ITDF vs GTR
Comparison between ISHARES LIFEPATH TARGET DATE 2050 ETF (ITDF, ETF) and WISDOMTREE TARGET RANGE FUND (GTR, ETF).
ITDF vs GTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ITDF
$68M
GTR
$68M
Expense Ratio
Winner
ITDF
0.11%
GTR
0.70%
Max Drawdown
Winner
ITDF
16.09%
GTR
22.66%
Sharpe Ratio
Winner
ITDF
1.51
GTR
1.36
5Y Beta
ITDF
0.84
Winner
GTR
0.61
ITDF vs GTR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ITDF
+0.98%
GTR
+0.52%
3M
Winner
ITDF
+6.61%
GTR
+4.91%
6M
Winner
ITDF
+9.22%
GTR
+6.59%
1Y
Winner
ITDF
+24.43%
GTR
+18.02%
5Y(CAGR)
ITDF
N/A
GTR
+4.59%
Max(CAGR)
Winner
ITDF
+23.04%
GTR
+4.59%
ITDF vs GTR - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | ITDF | GTR |
|---|---|---|
| 2026 | +8.19% | +5.91% |
| 2025 | +21.12% | +13.28% |
| 2024 | +17.13% | +8.92% |
| 2023 | +12.92% | +12.31% |
| 2022 | N/A | -19.56% |
| 2021 | N/A | +3.77% |
ITDF vs GTR Drawdown Comparison
The maximum drawdown for ITDF was -15.67%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The maximum drawdown for GTR was -21.44%, occurring on Mar 15, 2023. Recovery took 753 trading sessions.
The current ITDF drawdown is -3.15%. The current GTR drawdown is -1.76%.
| Rank | ITDF | GTR |
|---|---|---|
| #1 | -15.67% Feb 18, 2025 - May 19, 2025 | -21.44% Nov 8, 2021 - Nov 6, 2024 |
| #2 | -9.32% Feb 25, 2026 - Apr 17, 2026 | -12.88% Dec 6, 2024 - Jul 3, 2025 |
| #3 | -7.71% Jul 16, 2024 - Aug 23, 2024 | -5.97% Feb 25, 2026 - Apr 14, 2026 |
| #4 | -5.12% Mar 28, 2024 - May 14, 2024 | -5.12% Oct 27, 2025 - Dec 10, 2025 |
| #5 | -5.00% Dec 6, 2024 - Feb 13, 2025 | -2.91% Nov 11, 2024 - Nov 29, 2024 |
| #6 | -4.74% Oct 27, 2025 - Dec 10, 2025 | -2.60% Dec 11, 2025 - Dec 24, 2025 |
| #7 | -3.72% Aug 30, 2024 - Sep 19, 2024 | -2.48% Jul 23, 2025 - Aug 12, 2025 |
| #8 | -3.15% Jun 2, 2026 - Jun 5, 2026 | -2.44% Oct 6, 2025 - Oct 20, 2025 |
| #9 | -3.10% Oct 19, 2023 - Nov 2, 2023 | -1.76% Jun 2, 2026 - Jun 5, 2026 |
| #10 | -2.85% Oct 6, 2025 - Oct 20, 2025 | -1.67% Jan 12, 2026 - Jan 27, 2026 |
| #11 | -2.76% Oct 14, 2024 - Nov 7, 2024 | -1.65% Jan 27, 2026 - Feb 9, 2026 |
| #12 | -2.66% Jul 23, 2025 - Aug 12, 2025 | -1.48% May 14, 2026 - May 26, 2026 |
| #13 | -2.49% Nov 7, 2024 - Nov 29, 2024 | -1.05% Dec 24, 2025 - Jan 5, 2026 |
| #14 | -2.37% Dec 28, 2023 - Jan 25, 2024 | -1.02% Aug 22, 2025 - Sep 5, 2025 |
| #15 | -2.24% Jan 27, 2026 - Feb 9, 2026 | -0.94% Sep 22, 2025 - Oct 1, 2025 |
Correlation
Correlation between ITDF and GTR is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2022 - 2026)
ITDF vs GTR dividend yield comparison.
| Year | ITDF | GTR |
|---|---|---|
| 2026 | 0.00% | 0.47% |
| 2025 | 1.65% | 5.74% |
| 2024 | 1.55% | 5.30% |
| 2023 | 0.85% | 2.85% |
| 2022 | 0.00% | 0.46% |
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