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ITDE vs MARW

Comparison between ISHARES LIFEPATH TARGET DATE 2045 ETF (ITDE, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 MAR ETF (MARW, ETF).

ITDE vs MARW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ITDE
$87M
Winner
MARW
$87M
Expense Ratio
Winner
ITDE
0.11%
MARW
0.74%
Max Drawdown
ITDE
15.38%
Winner
MARW
7.58%
Sharpe Ratio
ITDE
1.30
Winner
MARW
1.52
5Y Beta
ITDE
0.78
Winner
MARW
0.37

ITDE vs MARW - Historical Returns

Returns include dividend reinvestment.

1M
ITDE
-0.47%
Winner
MARW
+0.47%
3M
Winner
ITDE
+4.67%
MARW
+2.79%
6M
Winner
ITDE
+8.04%
MARW
+5.15%
1Y
Winner
ITDE
+19.56%
MARW
+10.61%
Max(CAGR)
Winner
ITDE
+21.40%
MARW
+11.59%

ITDE vs MARW - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearITDEMARW
2026+9.53%+5.49%
2025+19.64%+10.61%
2024+15.48%+11.17%
2023+13.21%+11.83%

ITDE vs MARW Drawdown Comparison

The maximum drawdown for ITDE was -14.67%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.

The maximum drawdown for MARW was -7.58%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.

The current ITDE drawdown is -0.92%. The current MARW drawdown is -0.17%.

RankITDEMARW
#1-14.67%
Feb 18, 2025 - May 19, 2025
-7.58%
Feb 28, 2025 - May 13, 2025
#2-8.44%
Feb 25, 2026 - Apr 17, 2026
-3.57%
Sep 14, 2023 - Nov 8, 2023
#3-6.75%
Jul 16, 2024 - Aug 21, 2024
-3.52%
Jul 16, 2024 - Aug 19, 2024
#4-5.08%
Dec 6, 2024 - Feb 13, 2025
-3.39%
Feb 26, 2026 - Apr 9, 2026
#5-5.05%
Mar 28, 2024 - May 14, 2024
-2.35%
Mar 27, 2024 - May 10, 2024
#6-4.23%
Oct 27, 2025 - Dec 10, 2025
-2.10%
Mar 6, 2023 - Mar 21, 2023
#7-3.60%
Jun 2, 2026 - Jul 6, 2026
-1.73%
Aug 30, 2024 - Sep 19, 2024
#8-3.24%
Aug 30, 2024 - Sep 16, 2024
-1.42%
Jul 28, 2023 - Aug 30, 2023
#9-2.81%
Oct 19, 2023 - Nov 2, 2023
-1.23%
Nov 12, 2025 - Nov 26, 2025
#10-2.67%
Oct 18, 2024 - Nov 7, 2024
-1.13%
Jun 2, 2026 - Jun 15, 2026
#11-2.57%
Oct 6, 2025 - Oct 20, 2025
-1.12%
May 19, 2025 - Jun 2, 2025
#12-2.39%
Dec 28, 2023 - Jan 26, 2024
-0.97%
May 1, 2023 - May 17, 2023
#13-2.32%
Nov 11, 2024 - Nov 29, 2024
-0.92%
Oct 8, 2025 - Oct 20, 2025
#14-2.29%
Jul 23, 2025 - Aug 12, 2025
-0.85%
Dec 16, 2024 - Dec 24, 2024
#15-1.94%
Jul 6, 2026 - Jul 20, 2026
-0.84%
May 18, 2023 - May 26, 2023

Correlation

Correlation between ITDE and MARW is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

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