ITDC vs SOCL
Comparison between ISHARES LIFEPATH TARGET DATE 2035 ETF (ITDC, ETF) and GLOBAL X SOCIAL MEDIA ETF (SOCL, ETF).
ITDC vs SOCL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ITDC
$92M
Winner
SOCL
$92M
Expense Ratio
Winner
ITDC
0.10%
SOCL
0.65%
Max Drawdown
Winner
ITDC
11.88%
SOCL
68.81%
Sharpe Ratio
Winner
ITDC
1.42
SOCL
-0.23
5Y Beta
Winner
ITDC
0.58
SOCL
1.06
P/E Ratio
ITDC
N/A
SOCL
32.39
Forward P/E
ITDC
N/A
SOCL
17.43
Debt to Equity
ITDC
N/A
SOCL
66.95%
P/S Ratio
ITDC
N/A
SOCL
1.11
P/B Ratio
ITDC
N/A
SOCL
3.06
ITDC vs SOCL - Holdings Comparison
ITDC and SOCL have 0 common holdings. Overlap is 0.00%
ITDC's top 25 holdings weight is 99.84%. SOCL's top 25 holdings weight is 95.37%.
| Rank | ITDC | SOCL |
|---|---|---|
| #1 | ISHARES RUSSELL 1000 ETF (IWB) - 36.95% | META PLATFORMS INC CLASS A (META) - 9.70% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 15.44% | TENCENT HOLDINGS LTD (n/a) - 9.09% |
| #3 | ISHARES US TREASURY BOND ETF (GOVT) - 12.55% | REDDIT INC CLASS A SHARES (RDDT) - 8.82% |
| #4 | ISHARES MBS ETF (MBB) - 8.57% | NAVER CORP (n/a) - 8.61% |
| #5 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 7.64% | KUAISHOU TECHNOLOGY ORDINARY SHARES CLASS B (n/a) - 7.51% |
| #6 | ISHARES 1-5 YEAR INVMT GRD CORP BD ETF (IGSB) - 4.49% | ALPHABET INC CLASS A (GOOGL) - 5.87% |
| #7 | ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 3.13% | NETEASE INC ADR (NTES) - 5.29% |
| #8 | ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 2.68% | BAIDU INC ADR (BIDU) - 5.16% |
| #9 | ISHARES CORE US REIT ETF (USRT) - 2.36% | SPOTIFY TECHNOLOGY SA (SPOT) - 5.07% |
| #10 | ISHARES 10-20 YEAR TREASURY BOND ETF (TLH) - 1.99% | PINTEREST INC CLASS A (PINS) - 4.84% |
| #11 | ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) - 1.94% | KAKAO CORP (n/a) - 3.80% |
| #12 | ISHARES RUSSELL 2000 ETF (IWM) - 1.09% | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 3.74% |
| #13 | ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 1.01% | SNAP INC CLASS A (SNAP) - 2.84% |
| #14 | N/A | BILIBILI INC ADR (BILI) - 2.69% |
| #15 | N/A | TENCENT MUSIC ENTERTAINMENT GROUP ADR (TME) - 2.35% |
| #16 | N/A | NEXON CO LTD (n/a) - 1.61% |
| #17 | N/A | LIFE360 INC CHESS DEPOSITORY INTEREST (n/a) - 1.39% |
| #18 | N/A | IAC INC ORDINARY SHARES NEW (IAC) - 1.21% |
| #19 | N/A | KAKAKU.COM INC (n/a) - 1.17% |
| #20 | N/A | UNITED INTERNET AG (n/a) - 1.10% |
| #21 | N/A | MEITU INC REGISTERED SHS UNITARY 144A/REG S (n/a) - 0.96% |
| #22 | N/A | JOYY INC ADR (JOYY) - 0.81% |
| #23 | N/A | TRUMP MEDIA & TECHNOLOGY GROUP CORP (DJT) - 0.59% |
| #24 | N/A | YELP INC (YELP) - 0.59% |
| #25 | N/A | EAST BUY HOLDING LTD (n/a) - 0.56% |
| Total Holdings | 13 | 49 |
ITDC vs SOCL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ITDC
+0.57%
SOCL
-1.85%
3M
Winner
ITDC
+4.00%
SOCL
-2.22%
6M
Winner
ITDC
+6.28%
SOCL
-18.14%
1Y
Winner
ITDC
+17.48%
SOCL
-5.05%
5Y(CAGR)
ITDC
N/A
SOCL
-6.98%
10Y(CAGR)
ITDC
N/A
SOCL
+8.98%
Max(CAGR)
Winner
ITDC
+17.89%
SOCL
+8.36%
ITDC vs SOCL - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | ITDC | SOCL |
|---|---|---|
| 2026 | +5.46% | -19.09% |
| 2025 | +16.25% | +30.05% |
| 2024 | +12.15% | +7.13% |
| 2023 | +12.40% | +27.75% |
| 2022 | N/A | -42.44% |
| 2021 | N/A | -13.35% |
| 2020 | N/A | +73.88% |
| 2019 | N/A | +25.33% |
| 2018 | N/A | -19.07% |
| 2017 | N/A | +53.24% |
| 2016 | N/A | +12.22% |
| 2015 | N/A | +9.54% |
| 2014 | N/A | -15.16% |
| 2013 | N/A | +60.88% |
| 2012 | N/A | -1.80% |
| 2011 | N/A | -12.02% |
ITDC vs SOCL Drawdown Comparison
The maximum drawdown for ITDC was -10.39%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The maximum drawdown for SOCL was -68.70%, occurring on Nov 3, 2022. This drawdown has not yet recovered.
