IRTR vs FEBU

Comparison between ISHARES LIFEPATH RETIREMENT ETF (IRTR, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED FEB ETF (FEBU, ETF).

IRTR vs FEBU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IRTR(ETF)	FEBU(ETF)
Net Assets	$53M	$53M
Expense Ratio	0.08%	0.74%
Max Drawdown	7.47%	11.73%
Sharpe Ratio	1.38	1.33
5Y Beta	0.36	0.62

Net Assets

Winner

IRTR

$53M

FEBU

$53M

Expense Ratio

Winner

IRTR

0.08%

FEBU

0.74%

Max Drawdown

Winner

IRTR

7.47%

FEBU

11.73%

Sharpe Ratio

Winner

IRTR

1.38

FEBU

1.33

5Y Beta

Winner

IRTR

0.36

FEBU

0.62

IRTR vs FEBU - Historical Returns

Returns include dividend reinvestment.

Period	IRTR	FEBU
1 month	+1.93%	+1.43%
3 months	+4.97%	+9.21%
6 months	+6.03%	+8.36%
1 year	+13.71%	+18.88%
Max(CAGR)	+13.98%	+13.83%

Winner

IRTR

+1.93%

FEBU

+1.43%

IRTR

+4.97%

Winner

FEBU

+9.21%

IRTR

+6.03%

Winner

FEBU

+8.36%

IRTR

+13.71%

Winner

FEBU

+18.88%

Max(CAGR)

Winner

IRTR

+13.98%

FEBU

+13.83%

IRTR vs FEBU - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	IRTR	FEBU
2026	+5.30%	+8.03%
2025	+12.80%	+10.43%
2024	+8.21%	N/A
2023	+10.63%	N/A

IRTR vs FEBU Drawdown Comparison

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

The maximum drawdown for FEBU was -11.73%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The current IRTR drawdown is -0.05%. The current FEBU drawdown is -0.75%.

Rank	IRTR	FEBU
#1	-6.29% Feb 26, 2025 - May 13, 2025	-11.73% Feb 19, 2025 - Jun 27, 2025
#2	-4.82% Feb 25, 2026 - Apr 17, 2026	-5.99% Jan 12, 2026 - Apr 15, 2026
#3	-3.76% Dec 6, 2024 - Feb 26, 2025	-4.75% Oct 27, 2025 - Jan 6, 2026
#4	-3.38% Mar 28, 2024 - May 15, 2024	-3.55% Jun 2, 2026 - Jun 10, 2026
#5	-2.41% Sep 27, 2024 - Nov 29, 2024	-2.44% Oct 8, 2025 - Oct 24, 2025
#6	-2.39% Oct 28, 2025 - Dec 23, 2025	-1.81% Jul 25, 2025 - Aug 8, 2025
#7	-2.25% Jul 16, 2024 - Aug 15, 2024	-1.76% May 14, 2026 - May 26, 2026
#8	-1.91% Jun 2, 2026 - Jun 10, 2026	-1.25% Aug 14, 2025 - Aug 27, 2025
#9	-1.82% Dec 27, 2023 - Feb 1, 2024	-1.17% Sep 22, 2025 - Oct 1, 2025
#10	-1.53% May 15, 2024 - Jun 5, 2024	-1.11% Aug 28, 2025 - Sep 9, 2025
#11	-1.50% Feb 1, 2024 - Feb 23, 2024	-0.70% Jul 3, 2025 - Jul 10, 2025
#12	-1.44% May 6, 2026 - May 26, 2026	-0.67% Feb 6, 2025 - Feb 13, 2025
#13	-1.09% Oct 24, 2023 - Nov 1, 2023	-0.59% Apr 17, 2026 - Apr 22, 2026
#14	-1.02% Jan 15, 2026 - Jan 26, 2026	-0.58% Jul 10, 2025 - Jul 17, 2025
#15	-1.01% Oct 8, 2025 - Oct 17, 2025	-0.57% May 6, 2026 - May 8, 2026