ITDB vs TYA
Comparison between ISHARES LIFEPATH TARGET DATE 2030 ETF (ITDB, ETF) and SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF (TYA, ETF).
ITDB vs TYA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ITDB
$72M
TYA
$72M
Expense Ratio
Winner
ITDB
0.09%
TYA
0.25%
Max Drawdown
Winner
ITDB
10.12%
TYA
53.67%
Sharpe Ratio
Winner
ITDB
1.44
TYA
-0.11
5Y Beta
ITDB
0.47
Winner
TYA
-0.03
ITDB vs TYA - Historical Returns
Returns include dividend reinvestment.
1M
ITDB
+2.23%
Winner
TYA
+2.24%
3M
Winner
ITDB
+6.16%
TYA
-4.33%
6M
Winner
ITDB
+7.28%
TYA
-4.48%
1Y
Winner
ITDB
+16.27%
TYA
+2.44%
5Y(CAGR)
ITDB
N/A
TYA
-10.35%
Max(CAGR)
Winner
ITDB
+16.43%
TYA
-10.35%
ITDB vs TYA - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | ITDB | TYA |
|---|---|---|
| 2026 | +6.37% | -4.41% |
| 2025 | +14.61% | +14.08% |
| 2024 | +10.32% | -8.60% |
| 2023 | +11.73% | -3.91% |
| 2022 | N/A | -36.17% |
| 2021 | N/A | -0.68% |
ITDB vs TYA Drawdown Comparison
The maximum drawdown for ITDB was -8.41%, occurring on Apr 7, 2025. Recovery took 62 trading sessions.
The maximum drawdown for TYA was -51.14%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current ITDB drawdown is -0.10%. The current TYA drawdown is -41.16%.
| Rank | ITDB | TYA |
|---|---|---|
| #1 | -8.41% Feb 14, 2025 - May 15, 2025 | -51.14% Oct 1, 2021 - Oct 19, 2023 |
| #2 | -5.66% Feb 25, 2026 - Apr 17, 2026 | N/A |
| #3 | -4.20% Dec 6, 2024 - Feb 14, 2025 | N/A |
| #4 | -3.99% Mar 28, 2024 - May 15, 2024 | N/A |
| #5 | -3.50% Jul 16, 2024 - Aug 16, 2024 | N/A |
| #6 | -2.74% Oct 27, 2025 - Dec 11, 2025 | N/A |
| #7 | -2.50% Sep 26, 2024 - Nov 29, 2024 | N/A |
| #8 | -2.34% Jun 2, 2026 - Jun 10, 2026 | N/A |
| #9 | -2.06% Dec 27, 2023 - Feb 1, 2024 | N/A |
| #10 | -1.70% Aug 23, 2024 - Sep 13, 2024 | N/A |
| #11 | -1.68% May 15, 2024 - Jun 5, 2024 | N/A |
| #12 | -1.65% May 14, 2026 - May 26, 2026 | N/A |
| #13 | -1.54% Oct 24, 2023 - Nov 1, 2023 | N/A |
| #14 | -1.34% Oct 8, 2025 - Oct 20, 2025 | N/A |
| #15 | -1.33% Feb 12, 2024 - Feb 15, 2024 | N/A |
Correlation
Correlation between ITDB and TYA is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2021 - 2026)
ITDB vs TYA dividend yield comparison.
| Year | ITDB | TYA |
|---|---|---|
| 2026 | 0.00% | 1.18% |
| 2025 | 2.05% | 3.85% |
| 2024 | 1.96% | 4.84% |
| 2023 | 0.62% | 4.28% |
| 2022 | 0.00% | 2.23% |
| 2021 | 0.00% | 0.11% |
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