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ITDD vs PLTW

Comparison between ISHARES LIFEPATH TARGET DATE 2040 ETF (ITDD, ETF) and ROUNDHILL PLTR WEEKLYPAY ETF (PLTW, ETF).

ITDD vs PLTW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
ITDD
$102M
PLTW
$102M
Expense Ratio
ITDD
0.11%
PLTW
N/A
Max Drawdown
Winner
ITDD
13.33%
PLTW
73.75%
Sharpe Ratio
Winner
ITDD
1.26
PLTW
-0.20
5Y Beta
Winner
ITDD
0.68
PLTW
2.19

ITDD vs PLTW - Holdings Comparison

ITDD and PLTW have 0 common holdings. Overlap is 0.00%

ITDD's top 25 holdings weight is 99.81%. PLTW's top 25 holdings weight is 23.95%.

RankITDDPLTW
#1
ISHARES RUSSELL 1000 ETF (IWB) - 42.99%
PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 19.81%
#2
ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 18.65%
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.14%
#3
ISHARES US TREASURY BOND ETF (GOVT) - 8.52%
N/A
#4
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.37%
N/A
#5
ISHARES MBS ETF (MBB) - 5.74%
N/A
#6
ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 3.21%
N/A
#7
ISHARES CORE US REIT ETF (USRT) - 2.98%
N/A
#8
ISHARES 1-5 YEAR INVMT GRD CORP BD ETF (IGSB) - 2.29%
N/A
#9
ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) - 2.22%
N/A
#10
ISHARES RUSSELL 2000 ETF (IWM) - 1.98%
N/A
#11
ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 1.55%
N/A
#12
ISHARES 10-20 YEAR TREASURY BOND ETF (TLH) - 1.01%
N/A
#13
ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 0.30%
N/A
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings132

ITDD vs PLTW - Historical Returns

Returns include dividend reinvestment.

1M
ITDD
-0.46%
Winner
PLTW
+11.94%
3M
Winner
ITDD
+4.02%
PLTW
-12.55%
6M
Winner
ITDD
+7.09%
PLTW
-26.82%
1Y
Winner
ITDD
+17.37%
PLTW
-22.88%
Max(CAGR)
Winner
ITDD
+19.56%
PLTW
+4.07%

ITDD vs PLTW - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearITDDPLTW
2026+8.27%-28.87%
2025+17.81%+58.33%
2024+13.87%N/A
2023+12.87%N/A

ITDD vs PLTW Drawdown Comparison

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

The maximum drawdown for PLTW was -57.44%, occurring on Jun 25, 2026. This drawdown has not yet recovered.

The current ITDD drawdown is -0.93%. The current PLTW drawdown is -45.45%.

RankITDDPLTW
#1-12.46%
Feb 18, 2025 - May 16, 2025
-57.44%
Nov 3, 2025 - Jun 25, 2026
#2-7.56%
Feb 25, 2026 - Apr 17, 2026
-39.92%
Feb 19, 2025 - Apr 28, 2025
#3-5.51%
Jul 16, 2024 - Aug 19, 2024
-21.74%
Aug 8, 2025 - Oct 29, 2025
#4-4.74%
Dec 6, 2024 - Feb 13, 2025
-16.14%
May 5, 2025 - May 13, 2025
#5-4.71%
Mar 28, 2024 - May 14, 2024
-11.92%
Jun 3, 2025 - Jun 11, 2025
#6-3.79%
Oct 27, 2025 - Dec 11, 2025
-11.09%
Jun 26, 2025 - Jul 14, 2025
#7-3.15%
Jun 2, 2026 - Jul 6, 2026
-8.91%
May 14, 2025 - May 30, 2025
#8-2.69%
Aug 23, 2024 - Sep 16, 2024
-5.05%
Jul 17, 2025 - Jul 24, 2025
#9-2.48%
Oct 18, 2024 - Nov 7, 2024
-3.52%
Jul 25, 2025 - Aug 4, 2025
#10-2.34%
Oct 19, 2023 - Nov 2, 2023
-3.49%
Jun 16, 2025 - Jun 24, 2025
#11-2.30%
Dec 28, 2023 - Jan 29, 2024
-2.29%
Apr 30, 2025 - May 2, 2025
#12-2.18%
Oct 6, 2025 - Oct 20, 2025
-1.79%
Oct 29, 2025 - Oct 31, 2025
#13-2.13%
Nov 7, 2024 - Nov 29, 2024
-1.01%
Jun 11, 2025 - Jun 13, 2025
#14-1.82%
May 15, 2024 - Jun 5, 2024
-0.89%
Jul 14, 2025 - Jul 16, 2025
#15-1.81%
May 14, 2026 - May 26, 2026
-0.13%
Jun 24, 2025 - Jun 26, 2025

Correlation

Correlation between ITDD and PLTW is 0.23 which considered as a very weak or no correlation - the stocks move independently of each other.

0.23
-101

Dividend Comparison (2023 - 2026)

ITDD vs PLTW dividend yield comparison.

YearITDDPLTW
20260.00%38.56%
20251.82%72.40%
20241.56%0.00%
20230.89%0.00%

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