.82% Dec 27, 2023 - Feb 1, 2024	-4.50% Nov 30, 2022 - Jan 13, 2023
#10	-1.53% May 15, 2024 - Jun 5, 2024	-4.50% Oct 27, 2025 - Dec 10, 2025
#11	-1.50% Feb 1, 2024 - Feb 23, 2024	-3.41% Oct 14, 2024 - Nov 25, 2024
#12	-1.44% May 6, 2026 - May 26, 2026	-3.06% Jan 13, 2023 - Jan 26, 2023
#13	-1.09% Oct 24, 2023 - Nov 1, 2023	-3.04% Oct 3, 2025 - Oct 20, 2025
#14	-1.02% Jan 15, 2026 - Jan 26, 2026	-2.87% Jul 23, 2025 - Aug 13, 2025
#15	-1.01% Oct 8, 2025 - Oct 17, 2025	-2.74% Aug 30, 2024 - Sep 13, 2024