ITDC vs PSMO
Comparison between ISHARES LIFEPATH TARGET DATE 2035 ETF (ITDC, ETF) and PACER SWAN SOS MODERATE (OCTOBER) ETF (PSMO, ETF).
ITDC vs PSMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ITDC
$100M
PSMO
$100M
Expense Ratio
Winner
ITDC
0.10%
PSMO
0.49%
Max Drawdown
ITDC
11.88%
Winner
PSMO
9.77%
Sharpe Ratio
ITDC
1.48
Winner
PSMO
1.58
5Y Beta
ITDC
0.58
Winner
PSMO
0.45
ITDC vs PSMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ITDC
+1.00%
PSMO
+0.64%
3M
Winner
ITDC
+7.07%
PSMO
+6.09%
6M
Winner
ITDC
+7.81%
PSMO
+5.61%
1Y
Winner
ITDC
+17.49%
PSMO
+13.67%
5Y(CAGR)
ITDC
N/A
PSMO
+10.04%
Max(CAGR)
Winner
ITDC
+18.29%
PSMO
+10.04%
ITDC vs PSMO - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | ITDC | PSMO |
|---|---|---|
| 2026 | +6.76% | +5.00% |
| 2025 | +16.25% | +11.49% |
| 2024 | +12.15% | +9.86% |
| 2023 | +12.40% | +20.58% |
| 2022 | N/A | -1.55% |
| 2021 | N/A | +2.88% |
ITDC vs PSMO Drawdown Comparison
The maximum drawdown for ITDC was -10.39%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The maximum drawdown for PSMO was -9.77%, occurring on Apr 8, 2025. Recovery took 76 trading sessions.
The current ITDC drawdown is -0.98%. The current PSMO drawdown is -0.53%.
| Rank | ITDC | PSMO |
|---|---|---|
| #1 | -10.39% Feb 20, 2025 - May 15, 2025 | -9.77% Feb 18, 2025 - Jun 6, 2025 |
| #2 | -6.63% Feb 25, 2026 - Apr 17, 2026 | -9.38% Oct 20, 2021 - Nov 25, 2022 |
| #3 | -4.53% Jul 16, 2024 - Aug 19, 2024 | -4.48% Feb 25, 2026 - Apr 13, 2026 |
| #4 | -4.51% Dec 6, 2024 - Feb 13, 2025 | -3.79% Feb 2, 2023 - Mar 31, 2023 |
| #5 | -4.33% Mar 28, 2024 - May 14, 2024 | -3.27% Oct 17, 2023 - Nov 3, 2023 |
| #6 | -3.28% Oct 27, 2025 - Dec 11, 2025 | -2.71% Dec 1, 2022 - Jan 11, 2023 |
| #7 | -2.78% Jun 2, 2026 - Jun 10, 2026 | -2.48% Oct 28, 2025 - Dec 3, 2025 |
| #8 | -2.37% Sep 26, 2024 - Nov 7, 2024 | -1.77% Jul 31, 2024 - Aug 14, 2024 |
| #9 | -2.22% Aug 23, 2024 - Sep 13, 2024 | -1.72% Dec 16, 2024 - Jan 21, 2025 |
| #10 | -2.15% Dec 27, 2023 - Jan 29, 2024 | -1.41% Jun 4, 2026 - Jun 10, 2026 |
| #11 | -1.90% Oct 8, 2025 - Oct 20, 2025 | -1.35% May 1, 2023 - May 17, 2023 |
| #12 | -1.88% Nov 7, 2024 - Nov 26, 2024 | -1.33% Sep 14, 2023 - Oct 10, 2023 |
| #13 | -1.86% Oct 24, 2023 - Nov 1, 2023 | -1.31% Oct 29, 2024 - Nov 6, 2024 |
| #14 | -1.82% May 14, 2026 - May 26, 2026 | -1.29% Oct 6, 2025 - Oct 20, 2025 |
| #15 | -1.66% May 15, 2024 - Jun 5, 2024 | -1.23% Jan 27, 2026 - Feb 9, 2026 |
Correlation
Correlation between ITDC and PSMO is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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