ITDB vs HUSV
Comparison between ISHARES LIFEPATH TARGET DATE 2030 ETF (ITDB, ETF) and FIRST TRUST HORIZON MANAGED VOLATILITY DOMESTIC ETF (HUSV, ETF).
ITDB vs HUSV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ITDB
$73M
HUSV
$73M
Expense Ratio
Winner
ITDB
0.09%
HUSV
0.70%
Max Drawdown
Winner
ITDB
10.12%
HUSV
35.72%
Sharpe Ratio
Winner
ITDB
1.39
HUSV
-0.38
5Y Beta
ITDB
0.47
Winner
HUSV
0.41
P/E Ratio
ITDB
N/A
HUSV
21.63
Forward P/E
ITDB
N/A
HUSV
19.21
PEG Ratio
ITDB
N/A
HUSV
0.74
5Y Dividends CAGR
ITDB
N/A
HUSV
5.85%
5Y EPS CAGR
ITDB
N/A
HUSV
14.05%
Debt to Equity
ITDB
N/A
HUSV
14.68%
P/S Ratio
ITDB
N/A
HUSV
3.34
P/B Ratio
ITDB
N/A
HUSV
3.34
ITDB vs HUSV - Holdings Comparison
ITDB and HUSV have 0 common holdings. Overlap is 0.00%
ITDB's top 25 holdings weight is 99.84%. HUSV's top 25 holdings weight is 49.27%.
| Rank | ITDB | HUSV |
|---|---|---|
| #1 | ISHARES RUSSELL 1000 ETF (IWB) - 31.00% | CISCO SYSTEMS INC (CSCO) - 3.10% |
| #2 | ISHARES US TREASURY BOND ETF (GOVT) - 14.29% | VERISIGN INC (VRSN) - 3.07% |
| #3 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 12.52% | APPLE INC (AAPL) - 2.84% |
| #4 | ISHARES MBS ETF (MBB) - 9.83% | MICROSOFT CORP (MSFT) - 2.58% |
| #5 | ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 8.12% | GEN DIGITAL INC (GEN) - 2.54% |
| #6 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 6.11% | TELEDYNE TECHNOLOGIES INC (TDY) - 2.50% |
| #7 | ISHARES 1-5 YEAR INVMT GRD CORP BD ETF (IGSB) - 4.94% | ROPER TECHNOLOGIES INC (ROP) - 2.31% |
| #8 | ISHARES 10-20 YEAR TREASURY BOND ETF (TLH) - 3.67% | PTC INC (PTC) - 2.19% |
| #9 | ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 3.46% | REALTY INCOME CORP (O) - 2.12% |
| #10 | ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 1.98% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.12% |
| #11 | ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) - 1.70% | COCA-COLA CO (KO) - 2.10% |
| #12 | ISHARES CORE US REIT ETF (USRT) - 1.67% | MOTOROLA SOLUTIONS INC (MSI) - 2.08% |
| #13 | ISHARES RUSSELL 2000 ETF (IWM) - 0.55% | REGENCY CENTERS CORP (REG) - 1.83% |
| #14 | N/A | LOEWS CORP (L) - 1.75% |
| #15 | N/A | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.65% |
| #16 | N/A | REPUBLIC SERVICES INC (RSG) - 1.62% |
| #17 | N/A | WEC ENERGY GROUP INC (WEC) - 1.62% |
| #18 | N/A | MCDONALD'S CORP (MCD) - 1.55% |
| #19 | N/A | JOHNSON & JOHNSON (JNJ) - 1.54% |
| #20 | N/A | TJX COMPANIES INC (TJX) - 1.51% |
| #21 | N/A | AFLAC INC (AFL) - 1.51% |
| #22 | N/A | VENTAS INC (VTR) - 1.36% |
| #23 | N/A | WASTE MANAGEMENT INC (WM) - 1.30% |
| #24 | N/A | LINDE PLC (LIN) - 1.25% |
| #25 | N/A | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.23% |
| Total Holdings | 13 | 101 |
ITDB vs HUSV - Historical Returns
Returns include dividend reinvestment.
