IRTR vs TBLU

Comparison between ISHARES LIFEPATH RETIREMENT ETF (IRTR, ETF) and TORTOISE GLOBAL WATER ETF (TBLU, ETF).

IRTR vs TBLU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IRTR(ETF)	TBLU(ETF)
Net Assets	$53M	$53M
Expense Ratio	0.08%	0.40%
Max Drawdown	7.47%	37.58%
Sharpe Ratio	1.39	-0.32
5Y Beta	0.36	0.64
P/E Ratio	N/A	24.23
Forward P/E	N/A	19.80
PEG Ratio	N/A	1.18
5Y Dividends CAGR	N/A	28.78%
Debt to Equity	N/A	45.54%
P/S Ratio	N/A	2.62
P/B Ratio	N/A	3.51

Net Assets

IRTR

$53M

Winner

TBLU

$53M

Expense Ratio

Winner

IRTR

0.08%

TBLU

0.40%

Max Drawdown

Winner

IRTR

7.47%

TBLU

37.58%

Sharpe Ratio

Winner

IRTR

1.39

TBLU

-0.32

5Y Beta

Winner

IRTR

0.36

TBLU

0.64

P/E Ratio

IRTR

N/A

TBLU

24.23

Forward P/E

IRTR

N/A

TBLU

19.80

PEG Ratio

IRTR

N/A

TBLU

1.18

5Y Dividends CAGR

IRTR

N/A

TBLU

28.78%

Debt to Equity

IRTR

N/A

TBLU

45.54%

P/S Ratio

IRTR

N/A

TBLU

2.62

P/B Ratio

IRTR

N/A

TBLU

3.51

IRTR vs TBLU - Historical Returns

Returns include dividend reinvestment.

Period	IRTR	TBLU
1 month	+0.77%	-0.94%
3 months	+4.72%	-1.52%
6 months	+5.34%	-1.78%
1 year	+12.55%	-1.62%
5 years(CAGR)	N/A	+4.11%
10 years(CAGR)	N/A	+9.53%
Max(CAGR)	+13.75%	+9.53%

Winner

IRTR

+0.77%

TBLU

-0.94%

Winner

IRTR

+4.72%

TBLU

-1.52%

Winner

IRTR

+5.34%

TBLU

-1.78%

Winner

IRTR

+12.55%

TBLU

-1.62%

5Y(CAGR)

IRTR

N/A

TBLU

+4.11%

10Y(CAGR)

IRTR

N/A

TBLU

+9.53%

Max(CAGR)

Winner

IRTR

+13.75%

TBLU

+9.53%

IRTR vs TBLU - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	IRTR	TBLU
2026	+4.63%	-1.95%
2025	+12.80%	+12.42%
2024	+8.21%	+9.92%
2023	+10.63%	+20.01%
2022	N/A	-25.20%
2021	N/A	+30.22%
2020	N/A	+16.37%
2019	N/A	+38.09%
2018	N/A	-12.48%
2017	N/A	+20.20%

IRTR vs TBLU Drawdown Comparison

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

The maximum drawdown for TBLU was -37.58%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.

The current IRTR drawdown is -0.68%. The current TBLU drawdown is -10.68%.

Rank	IRTR	TBLU
#1	-6.29% Feb 26, 2025 - May 13, 2025	-37.58% Feb 20, 2020 - Oct 12, 2020
#2	-4.82% Feb 25, 2026 - Apr 17, 2026	-35.36% Dec 31, 2021 - Jul 31, 2024
#3	-3.76% Dec 6, 2024 - Feb 26, 2025	-17.25% Jan 26, 2018 - Jun 13, 2019
#4	-3.38% Mar 28, 2024 - May 15, 2024	-15.42% Dec 9, 2024 - May 15, 2025
#5	-2.41% Sep 27, 2024 - Nov 29, 2024	-13.17% Feb 26, 2026 - Mar 20, 2026
#6	-2.39% Oct 28, 2025 - Dec 23, 2025	-8.73% Sep 2, 2021 - Nov 9, 2021
#7	-2.25% Jul 16, 2024 - Aug 15, 2024	-8.29% Aug 22, 2025 - Jan 16, 2026
#8	-1.91% Jun 2, 2026 - Jun 10, 2026	-6.00% May 4, 2017 - Jul 20, 2017
#9	-1.82% Dec 27, 2023 - Feb 1, 2024	-5.90% Jan 13, 2021 - Mar 26, 2021
#10	-1.53% May 15, 2024 - Jun 5, 2024	-5.63% Oct 12, 2020 - Nov 5, 2020
#11	-1.50% Feb 1, 2024 - Feb 23, 2024	-5.54% Jul 31, 2024 - Sep 19, 2024
#12	-1.44% May 6, 2026 - May 26, 2026	-5.24% Jul 29, 2019 - Sep 18, 2019
#13	-1.09% Oct 24, 2023 - Nov 1, 2023	-5.01% Nov 19, 2021 - Dec 27, 2021
#14	-1.02% Jan 15, 2026 - Jan 26, 2026	-4.60% Oct 7, 2024 - Nov 6, 2024
#15	-1.01% Oct 8, 2025 - Oct 17, 2025	-4.27% Mar 1, 2017 - Apr 26, 2017