ITDD vs ZOCT

Comparison between ISHARES LIFEPATH TARGET DATE 2040 ETF (ITDD, ETF) and Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT, ETF).

ITDD vs ZOCT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ITDD(ETF)	ZOCT(ETF)
Net Assets	$105M	$105M
Expense Ratio	0.11%	0.79%
Max Drawdown	13.33%	3.18%
Sharpe Ratio	1.23	1.05
5Y Beta	0.68	0.16

Net Assets

ITDD

$105M

ZOCT

$105M

Expense Ratio

Winner

ITDD

0.11%

ZOCT

0.79%

Max Drawdown

ITDD

13.33%

Winner

ZOCT

3.18%

Sharpe Ratio

Winner

ITDD

1.23

ZOCT

1.05

5Y Beta

ITDD

0.68

Winner

ZOCT

0.16

ITDD vs ZOCT - Historical Returns

Returns include dividend reinvestment.

Period	ITDD	ZOCT
1 month	+1.99%	+0.86%
3 months	+3.12%	+1.73%
6 months	+6.43%	+3.62%
1 year	+18.09%	+6.30%
Max(CAGR)	+19.75%	+5.89%

Winner

ITDD

+1.99%

ZOCT

+0.86%

Winner

ITDD

+3.12%

ZOCT

+1.73%

Winner

ITDD

+6.43%

ZOCT

+3.62%

Winner

ITDD

+18.09%

ZOCT

+6.30%

Max(CAGR)

Winner

ITDD

+19.75%

ZOCT

+5.89%

ITDD vs ZOCT - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	ITDD	ZOCT
2026	+10.43%	+4.13%
2025	+17.81%	+6.28%
2024	+13.87%	+0.68%
2023	+12.87%	N/A

ITDD vs ZOCT Drawdown Comparison

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

The maximum drawdown for ZOCT was -3.18%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The current ITDD drawdown is -0.79%.

Rank	ITDD	ZOCT
#1	-12.46% Feb 18, 2025 - May 16, 2025	-3.18% Feb 20, 2025 - May 15, 2025
#2	-7.56% Feb 25, 2026 - Apr 17, 2026	-1.46% Feb 25, 2026 - Apr 9, 2026
#3	-5.51% Jul 16, 2024 - Aug 19, 2024	-0.90% Oct 27, 2025 - Dec 22, 2025
#4	-4.74% Dec 6, 2024 - Feb 13, 2025	-0.62% Dec 11, 2024 - Dec 26, 2024
#5	-4.71% Mar 28, 2024 - May 14, 2024	-0.60% Oct 18, 2024 - Nov 7, 2024
#6	-3.79% Oct 27, 2025 - Dec 11, 2025	-0.58% May 16, 2025 - Jun 2, 2025
#7	-3.15% Jun 2, 2026 - Jul 6, 2026	-0.51% Dec 26, 2024 - Jan 16, 2025
#8	-2.74% Jul 6, 2026 - Aug 4, 2026	-0.44% Jan 28, 2026 - Feb 9, 2026
#9	-2.69% Aug 23, 2024 - Sep 16, 2024	-0.44% May 29, 2026 - Jun 15, 2026
#10	-2.48% Oct 18, 2024 - Nov 7, 2024	-0.42% Jul 25, 2025 - Aug 8, 2025
#11	-2.34% Oct 19, 2023 - Nov 2, 2023	-0.41% Oct 8, 2025 - Oct 20, 2025
#12	-2.30% Dec 28, 2023 - Jan 29, 2024	-0.36% Jan 9, 2026 - Jan 26, 2026
#13	-2.18% Oct 6, 2025 - Oct 20, 2025	-0.31% Jun 18, 2026 - Jun 30, 2026
#14	-2.13% Nov 7, 2024 - Nov 29, 2024	-0.30% Feb 10, 2026 - Feb 25, 2026
#15	-1.82% May 15, 2024 - Jun 5, 2024	-0.29% Jun 12, 2025 - Jun 23, 2025