ITDC vs WCBR

Comparison between ISHARES LIFEPATH TARGET DATE 2035 ETF (ITDC, ETF) and WISDOMTREE CYBERSECURITY FUND (WCBR, ETF).

ITDC vs WCBR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ITDC(ETF)	WCBR(ETF)
Net Assets	$100M	$100M
Expense Ratio	0.10%	0.45%
Max Drawdown	11.88%	52.47%
Sharpe Ratio	1.48	0.19
5Y Beta	0.58	1.11
P/E Ratio	N/A	-64.26
Forward P/E	N/A	29.78
PEG Ratio	N/A	4.02
Debt to Equity	N/A	17.34%
P/S Ratio	N/A	5.51
P/B Ratio	N/A	5.78

Net Assets

Winner

ITDC

$100M

WCBR

$100M

Expense Ratio

Winner

ITDC

0.10%

WCBR

0.45%

Max Drawdown

Winner

ITDC

11.88%

WCBR

52.47%

Sharpe Ratio

Winner

ITDC

1.48

WCBR

0.19

5Y Beta

Winner

ITDC

0.58

WCBR

1.11

P/E Ratio

ITDC

N/A

WCBR

-64.26

Forward P/E

ITDC

N/A

WCBR

29.78

PEG Ratio

ITDC

N/A

WCBR

4.02

Debt to Equity

ITDC

N/A

WCBR

17.34%

P/S Ratio

ITDC

N/A

WCBR

5.51

P/B Ratio

ITDC

N/A

WCBR

5.78

ITDC vs WCBR - Holdings Comparison

ITDC and WCBR have 0 common holdings. Overlap is 0.00%

ITDC's top 25 holdings weight is 99.80%. WCBR's top 25 holdings weight is 100.00%.

Rank	ITDC	WCBR
#1	ISHARES RUSSELL 1000 ETF (IWB) - 35.88%	CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 7.70%
#2	ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 15.46%	DATADOG INC CLASS A (DDOG) - 7.01%
#3	ISHARES US TREASURY BOND ETF (GOVT) - 13.86%	FORTINET INC (FTNT) - 5.86%
#4	ISHARES MBS ETF (MBB) - 8.93%	PALO ALTO NETWORKS INC (PANW) - 5.81%
#5	ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 7.30%	OKTA INC CLASS A (OKTA) - 5.70%
#6	ISHARES 1-5 YEAR INVMT GRD CORP BD ETF (IGSB) - 4.43%	SENTINELONE INC CLASS A (S) - 5.57%
#7	ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 3.05%	TENABLE HOLDINGS INC (TENB) - 5.07%
#8	ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 3.03%	RUBRIK INC CLASS A SHARES (RBRK) - 5.05%
#9	ISHARES CORE US REIT ETF (USRT) - 2.27%	CLOUDFLARE INC (NET) - 4.27%
#10	ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) - 1.99%	SAILPOINT INC (SAIL) - 4.25%
#11	ISHARES 10-20 YEAR TREASURY BOND ETF (TLH) - 1.60%	NETSKOPE INC ORDINARY SHARES CLASS A (NTSK) - 4.20%
#12	ISHARES RUSSELL 2000 ETF (IWM) - 1.12%	ZSCALER INC (ZS) - 4.20%
#13	ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 0.88%	TREND MICRO INC (n/a) - 3.90%
#14	N/A	AKAMAI TECHNOLOGIES INC (AKAM) - 3.78%
#15	N/A	COMMVAULT SYSTEMS INC (CVLT) - 3.76%
#16	N/A	VARONIS SYSTEMS INC (VRNS) - 3.69%
#17	N/A	F5 INC (FFIV) - 3.61%
#18	N/A	ELASTIC NV (ESTC) - 3.25%
#19	N/A	CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) - 2.98%
#20	N/A	QUALYS INC (QLYS) - 2.88%
#21	N/A	FASTLY INC CLASS A (FSLY) - 2.13%
#22	N/A	RAPID7 INC (RPD) - 1.77%
#23	N/A	ONESPAN INC (OSPN) - 1.65%
#24	N/A	FFRI SECURITY INC (n/a) - 1.53%
#25	N/A	AHNLAB INC (n/a) - 0.38%
Total Holdings	13	25

ITDC vs WCBR - Historical Returns

Returns include dividend reinvestment.

Period	ITDC	WCBR
1 month	+1.00%	+12.74%
3 months	+7.07%	+23.26%
6 months	+7.81%	+12.20%
1 year	+17.49%	+4.66%
5 years(CAGR)	N/A	+6.64%
Max(CAGR)	+18.29%	+5.39%

ITDC

+1.00%

Winner

WCBR

+12.74%

ITDC

+7.07%

Winner

WCBR

+23.26%

ITDC

+7.81%

Winner

WCBR

+12.20%

Winner

ITDC

+17.49%

WCBR

+4.66%

5Y(CAGR)

ITDC

N/A

WCBR

+6.64%

Max(CAGR)

Winner

ITDC

+18.29%

WCBR

+5.39%

ITDC vs WCBR - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	ITDC	WCBR
2026	+6.76%	+19.34%
2025	+16.25%	-2.17%
2024	+12.15%	+14.67%
2023	+12.40%	+68.18%
2022	N/A	-40.31%
2021	N/A	+6.99%

ITDC vs WCBR Drawdown Comparison

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

The maximum drawdown for WCBR was -52.25%, occurring on Jan 5, 2023. Recovery took 771 trading sessions.

The current ITDC drawdown is -0.98%. The current WCBR drawdown is -12.20%.

Rank	ITDC	WCBR
#1	-10.39% Feb 20, 2025 - May 15, 2025	-52.25% Nov 9, 2021 - Dec 4, 2024
#2	-6.63% Feb 25, 2026 - Apr 17, 2026	-30.27% Feb 13, 2025 - May 22, 2026
#3	-4.53% Jul 16, 2024 - Aug 19, 2024	-21.32% Feb 9, 2021 - Aug 5, 2021
#4	-4.51% Dec 6, 2024 - Feb 13, 2025	-13.56% Jun 1, 2026 - Jun 10, 2026
#5	-4.33% Mar 28, 2024 - May 14, 2024	-12.48% Sep 7, 2021 - Oct 18, 2021
#6	-3.28% Oct 27, 2025 - Dec 11, 2025	-8.43% Dec 6, 2024 - Jan 28, 2025
#7	-2.78% Jun 2, 2026 - Jun 10, 2026	-4.90% May 26, 2026 - May 29, 2026
#8	-2.37% Sep 26, 2024 - Nov 7, 2024	-3.49% Aug 5, 2021 - Aug 24, 2021
#9	-2.22% Aug 23, 2024 - Sep 13, 2024	-2.48% Oct 21, 2021 - Oct 29, 2021
#10	-2.15% Dec 27, 2023 - Jan 29, 2024	-2.46% Feb 2, 2021 - Feb 5, 2021
#11	-1.90% Oct 8, 2025 - Oct 20, 2025	-2.42% Oct 29, 2021 - Nov 4, 2021
#12	-1.88% Nov 7, 2024 - Nov 26, 2024	-1.97% Jan 28, 2025 - Feb 4, 2025
#13	-1.86% Oct 24, 2023 - Nov 1, 2023	-1.58% Dec 4, 2024 - Dec 6, 2024
#14	-1.82% May 14, 2026 - May 26, 2026	-1.26% Feb 10, 2025 - Feb 13, 2025
#15	-1.66% May 15, 2024 - Jun 5, 2024	-1.16% Feb 5, 2025 - Feb 7, 2025