ITDD vs AGZD
Comparison between ISHARES LIFEPATH TARGET DATE 2040 ETF (ITDD, ETF) and WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF).
ITDD vs AGZD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ITDD
$99M
Winner
AGZD
$100M
Expense Ratio
Winner
ITDD
0.11%
AGZD
0.23%
Max Drawdown
Winner
ITDD
13.33%
AGZD
14.53%
Sharpe Ratio
Winner
ITDD
1.48
AGZD
0.61
5Y Beta
ITDD
0.68
Winner
AGZD
0.01
5Y Dividends CAGR
ITDD
N/A
AGZD
14.16%
ITDD vs AGZD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ITDD
+1.20%
AGZD
+0.62%
3M
Winner
ITDD
+8.49%
AGZD
+1.74%
6M
Winner
ITDD
+9.16%
AGZD
+2.27%
1Y
Winner
ITDD
+20.00%
AGZD
+5.59%
5Y(CAGR)
ITDD
N/A
AGZD
+4.39%
10Y(CAGR)
ITDD
N/A
AGZD
+3.21%
Max(CAGR)
Winner
ITDD
+20.30%
AGZD
+2.51%
ITDD vs AGZD - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | ITDD | AGZD |
|---|---|---|
| 2026 | +7.97% | +2.47% |
| 2025 | +17.81% | +4.67% |
| 2024 | +13.87% | +6.78% |
| 2023 | +12.87% | +7.36% |
| 2022 | N/A | +0.97% |
| 2021 | N/A | +0.66% |
| 2020 | N/A | +0.21% |
| 2019 | N/A | +4.45% |
| 2018 | N/A | +0.45% |
| 2017 | N/A | +2.82% |
| 2016 | N/A | +2.42% |
| 2015 | N/A | -0.79% |
| 2014 | N/A | +0.49% |
| 2013 | N/A | -0.07% |
ITDD vs AGZD Drawdown Comparison
The maximum drawdown for ITDD was -12.46%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.
The maximum drawdown for AGZD was -8.46%, occurring on Mar 20, 2020. Recovery took 201 trading sessions.
The current ITDD drawdown is -1.10%. The current AGZD drawdown is -0.49%.
| Rank | ITDD | AGZD |
|---|---|---|
| #1 | -12.46% Feb 18, 2025 - May 16, 2025 | -8.46% Feb 20, 2020 - Dec 4, 2020 |
| #2 | -7.56% Feb 25, 2026 - Apr 17, 2026 | -4.55% Apr 8, 2014 - Feb 15, 2017 |
| #3 | -5.51% Jul 16, 2024 - Aug 19, 2024 | -2.23% Apr 6, 2022 - Nov 18, 2022 |
| #4 | -4.74% Dec 6, 2024 - Feb 13, 2025 | -1.88% Feb 22, 2023 - Jun 2, 2023 |
| #5 | -4.71% Mar 28, 2024 - May 14, 2024 | -1.71% Mar 3, 2025 - May 28, 2025 |
| #6 | -3.79% Oct 27, 2025 - Dec 11, 2025 | -1.52% Nov 10, 2021 - Apr 5, 2022 |
| #7 | -3.15% Jun 2, 2026 - Jun 10, 2026 | -1.38% Feb 12, 2014 - Mar 5, 2014 |
| #8 | -2.69% Aug 23, 2024 - Sep 16, 2024 | -1.03% Sep 18, 2018 - Feb 13, 2019 |
| #9 | -2.48% Oct 18, 2024 - Nov 7, 2024 | -1.00% Jan 13, 2023 - Feb 14, 2023 |
| #10 | -2.34% Oct 19, 2023 - Nov 2, 2023 | -0.95% Feb 2, 2018 - Jul 19, 2018 |
| #11 | -2.30% Dec 28, 2023 - Jan 29, 2024 | -0.90% Sep 21, 2023 - Nov 6, 2023 |
| #12 | -2.18% Oct 6, 2025 - Oct 20, 2025 | -0.88% Jan 8, 2025 - Mar 3, 2025 |
| #13 | -2.13% Nov 7, 2024 - Nov 29, 2024 | -0.87% Jun 11, 2025 - Jul 8, 2025 |
| #14 | -1.82% May 15, 2024 - Jun 5, 2024 | -0.79% Mar 11, 2021 - Oct 19, 2021 |
| #15 | -1.81% May 14, 2026 - May 26, 2026 | -0.77% Nov 27, 2023 - Dec 11, 2023 |
Correlation
Correlation between ITDD and AGZD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2013 - 2026)
ITDD vs AGZD dividend yield comparison.
| Year | ITDD | AGZD |
|---|---|---|
| 2026 | 0.00% | 1.59% |
| 2025 | 1.82% | 4.12% |
| 2024 | 1.56% | 3.96% |
| 2023 | 0.89% | 6.07% |
| 2022 | 0.00% | 8.61% |
| 2021 | 0.00% | 1.66% |
| 2020 | 0.00% | 2.28% |
| 2019 | 0.00% | 2.83% |
| 2018 | 0.00% | 2.62% |
| 2017 | 0.00% | 2.31% |
| 2016 | 0.00% | 1.81% |
| 2015 | 0.00% | 1.66% |
| 2014 | 0.00% | 1.69% |
| 2013 | 0.00% | 0.05% |
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