ITDD vs DYTA
Comparison between ISHARES LIFEPATH TARGET DATE 2040 ETF (ITDD, ETF) and SGI DYNAMIC TACTICAL ETF (DYTA, ETF).
ITDD vs DYTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ITDD vs DYTA - Holdings Comparison
ITDD and DYTA have 0 common holdings. Overlap is 0.00%
ITDD's top 25 holdings weight is 99.86%. DYTA's top 25 holdings weight is 65.66%.
| Rank | ITDD | DYTA |
|---|---|---|
| #1 | ISHARES RUSSELL 1000 ETF (IWB) - 44.12% | SGI U.S. LARGE CAP CORE ETF (SGLC) - 20.06% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 18.63% | ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) - 10.38% |
| #3 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.75% | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) - 9.94% |
| #4 | ISHARES US TREASURY BOND ETF (GOVT) - 8.11% | ISHARES CORE S&P MID-CAP ETF (IJH) - 8.71% |
| #5 | ISHARES MBS ETF (MBB) - 5.38% | ISHARES US REAL ESTATE ETF (IYR) - 7.93% |
| #6 | ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 3.32% | VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) - 3.02% |
| #7 | ISHARES CORE US REIT ETF (USRT) - 2.83% | ISHARES MSCI ACWI EX US ETF (ACWX) - 2.81% |
| #8 | ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) - 2.12% | SCHWAB INTERNATIONAL EQUITY ETF„¢ (SCHF) - 2.81% |
| #9 | ISHARES RUSSELL 2000 ETF (IWM) - 2.10% | N/A |
| #10 | ISHARES 1-5 YEAR INVMT GRD CORP BD ETF (IGSB) - 2.06% | N/A |
| #11 | ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 1.37% | N/A |
| #12 | ISHARES 10-20 YEAR TREASURY BOND ETF (TLH) - 0.78% | N/A |
| #13 | ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 0.29% | N/A |
| #14 | N/A | N/A |
| #15 | N/A | N/A |
| #16 | N/A | N/A |
| #17 | N/A | N/A |
| #18 | N/A | N/A |
| #19 | N/A | N/A |
| #20 | N/A | N/A |
| #21 | N/A | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 13 | 8 |
ITDD vs DYTA - Historical Returns
Returns include dividend reinvestment.
ITDD vs DYTA - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ITDD | DYTA |
|---|---|---|
| 2026 | +10.43% | +9.06% |
| 2025 | +17.81% | +7.06% |
| 2024 | +13.87% | +14.22% |
| 2023 | +12.87% | +8.72% |
ITDD vs DYTA Drawdown Comparison
The maximum drawdown for ITDD was -12.46%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.
The maximum drawdown for DYTA was -9.38%, occurring on Apr 8, 2025. Recovery took 208 trading sessions.
The current ITDD drawdown is -0.79%. The current DYTA drawdown is -1.36%.
| Rank | ITDD | DYTA |
|---|---|---|
| #1 | -12.46% Feb 18, 2025 - May 16, 2025 | -9.38% Dec 4, 2024 - Oct 6, 2025 |
| #2 | -7.56% Feb 25, 2026 - Apr 17, 2026 | -9.33% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -5.51% Jul 16, 2024 - Aug 19, 2024 | -9.32% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -4.74% Dec 6, 2024 - Feb 13, 2025 | -7.79% Jul 16, 2024 - Oct 11, 2024 |
| #5 | -4.71% Mar 28, 2024 - May 14, 2024 | -5.30% Mar 27, 2024 - May 15, 2024 |
| #6 | -3.79% Oct 27, 2025 - Dec 11, 2025 | -3.36% Jun 22, 2026 - Aug 4, 2026 |
| #7 | -3.15% Jun 2, 2026 - Jul 6, 2026 | -3.13% Jan 29, 2026 - Feb 9, 2026 |
| #8 | -2.74% Jul 6, 2026 - Aug 4, 2026 | -3.05% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -2.69% Aug 23, 2024 - Sep 16, 2024 | -3.04% Jun 2, 2026 - Jun 22, 2026 |
| #10 | -2.48% Oct 18, 2024 - Nov 7, 2024 | -2.71% Oct 14, 2024 - Nov 6, 2024 |
| #11 | -2.34% Oct 19, 2023 - Nov 2, 2023 | -2.29% Jan 12, 2026 - Jan 27, 2026 |
| #12 | -2.30% Dec 28, 2023 - Jan 29, 2024 | -2.21% Dec 27, 2023 - Jan 19, 2024 |
| #13 | -2.18% Oct 6, 2025 - Oct 20, 2025 | -2.00% Apr 17, 2023 - Jun 2, 2023 |
| #14 | -2.13% Nov 7, 2024 - Nov 29, 2024 | -1.80% May 14, 2026 - May 26, 2026 |
| #15 | -1.82% May 15, 2024 - Jun 5, 2024 | -1.80% Feb 9, 2026 - Feb 25, 2026 |
Correlation
Correlation between ITDD and DYTA is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2023 - 2025)
ITDD vs DYTA dividend yield comparison.
| Year | ITDD | DYTA |
|---|---|---|
| 2025 | 1.82% | 1.64% |
| 2024 | 1.56% | 10.80% |
| 2023 | 0.89% | 0.89% |
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