IRTR vs SURE

Comparison between ISHARES LIFEPATH RETIREMENT ETF (IRTR, ETF) and ADVISORSHARES INSIDER ADVANTAGE ETF (SURE, ETF).

IRTR vs SURE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IRTR(ETF)	SURE(ETF)
Net Assets	$57M	$57M
Expense Ratio	0.08%	0.90%
Max Drawdown	7.47%	35.68%
Sharpe Ratio	1.08	1.61
5Y Beta	0.37	0.83
P/E Ratio	N/A	20.04
Forward P/E	N/A	16.72
5Y Dividends CAGR	N/A	20.56%
5Y EPS CAGR	N/A	17.51%
Debt to Equity	N/A	19.03%
P/S Ratio	N/A	2.08
P/B Ratio	N/A	4.06

Net Assets

IRTR

$57M

Winner

SURE

$57M

Expense Ratio

Winner

IRTR

0.08%

SURE

0.90%

Max Drawdown

Winner

IRTR

7.47%

SURE

35.68%

Sharpe Ratio

IRTR

1.08

Winner

SURE

1.61

5Y Beta

Winner

IRTR

0.37

SURE

0.83

P/E Ratio

IRTR

N/A

SURE

20.04

Forward P/E

IRTR

N/A

SURE

16.72

5Y Dividends CAGR

IRTR

N/A

SURE

20.56%

5Y EPS CAGR

IRTR

N/A

SURE

17.51%

Debt to Equity

IRTR

N/A

SURE

19.03%

P/S Ratio

IRTR

N/A

SURE

2.08

P/B Ratio

IRTR

N/A

SURE

4.06

IRTR vs SURE - Historical Returns

Returns include dividend reinvestment.

Period	IRTR	SURE
1 month	-0.44%	+2.76%
3 months	+1.95%	+9.23%
6 months	+3.85%	+12.12%
1 year	+10.57%	+27.74%
5 years(CAGR)	N/A	+10.72%
10 years(CAGR)	N/A	+11.15%
Max(CAGR)	+13.13%	+13.33%

IRTR

-0.44%

Winner

SURE

+2.76%

IRTR

+1.95%

Winner

SURE

+9.23%

IRTR

+3.85%

Winner

SURE

+12.12%

IRTR

+10.57%

Winner

SURE

+27.74%

5Y(CAGR)

IRTR

N/A

SURE

+10.72%

10Y(CAGR)

IRTR

N/A

SURE

+11.15%

Max(CAGR)

IRTR

+13.13%

Winner

SURE

+13.33%

IRTR vs SURE - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	IRTR	SURE
2026	+4.49%	+15.95%
2025	+12.80%	+11.05%
2024	+8.21%	+12.64%
2023	+10.63%	+25.16%
2022	N/A	-12.09%
2021	N/A	+25.01%
2020	N/A	+8.13%
2019	N/A	+27.58%
2018	N/A	-17.27%
2017	N/A	+12.02%
2016	N/A	+20.73%
2015	N/A	-1.33%
2014	N/A	+16.05%
2013	N/A	+39.47%
2012	N/A	+12.56%
2011	N/A	+12.49%

IRTR vs SURE Drawdown Comparison

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

The maximum drawdown for SURE was -35.68%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.

The current IRTR drawdown is -0.83%. The current SURE drawdown is -0.75%.

Rank	IRTR	SURE
#1	-6.29% Feb 26, 2025 - May 13, 2025	-35.68% Feb 12, 2020 - Nov 13, 2020
#2	-4.82% Feb 25, 2026 - Apr 17, 2026	-25.07% Jan 26, 2018 - Dec 18, 2019
#3	-3.76% Dec 6, 2024 - Feb 26, 2025	-23.75% Jan 14, 2022 - Jul 31, 2023
#4	-3.38% Mar 28, 2024 - May 15, 2024	-21.55% Nov 26, 2024 - Sep 11, 2025
#5	-2.41% Sep 27, 2024 - Nov 29, 2024	-15.94% May 21, 2015 - Aug 15, 2016
#6	-2.39% Oct 28, 2025 - Dec 23, 2025	-11.43% Sep 18, 2012 - Feb 7, 2013
#7	-2.25% Jul 16, 2024 - Aug 15, 2024	-9.83% Apr 2, 2012 - Aug 9, 2012
#8	-1.91% Jun 2, 2026 - Jul 6, 2026	-9.81% Aug 1, 2023 - Dec 1, 2023
#9	-1.82% Dec 27, 2023 - Feb 1, 2024	-9.39% Oct 28, 2011 - Jan 13, 2012
#10	-1.53% May 15, 2024 - Jun 5, 2024	-7.98% Jul 16, 2024 - Sep 19, 2024
#11	-1.50% Feb 1, 2024 - Feb 23, 2024	-7.32% Nov 5, 2021 - Jan 4, 2022
#12	-1.44% May 6, 2026 - May 26, 2026	-7.28% Sep 5, 2014 - Oct 30, 2014
#13	-1.15% Jul 6, 2026 - Jul 20, 2026	-7.10% Mar 2, 2026 - Apr 17, 2026
#14	-1.09% Oct 24, 2023 - Nov 1, 2023	-6.62% Jun 1, 2021 - Oct 20, 2021
#15	-1.02% Jan 15, 2026 - Jan 26, 2026	-6.34% Mar 28, 2024 - Jul 16, 2024

Correlation

Correlation between IRTR and SURE is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2011 - 2026)

IRTR vs SURE dividend yield comparison.

Year	IRTR	SURE
2026	1.55%	0.00%
2025	3.03%	1.01%
2024	3.03%	0.68%
2023	0.85%	1.11%
2022	0.00%	1.72%
2021	0.00%	1.08%
2020	0.00%	1.28%
2019	0.00%	1.09%
2018	0.00%	1.26%
2017	0.00%	0.65%
2016	0.00%	1.14%
2015	0.00%	0.77%
2014	0.00%	0.61%
2013	0.00%	0.32%
2012	0.00%	0.99%
2011	0.00%	0.05%