ITDD vs CVMC
Comparison between ISHARES LIFEPATH TARGET DATE 2040 ETF (ITDD, ETF) and CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF (CVMC, ETF).
ITDD vs CVMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ITDD
$102M
Winner
CVMC
$103M
Expense Ratio
Winner
ITDD
0.11%
CVMC
0.15%
Max Drawdown
Winner
ITDD
13.33%
CVMC
23.11%
Sharpe Ratio
ITDD
1.08
Winner
CVMC
1.20
5Y Beta
Winner
ITDD
0.68
CVMC
0.93
P/E Ratio
ITDD
N/A
CVMC
30.14
Forward P/E
ITDD
N/A
CVMC
18.40
5Y EPS CAGR
ITDD
N/A
CVMC
10.98%
Debt to Equity
ITDD
N/A
CVMC
6.40%
P/S Ratio
ITDD
N/A
CVMC
1.96
P/B Ratio
ITDD
N/A
CVMC
3.26
ITDD vs CVMC - Holdings Comparison
ITDD and CVMC have 0 common holdings. Overlap is 0.00%
ITDD's top 25 holdings weight is 99.81%. CVMC's top 25 holdings weight is 12.36%.
| Rank | ITDD | CVMC |
|---|---|---|
| #1 | ISHARES RUSSELL 1000 ETF (IWB) - 42.99% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.58% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 18.65% | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.57% |
| #3 | ISHARES US TREASURY BOND ETF (GOVT) - 8.52% | ARTHUR J. GALLAGHER & CO (AJG) - 0.57% |
| #4 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.37% | PACCAR INC (PCAR) - 0.55% |
| #5 | ISHARES MBS ETF (MBB) - 5.74% | DOMINION ENERGY INC (D) - 0.54% |
| #6 | ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 3.21% | SEMPRA (SRE) - 0.53% |
| #7 | ISHARES CORE US REIT ETF (USRT) - 2.98% | W.W. GRAINGER INC (GWW) - 0.52% |
| #8 | ISHARES 1-5 YEAR INVMT GRD CORP BD ETF (IGSB) - 2.29% | TARGET CORP (TGT) - 0.51% |
| #9 | ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) - 2.22% | REALTY INCOME CORP (O) - 0.51% |
| #10 | ISHARES RUSSELL 2000 ETF (IWM) - 1.98% | AFLAC INC (AFL) - 0.50% |
| #11 | ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 1.55% | DELTA AIR LINES INC (DAL) - 0.50% |
| #12 | ISHARES 10-20 YEAR TREASURY BOND ETF (TLH) - 1.01% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 0.50% |
| #13 | ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 0.30% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.49% |
| #14 | N/A | TERADYNE INC (TER) - 0.48% |
| #15 | N/A | AMETEK INC (AME) - 0.48% |
| #16 | N/A | ROCKWELL AUTOMATION INC (ROK) - 0.47% |
| #17 | N/A | HUMANA INC (HUM) - 0.46% |
| #18 | N/A | NUCOR CORP (NUE) - 0.46% |
| #19 | N/A | PUBLIC STORAGE (PSA) - 0.46% |
| #20 | N/A | FIFTH THIRD BANCORP (FITB) - 0.45% |
| #21 | N/A | STATE STREET CORP (STT) - 0.45% |
| #22 | N/A | METLIFE INC (MET) - 0.45% |
| #23 | N/A | EDWARDS LIFESCIENCES CORP (EW) - 0.45% |
| #24 | N/A | XCEL ENERGY INC (XEL) - 0.44% |
| #25 | N/A | FASTENAL CO (FAST) - 0.44% |
| Total Holdings | 13 | 598 |
ITDD vs CVMC - Historical Returns
Returns include dividend reinvestment.
1M
ITDD
-0.32%
Winner
CVMC
+0.58%
3M
ITDD
+2.68%
Winner
CVMC
+8.02%
6M
ITDD
+5.25%
Winner
CVMC
+12.83%
1Y
ITDD
+14.87%
Winner
CVMC
+21.14%
Max(CAGR)
Winner
ITDD
+19.05%
CVMC
+12.63%
ITDD vs CVMC - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ITDD | CVMC |
|---|---|---|
| 2026 | +7.09% | +16.29% |
| 2025 | +17.81% | +9.77% |
| 2024 | +13.87% | +13.43% |
| 2023 | +12.87% | +4.40% |
ITDD vs CVMC Drawdown Comparison
The maximum drawdown for ITDD was -12.46%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.
The maximum drawdown for CVMC was -22.53%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The current ITDD drawdown is -2.01%. The current CVMC drawdown is -2.11%.
| Rank | ITDD | CVMC |
|---|---|---|
| #1 | -12.46% Feb 18, 2025 - May 16, 2025 | -22.53% Nov 25, 2024 - Aug 22, 2025 |
| #2 | -7.56% Feb 25, 2026 - Apr 17, 2026 | -15.90% Jul 19, 2023 - Dec 14, 2023 |
| #3 | -5.51% Jul 16, 2024 - Aug 19, 2024 | -11.72% Feb 2, 2023 - Jul 18, 2023 |
| #4 | -4.74% Dec 6, 2024 - Feb 13, 2025 | -9.35% Feb 26, 2026 - Apr 17, 2026 |
| #5 | -4.71% Mar 28, 2024 - May 14, 2024 | -7.27% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -3.79% Oct 27, 2025 - Dec 11, 2025 | -5.90% Jul 16, 2024 - Aug 21, 2024 |
| #7 | -3.15% Jun 2, 2026 - Jul 6, 2026 | -5.45% Oct 27, 2025 - Dec 5, 2025 |
| #8 | -2.69% Aug 23, 2024 - Sep 16, 2024 | -3.90% Dec 28, 2023 - Feb 8, 2024 |
| #9 | -2.48% Oct 18, 2024 - Nov 7, 2024 | -3.75% Aug 30, 2024 - Sep 16, 2024 |
| #10 | -2.34% Oct 19, 2023 - Nov 2, 2023 | -3.44% Oct 3, 2025 - Oct 21, 2025 |
| #11 | -2.30% Dec 28, 2023 - Jan 29, 2024 | -3.28% May 6, 2026 - May 26, 2026 |
| #12 | -2.18% Oct 6, 2025 - Oct 20, 2025 | -3.26% Jun 4, 2026 - Jun 12, 2026 |
| #13 | -2.13% Nov 7, 2024 - Nov 29, 2024 | -2.95% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -2.01% Jul 6, 2026 - Jul 23, 2026 | -2.81% Nov 11, 2024 - Nov 22, 2024 |
| #15 | -1.82% May 15, 2024 - Jun 5, 2024 | -2.28% Sep 11, 2025 - Oct 3, 2025 |
Correlation
Correlation between ITDD and CVMC is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2023 - 2026)
ITDD vs CVMC dividend yield comparison.
| Year | ITDD | CVMC |
|---|---|---|
| 2026 | 0.00% | 0.51% |
| 2025 | 1.82% | 1.39% |
| 2024 | 1.56% | 1.21% |
| 2023 | 0.89% | 1.00% |
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