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ITDD vs EMCB

Comparison between ISHARES LIFEPATH TARGET DATE 2040 ETF (ITDD, ETF) and WISDOMTREE EMERGING MARKETS CORPORATE BOND FUND (EMCB, ETF).

ITDD vs EMCB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ITDD
$99M
Winner
EMCB
$99M
Expense Ratio
Winner
ITDD
0.11%
EMCB
0.61%
Max Drawdown
Winner
ITDD
13.33%
EMCB
29.48%
Sharpe Ratio
Winner
ITDD
1.48
EMCB
0.76
5Y Beta
ITDD
0.68
Winner
EMCB
0.11
5Y Dividends CAGR
ITDD
N/A
EMCB
5.27%

ITDD vs EMCB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ITDD
+1.20%
EMCB
+0.81%
3M
Winner
ITDD
+8.49%
EMCB
+0.94%
6M
Winner
ITDD
+9.16%
EMCB
+1.71%
1Y
Winner
ITDD
+20.00%
EMCB
+8.14%
5Y(CAGR)
ITDD
N/A
EMCB
+2.16%
10Y(CAGR)
ITDD
N/A
EMCB
+4.14%
Max(CAGR)
Winner
ITDD
+20.30%
EMCB
+3.74%

ITDD vs EMCB - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearITDDEMCB
2026+7.97%+1.72%
2025+17.81%+7.96%
2024+13.87%+7.01%
2023+12.87%+8.83%
2022N/A-12.81%
2021N/A+0.25%
2020N/A+8.59%
2019N/A+13.06%
2018N/A-2.61%
2017N/A+9.10%
2016N/A+10.90%
2015N/A-3.66%
2014N/A+2.11%
2013N/A-3.48%
2012N/A+11.51%

ITDD vs EMCB Drawdown Comparison

The maximum drawdown for ITDD was -12.46%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.

The maximum drawdown for EMCB was -22.81%, occurring on Mar 19, 2020. Recovery took 112 trading sessions.

The current ITDD drawdown is -1.10%. The current EMCB drawdown is -0.48%.

RankITDDEMCB
#1-12.46%
Feb 18, 2025 - May 16, 2025
-22.81%
Feb 21, 2020 - Jul 31, 2020
#2-7.56%
Feb 25, 2026 - Apr 17, 2026
-21.50%
Sep 14, 2021 - Sep 16, 2024
#3-5.51%
Jul 16, 2024 - Aug 19, 2024
-13.30%
Aug 27, 2014 - Aug 12, 2016
#4-4.74%
Dec 6, 2024 - Feb 13, 2025
-10.62%
Jan 22, 2013 - May 20, 2014
#5-4.71%
Mar 28, 2024 - May 14, 2024
-5.41%
Jan 17, 2018 - Feb 19, 2019
#6-3.79%
Oct 27, 2025 - Dec 11, 2025
-4.55%
Oct 25, 2016 - Feb 3, 2017
#7-3.15%
Jun 2, 2026 - Jun 10, 2026
-4.20%
Feb 28, 2025 - May 23, 2025
#8-2.69%
Aug 23, 2024 - Sep 16, 2024
-3.57%
May 4, 2012 - Jun 29, 2012
#9-2.48%
Oct 18, 2024 - Nov 7, 2024
-3.38%
Jan 8, 2021 - Sep 1, 2021
#10-2.34%
Oct 19, 2023 - Nov 2, 2023
-3.07%
Feb 27, 2026 - Mar 30, 2026
#11-2.30%
Dec 28, 2023 - Jan 29, 2024
-2.87%
Oct 1, 2024 - Feb 18, 2025
#12-2.18%
Oct 6, 2025 - Oct 20, 2025
-2.56%
Sep 14, 2020 - Oct 16, 2020
#13-2.13%
Nov 7, 2024 - Nov 29, 2024
-2.41%
Jul 11, 2014 - Aug 27, 2014
#14-1.82%
May 15, 2024 - Jun 5, 2024
-2.33%
Jul 31, 2020 - Aug 5, 2020
#15-1.81%
May 14, 2026 - May 26, 2026
-2.24%
Oct 16, 2020 - Nov 5, 2020

Correlation

Correlation between ITDD and EMCB is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2012 - 2026)

ITDD vs EMCB dividend yield comparison.

YearITDDEMCB
20260.00%2.15%
20251.82%5.47%
20241.56%5.29%
20230.89%5.09%
20220.00%4.04%
20210.00%3.43%
20200.00%3.85%
20190.00%4.17%
20180.00%4.20%
20170.00%4.04%
20160.00%4.08%
20150.00%5.09%
20140.00%5.26%
20130.00%5.14%
20120.00%3.33%

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