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ITDF vs LDRC

Comparison between ISHARES LIFEPATH TARGET DATE 2050 ETF (ITDF, ETF) and ISHARES IBONDS 1-5 YEAR CORPORATE LADDER ETF (LDRC, ETF).

ITDF vs LDRC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ITDF
$76M
Winner
LDRC
$77M
Expense Ratio
ITDF
0.11%
Winner
LDRC
0.10%
Max Drawdown
ITDF
16.09%
Winner
LDRC
1.82%
Sharpe Ratio
Winner
ITDF
1.55
LDRC
0.33
5Y Beta
ITDF
0.85
Winner
LDRC
0.02

ITDF vs LDRC - Holdings Comparison

ITDF and LDRC have 0 common holdings. Overlap is 0.00%

ITDF's top 25 holdings weight is 99.85%. LDRC's top 25 holdings weight is 99.91%.

RankITDFLDRC
#1
ISHARES RUSSELL 1000 ETF (IWB) - 51.95%
ISHARES IBONDS DEC 2029 TERM CORP ETF (IBDU) - 20.03%
#2
ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 24.36%
ISHARES IBONDS DEC 2027 TERM CORP ETF (IBDS) - 20.01%
#3
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 11.51%
ISHARES IBONDS DEC 2028 TERM CORP ETF (IBDT) - 20.00%
#4
ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 4.07%
ISHARES IBONDS DEC 2026 TERM CORP ETF (IBDR) - 19.96%
#5
ISHARES RUSSELL 2000 ETF (IWM) - 3.09%
ISHARES IBONDS DEC 2025 TERM CORP ETF (IBDQ) - 19.91%
#6
ISHARES CORE US REIT ETF (USRT) - 2.56%
N/A
#7
ISHARES MBS ETF (MBB) - 1.25%
N/A
#8
ISHARES 10-20 YEAR TREASURY BOND ETF (TLH) - 0.50%
N/A
#9
ISHARES US TREASURY BOND ETF (GOVT) - 0.26%
N/A
#10
ISHARES 1-5 YEAR INVMT GRD CORP BD ETF (IGSB) - 0.18%
N/A
#11
ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 0.12%
N/A
#12N/AN/A
#13N/AN/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 Holdings115

ITDF vs LDRC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ITDF
+1.33%
LDRC
+0.37%
3M
Winner
ITDF
+10.72%
LDRC
+0.79%
6M
Winner
ITDF
+11.25%
LDRC
+1.39%
1Y
Winner
ITDF
+24.59%
LDRC
+4.40%
Max(CAGR)
Winner
ITDF
+23.63%
LDRC
+4.74%

ITDF vs LDRC - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearITDFLDRC
2026+9.99%+0.98%
2025+21.12%+6.29%
2024+17.13%+0.37%
2023+12.92%N/A

ITDF vs LDRC Drawdown Comparison

The maximum drawdown for ITDF was -15.67%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.

The maximum drawdown for LDRC was -1.00%, occurring on Mar 26, 2026. Recovery took 34 trading sessions.

The current ITDF drawdown is -1.53%. The current LDRC drawdown is -0.02%.

RankITDFLDRC
#1-15.67%
Feb 18, 2025 - May 19, 2025
-1.00%
Feb 27, 2026 - Apr 17, 2026
#2-9.32%
Feb 25, 2026 - Apr 17, 2026
-0.99%
May 20, 2025 - Jun 30, 2025
#3-7.71%
Jul 16, 2024 - Aug 23, 2024
-0.93%
Oct 27, 2025 - Nov 24, 2025
#4-5.12%
Mar 28, 2024 - May 14, 2024
-0.87%
Apr 3, 2025 - Apr 16, 2025
#5-5.00%
Dec 6, 2024 - Feb 13, 2025
-0.70%
Jan 6, 2026 - Feb 12, 2026
#6-4.74%
Oct 27, 2025 - Dec 10, 2025
-0.62%
Dec 6, 2024 - Jan 21, 2025
#7-4.01%
Jun 2, 2026 - Jun 10, 2026
-0.60%
Jan 21, 2025 - Feb 19, 2025
#8-3.72%
Aug 30, 2024 - Sep 19, 2024
-0.58%
Apr 17, 2026 - Jun 2, 2026
#9-3.10%
Oct 19, 2023 - Nov 2, 2023
-0.53%
Nov 24, 2025 - Dec 24, 2025
#10-2.85%
Oct 6, 2025 - Oct 20, 2025
-0.42%
Jul 28, 2025 - Aug 1, 2025
#11-2.76%
Oct 14, 2024 - Nov 7, 2024
-0.35%
Sep 23, 2025 - Oct 2, 2025
#12-2.66%
Jul 23, 2025 - Aug 12, 2025
-0.34%
Apr 16, 2025 - Apr 24, 2025
#13-2.49%
Nov 7, 2024 - Nov 29, 2024
-0.31%
Jun 30, 2025 - Jul 18, 2025
#14-2.37%
Dec 28, 2023 - Jan 25, 2024
-0.27%
Apr 30, 2025 - May 20, 2025
#15-2.24%
Jan 27, 2026 - Feb 9, 2026
-0.26%
Nov 8, 2024 - Nov 19, 2024

Correlation

Correlation between ITDF and LDRC is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2023 - 2026)

ITDF vs LDRC dividend yield comparison.

YearITDFLDRC
20260.00%1.82%
20251.65%4.22%
20241.55%0.75%
20230.85%0.00%

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