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ITDC vs IBGA

Comparison between ISHARES LIFEPATH TARGET DATE 2035 ETF (ITDC, ETF) and ISHARES IBONDS DEC 2044 TERM TREASURY ETF (IBGA, ETF).

ITDC vs IBGA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ITDC
$92M
Winner
IBGA
$92M
Expense Ratio
ITDC
0.10%
Winner
IBGA
0.07%
Max Drawdown
Winner
ITDC
11.88%
IBGA
13.71%
Sharpe Ratio
Winner
ITDC
1.42
IBGA
0.01
5Y Beta
ITDC
0.58
Winner
IBGA
0.05

ITDC vs IBGA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ITDC
+0.57%
IBGA
-0.24%
3M
Winner
ITDC
+4.00%
IBGA
-2.79%
6M
Winner
ITDC
+6.28%
IBGA
-1.00%
1Y
Winner
ITDC
+17.48%
IBGA
+3.61%
Max(CAGR)
Winner
ITDC
+17.89%
IBGA
+1.89%

ITDC vs IBGA - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearITDCIBGA
2026+5.46%-0.70%
2025+16.25%+5.72%
2024+12.15%-1.41%
2023+12.40%N/A

ITDC vs IBGA Drawdown Comparison

The maximum drawdown for ITDC was -10.39%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The maximum drawdown for IBGA was -11.68%, occurring on Jan 14, 2025. This drawdown has not yet recovered.

The current ITDC drawdown is -2.19%. The current IBGA drawdown is -5.05%.

RankITDCIBGA
#1-10.39%
Feb 20, 2025 - May 15, 2025
-11.68%
Sep 16, 2024 - Jan 14, 2025
#2-6.63%
Feb 25, 2026 - Apr 17, 2026
-3.64%
Jun 25, 2024 - Jul 16, 2024
#3-4.53%
Jul 16, 2024 - Aug 19, 2024
-2.83%
Aug 5, 2024 - Aug 21, 2024
#4-4.51%
Dec 6, 2024 - Feb 13, 2025
-2.03%
Jul 17, 2024 - Jul 31, 2024
#5-4.33%
Mar 28, 2024 - May 14, 2024
-1.77%
Aug 21, 2024 - Sep 4, 2024
#6-3.28%
Oct 27, 2025 - Dec 11, 2025
-0.72%
Jun 14, 2024 - Jun 18, 2024
#7-2.37%
Sep 26, 2024 - Nov 7, 2024
-0.53%
Sep 10, 2024 - Sep 16, 2024
#8-2.22%
Aug 23, 2024 - Sep 13, 2024
-0.49%
Jun 18, 2024 - Jun 25, 2024
#9-2.19%
Jun 2, 2026 - Jun 5, 2026
N/A
#10-2.15%
Dec 27, 2023 - Jan 29, 2024
N/A
#11-1.90%
Oct 8, 2025 - Oct 20, 2025
N/A
#12-1.88%
Nov 7, 2024 - Nov 26, 2024
N/A
#13-1.86%
Oct 24, 2023 - Nov 1, 2023
N/A
#14-1.82%
May 14, 2026 - May 26, 2026
N/A
#15-1.66%
May 15, 2024 - Jun 5, 2024
N/A

Correlation

Correlation between ITDC and IBGA is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55
-101

Dividend Comparison (2023 - 2026)

ITDC vs IBGA dividend yield comparison.

YearITDCIBGA
20260.00%1.94%
20252.02%4.49%
20241.93%2.03%
20230.84%0.00%

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