ITDD vs KGLD
Comparison between ISHARES LIFEPATH TARGET DATE 2040 ETF (ITDD, ETF) and Kurv Gold Enhanced Income ETF (KGLD, ETF).
ITDD vs KGLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ITDD vs KGLD - Holdings Comparison
ITDD and KGLD have 0 common holdings. Overlap is 0.00%
ITDD's top 25 holdings weight is 99.84%. KGLD's top 25 holdings weight is 3.77%.
| Rank | ITDD | KGLD |
|---|---|---|
| #1 | ISHARES RUSSELL 1000 ETF (IWB) - 42.17% | FIDELITY INV MM GOVERNMENT I (FIGXX) - 3.77% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 18.26% | N/A |
| #3 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 9.02% | N/A |
| #4 | ISHARES US TREASURY BOND ETF (GOVT) - 8.48% | N/A |
| #5 | ISHARES MBS ETF (MBB) - 5.92% | N/A |
| #6 | ISHARES CORE US REIT ETF (USRT) - 3.03% | N/A |
| #7 | ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 2.91% | N/A |
| #8 | ISHARES 1-5 YEAR INVMT GRD CORP BD ETF (IGSB) - 2.53% | N/A |
| #9 | ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) - 2.10% | N/A |
| #10 | ISHARES RUSSELL 2000 ETF (IWM) - 1.92% | N/A |
| #11 | ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 1.81% | N/A |
| #12 | ISHARES 10-20 YEAR TREASURY BOND ETF (TLH) - 1.42% | N/A |
| #13 | ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 0.27% | 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 | 1 |
ITDD vs KGLD - Historical Returns
Returns include dividend reinvestment.
ITDD vs KGLD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ITDD | KGLD |
|---|---|---|
| 2026 | +6.49% | -0.33% |
| 2025 | +17.81% | +29.71% |
| 2024 | +13.87% | N/A |
| 2023 | +12.87% | N/A |
ITDD vs KGLD Drawdown Comparison
The maximum drawdown for ITDD was -12.46%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.
The maximum drawdown for KGLD was -21.83%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The current ITDD drawdown is -2.45%. The current KGLD drawdown is -21.83%.
| Rank | ITDD | KGLD |
|---|---|---|
| #1 | -12.46% Feb 18, 2025 - May 16, 2025 | -21.83% Jan 28, 2026 - Jun 5, 2026 |
| #2 | -7.56% Feb 25, 2026 - Apr 17, 2026 | -11.59% Oct 20, 2025 - Dec 22, 2025 |
| #3 | -5.51% Jul 16, 2024 - Aug 19, 2024 | -5.43% Dec 26, 2025 - Jan 12, 2026 |
| #4 | -4.74% Dec 6, 2024 - Feb 13, 2025 | -3.71% Jul 22, 2025 - Aug 7, 2025 |
| #5 | -4.71% Mar 28, 2024 - May 14, 2024 | -1.94% Oct 16, 2025 - Oct 20, 2025 |
| #6 | -3.79% Oct 27, 2025 - Dec 11, 2025 | -1.69% Oct 8, 2025 - Oct 13, 2025 |
| #7 | -2.69% Aug 23, 2024 - Sep 16, 2024 | -1.60% Aug 8, 2025 - Aug 26, 2025 |
| #8 | -2.48% Oct 18, 2024 - Nov 7, 2024 | -1.19% Jan 14, 2026 - Jan 20, 2026 |
| #9 | -2.45% Jun 2, 2026 - Jun 5, 2026 | -0.88% Sep 16, 2025 - Sep 19, 2025 |
| #10 | -2.34% Oct 19, 2023 - Nov 2, 2023 | -0.88% Sep 23, 2025 - Sep 26, 2025 |
| #11 | -2.30% Dec 28, 2023 - Jan 29, 2024 | -0.69% Jul 11, 2025 - Jul 21, 2025 |
| #12 | -2.18% Oct 6, 2025 - Oct 20, 2025 | -0.47% Dec 23, 2025 - Dec 26, 2025 |
| #13 | -2.13% Nov 7, 2024 - Nov 29, 2024 | -0.30% Sep 10, 2025 - Sep 15, 2025 |
| #14 | -1.82% May 15, 2024 - Jun 5, 2024 | -0.21% Sep 8, 2025 - Sep 10, 2025 |
| #15 | -1.81% May 14, 2026 - May 26, 2026 | -0.15% Jan 12, 2026 - Jan 14, 2026 |
Correlation
Correlation between ITDD and KGLD is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2023 - 2026)
ITDD vs KGLD dividend yield comparison.
| Year | ITDD | KGLD |
|---|---|---|
| 2026 | 0.00% | 8.10% |
| 2025 | 1.82% | 4.59% |
| 2024 | 1.56% | 0.00% |
| 2023 | 0.89% | 0.00% |
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