ITDG vs BBIB
Comparison between ISHARES LIFEPATH TARGET DATE 2055 ETF (ITDG, ETF) and JPMORGAN BETABUILDERS U.S. TREASURY BOND 3-10 YEAR ETF (BBIB, ETF).
ITDG vs BBIB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ITDG
$55M
BBIB
$55M
Expense Ratio
ITDG
0.12%
Winner
BBIB
0.04%
Max Drawdown
ITDG
16.73%
Winner
BBIB
7.80%
Sharpe Ratio
Winner
ITDG
1.28
BBIB
-0.49
5Y Beta
ITDG
0.89
Winner
BBIB
-0.02
ITDG vs BBIB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ITDG
-0.02%
BBIB
-0.58%
3M
Winner
ITDG
+3.93%
BBIB
-1.16%
6M
Winner
ITDG
+6.98%
BBIB
-0.76%
1Y
Winner
ITDG
+19.02%
BBIB
+1.97%
Max(CAGR)
Winner
ITDG
+22.87%
BBIB
+2.74%
ITDG vs BBIB - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ITDG | BBIB |
|---|---|---|
| 2026 | +9.50% | -0.93% |
| 2025 | +22.02% | +7.38% |
| 2024 | +17.56% | +1.58% |
| 2023 | +12.83% | +1.34% |
ITDG vs BBIB Drawdown Comparison
The maximum drawdown for ITDG was -16.60%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for BBIB was -6.36%, occurring on Oct 19, 2023. Recovery took 163 trading sessions.
The current ITDG drawdown is -2.44%. The current BBIB drawdown is -2.57%.
| Rank | ITDG | BBIB |
|---|---|---|
| #1 | -16.60% Feb 18, 2025 - Jun 2, 2025 | -6.36% May 4, 2023 - Dec 27, 2023 |
| #2 | -9.54% Feb 25, 2026 - Apr 16, 2026 | -4.31% Sep 16, 2024 - Apr 3, 2025 |
| #3 | -8.03% Jul 16, 2024 - Aug 23, 2024 | -3.49% Feb 1, 2024 - Jul 11, 2024 |
| #4 | -5.16% Mar 28, 2024 - May 14, 2024 | -2.80% Feb 27, 2026 - May 19, 2026 |
| #5 | -4.95% Oct 28, 2025 - Dec 10, 2025 | -2.07% Apr 4, 2025 - Apr 30, 2025 |
| #6 | -4.90% Dec 6, 2024 - Feb 6, 2025 | -1.96% Apr 30, 2025 - Jun 25, 2025 |
| #7 | -4.31% Jun 2, 2026 - Jun 10, 2026 | -1.24% Dec 27, 2023 - Feb 1, 2024 |
| #8 | -4.02% Aug 30, 2024 - Sep 19, 2024 | -1.07% Jun 30, 2025 - Aug 1, 2025 |
| #9 | -3.23% Oct 19, 2023 - Nov 2, 2023 | -1.07% Apr 25, 2023 - May 3, 2023 |
| #10 | -3.08% Oct 6, 2025 - Oct 20, 2025 | -1.02% Aug 5, 2024 - Aug 21, 2024 |
| #11 | -2.80% Oct 14, 2024 - Nov 6, 2024 | -0.88% Nov 26, 2025 - Feb 10, 2026 |
| #12 | -2.75% Jul 23, 2025 - Aug 12, 2025 | -0.83% Oct 22, 2025 - Nov 21, 2025 |
| #13 | -2.59% Nov 7, 2024 - Nov 29, 2024 | -0.71% Sep 16, 2025 - Oct 10, 2025 |
| #14 | -2.42% Jan 27, 2026 - Feb 9, 2026 | -0.42% Jul 17, 2024 - Jul 26, 2024 |
| #15 | -2.37% Dec 28, 2023 - Jan 24, 2024 | -0.39% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between ITDG and BBIB is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2023 - 2026)
ITDG vs BBIB dividend yield comparison.
| Year | ITDG | BBIB |
|---|---|---|
| 2026 | 0.00% | 1.90% |
| 2025 | 1.60% | 3.95% |
| 2024 | 1.44% | 3.76% |
| 2023 | 0.84% | 2.69% |
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