1M
ITDB
+0.38%
Winner
HUSV
+1.19%
3M
Winner
ITDB
+3.24%
HUSV
-1.82%
6M
Winner
ITDB
+5.17%
HUSV
+2.24%
1Y
Winner
ITDB
+14.92%
HUSV
+0.09%
5Y(CAGR)
ITDB
N/A
HUSV
+5.78%
10Y(CAGR)
ITDB
N/A
HUSV
+8.71%
Max(CAGR)
Winner
ITDB
+15.83%
HUSV
+8.71%
ITDB vs HUSV - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | ITDB | HUSV |
|---|---|---|
| 2026 | +4.50% | +2.64% |
| 2025 | +14.61% | +5.32% |
| 2024 | +10.32% | +12.39% |
| 2023 | +11.73% | +3.48% |
| 2022 | N/A | -5.39% |
| 2021 | N/A | +27.66% |
| 2020 | N/A | +5.36% |
| 2019 | N/A | +28.57% |
| 2018 | N/A | -1.51% |
| 2017 | N/A | +15.78% |
| 2016 | N/A | +0.69% |
ITDB vs HUSV Drawdown Comparison
The maximum drawdown for ITDB was -8.41%, occurring on Apr 7, 2025. Recovery took 62 trading sessions.
The maximum drawdown for HUSV was -35.72%, occurring on Mar 23, 2020. Recovery took 191 trading sessions.
The current ITDB drawdown is -1.85%. The current HUSV drawdown is -2.74%.
| Rank | ITDB | HUSV |
|---|---|---|
| #1 | -8.41% Feb 14, 2025 - May 15, 2025 | -35.72% Feb 14, 2020 - Nov 16, 2020 |
| #2 | -5.66% Feb 25, 2026 - Apr 17, 2026 | -17.00% Apr 20, 2022 - Feb 22, 2024 |
| #3 | -4.20% Dec 6, 2024 - Feb 14, 2025 | -12.46% Sep 21, 2018 - Feb 13, 2019 |
| #4 | -3.99% Mar 28, 2024 - May 15, 2024 | -9.50% Dec 31, 2021 - Apr 20, 2022 |
| #5 | -3.50% Jul 16, 2024 - Aug 16, 2024 | -9.35% Mar 3, 2025 - May 16, 2025 |
| #6 | -2.74% Oct 27, 2025 - Dec 11, 2025 | -7.68% Jan 26, 2018 - Aug 6, 2018 |
| #7 | -2.50% Sep 26, 2024 - Nov 29, 2024 | -7.26% Nov 29, 2024 - Feb 13, 2025 |
| #8 | -2.06% Dec 27, 2023 - Feb 1, 2024 | -6.78% Feb 27, 2026 - Mar 27, 2026 |
| #9 | -1.85% Jun 2, 2026 - Jun 5, 2026 | -5.27% Aug 20, 2025 - Feb 26, 2026 |
| #10 | -1.70% Aug 23, 2024 - Sep 13, 2024 | -5.22% Sep 2, 2021 - Oct 22, 2021 |
| #11 | -1.68% May 15, 2024 - Jun 5, 2024 | -5.17% Mar 28, 2024 - Jun 21, 2024 |
| #12 | -1.65% May 14, 2026 - May 26, 2026 | -5.07% Jan 8, 2021 - Mar 15, 2021 |
| #13 | -1.54% Oct 24, 2023 - Nov 1, 2023 | -4.99% Sep 6, 2016 - Dec 9, 2016 |
| #14 | -1.34% Oct 8, 2025 - Oct 20, 2025 | -4.20% Jul 15, 2019 - Aug 29, 2019 |
| #15 | -1.33% Feb 12, 2024 - Feb 15, 2024 | -3.60% Nov 23, 2021 - Dec 7, 2021 |
Correlation
Correlation between ITDB and HUSV is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2016 - 2026)
ITDB vs HUSV dividend yield comparison.
| Year | ITDB | HUSV |
|---|---|---|
| 2026 | 0.00% | 0.30% |
| 2025 | 2.05% | 1.38% |
| 2024 | 1.96% | 1.14% |
| 2023 | 0.62% | 1.80% |
| 2022 | 0.00% | 1.68% |
| 2021 | 0.00% | 1.35% |
| 2020 | 0.00% | 1.29% |
| 2019 | 0.00% | 1.36% |
| 2018 | 0.00% | 1.48% |
| 2017 | 0.00% | 1.31% |
| 2016 | 0.00% | 0.35% |
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