The current ITDC drawdown is -2.19%. The current SOCL drawdown is -40.24%.
| Rank | ITDC | SOCL |
|---|---|---|
| #1 | -10.39% Feb 20, 2025 - May 15, 2025 | -68.70% Feb 16, 2021 - Nov 3, 2022 |
| #2 | -6.63% Feb 25, 2026 - Apr 17, 2026 | -34.99% Mar 12, 2018 - Jun 1, 2020 |
| #3 | -4.53% Jul 16, 2024 - Aug 19, 2024 | -30.71% Mar 6, 2014 - Aug 9, 2016 |
| #4 | -4.51% Dec 6, 2024 - Feb 13, 2025 | -25.94% Feb 13, 2012 - Jul 17, 2013 |
| #5 | -4.33% Mar 28, 2024 - May 14, 2024 | -15.82% Oct 5, 2016 - Apr 25, 2017 |
| #6 | -3.28% Oct 27, 2025 - Dec 11, 2025 | -15.58% Nov 15, 2011 - Feb 3, 2012 |
| #7 | -2.37% Sep 26, 2024 - Nov 7, 2024 | -10.38% Oct 18, 2013 - Dec 10, 2013 |
| #8 | -2.22% Aug 23, 2024 - Sep 13, 2024 | -9.15% Sep 2, 2020 - Oct 21, 2020 |
| #9 | -2.19% Jun 2, 2026 - Jun 5, 2026 | -8.91% Jan 15, 2014 - Feb 18, 2014 |
| #10 | -2.15% Dec 27, 2023 - Jan 29, 2024 | -7.70% Nov 24, 2017 - Jan 3, 2018 |
| #11 | -1.90% Oct 8, 2025 - Oct 20, 2025 | -7.68% Sep 19, 2013 - Oct 18, 2013 |
| #12 | -1.88% Nov 7, 2024 - Nov 26, 2024 | -6.58% Feb 1, 2018 - Feb 14, 2018 |
| #13 | -1.86% Oct 24, 2023 - Nov 1, 2023 | -6.02% Nov 6, 2020 - Nov 25, 2020 |
| #14 | -1.82% May 14, 2026 - May 26, 2026 | -5.58% Oct 29, 2020 - Nov 5, 2020 |
| #15 | -1.66% May 15, 2024 - Jun 5, 2024 | -5.20% Jul 10, 2020 - Aug 3, 2020 |
Correlation
Correlation between ITDC and SOCL is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2012 - 2025)
ITDC vs SOCL dividend yield comparison.
| Year | ITDC | SOCL |
|---|---|---|
| 2025 | 2.02% | 0.43% |
| 2024 | 1.93% | 0.25% |
| 2023 | 0.84% | 0.61% |
| 2022 | 0.00% | 0.39% |
| 2017 | 0.00% | 1.49% |
| 2016 | 0.00% | 0.18% |
| 2015 | 0.00% | 0.01% |
| 2014 | 0.00% | 0.05% |
| 2013 | 0.00% | 0.00% |
| 2012 | 0.00% | 0.84% |
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