ITDG vs MMSC
Comparison between ISHARES LIFEPATH TARGET DATE 2055 ETF (ITDG, ETF) and FIRST TRUST MULTI-MANAGER SMALL CAP OPPORTUNITIES ETF (MMSC, ETF).
ITDG vs MMSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ITDG vs MMSC - Holdings Comparison
ITDG and MMSC have 0 common holdings. Overlap is 0.00%
ITDG's top 25 holdings weight is 99.85%. MMSC's top 25 holdings weight is 27.61%.
| Rank | ITDG | MMSC |
|---|---|---|
| #1 | ISHARES RUSSELL 1000 ETF (IWB) - 56.34% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.84% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 25.54% | MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 1.39% |
| #3 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 11.49% | XOMETRY INC ORDINARY SHARES CLASS A (XMTR) - 1.39% |
| #4 | ISHARES RUSSELL 2000 ETF (IWM) - 3.28% | BLOOM ENERGY CORP CLASS A (BE) - 1.36% |
| #5 | ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 1.92% | TWIST BIOSCIENCE CORP (TWST) - 1.30% |
| #6 | ISHARES CORE US REIT ETF (USRT) - 1.28% | NLIGHT INC (LASR) - 1.29% |
| #7 | N/A | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 1.22% |
| #8 | N/A | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.19% |
| #9 | N/A | FIRSTCASH HOLDINGS INC (FCFS) - 1.16% |
| #10 | N/A | VICOR CORP (VICR) - 1.11% |
| #11 | N/A | GUARDANT HEALTH INC (GH) - 1.08% |
| #12 | N/A | LIGAND PHARMACEUTICALS INC (LGND) - 1.07% |
| #13 | N/A | SILICON MOTION TECHNOLOGY CORP ADR (SIMO) - 1.04% |
| #14 | N/A | JFROG LTD ORDINARY SHARES (FROG) - 1.02% |
| #15 | N/A | SITIME CORP ORDINARY SHARES (SITM) - 1.01% |
| #16 | N/A | n/a (SEI) - 0.99% |
| #17 | N/A | APOGEE THERAPEUTICS INC (APGE) - 0.99% |
| #18 | N/A | EZCORP INC REGISTERED SHS -A- NON VTG (EZPW) - 0.97% |
| #19 | N/A | n/a (PRAX) - 0.96% |
| #20 | N/A | PLANET LABS PBC CLASS A (PL) - 0.95% |
| #21 | N/A | SPYRE THERAPEUTICS INC (SYRE) - 0.93% |
| #22 | N/A | POWELL INDUSTRIES INC (POWL) - 0.86% |
| #23 | N/A | RBC BEARINGS INC (RBC) - 0.86% |
| #24 | N/A | n/a (DFTX) - 0.82% |
| #25 | N/A | VSE CORP (VSEC) - 0.81% |
| Total Holdings | 6 | 210 |
ITDG vs MMSC - Historical Returns
Returns include dividend reinvestment.
ITDG vs MMSC - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | ITDG | MMSC |
|---|---|---|
| 2026 | +9.50% | +13.91% |
| 2025 | +22.02% | +14.83% |
| 2024 | +17.56% | +24.23% |
| 2023 | +12.83% | +19.91% |
| 2022 | N/A | -31.07% |
| 2021 | N/A | +1.01% |
ITDG vs MMSC Drawdown Comparison
The maximum drawdown for ITDG was -16.60%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for MMSC was -40.82%, occurring on Jun 16, 2022. Recovery took 756 trading sessions.
The current ITDG drawdown is -2.44%. The current MMSC drawdown is -6.00%.
| Rank | ITDG | MMSC |
|---|---|---|
| #1 | -16.60% Feb 18, 2025 - Jun 2, 2025 | -40.82% Nov 8, 2021 - Nov 11, 2024 |
| #2 | -9.54% Feb 25, 2026 - Apr 16, 2026 | -29.76% Dec 4, 2024 - Sep 17, 2025 |
| #3 | -8.03% Jul 16, 2024 - Aug 23, 2024 | -14.10% Jan 22, 2026 - Apr 17, 2026 |
| #4 | -5.16% Mar 28, 2024 - May 14, 2024 | -10.04% Oct 28, 2025 - Dec 10, 2025 |
| #5 | -4.95% Oct 28, 2025 - Dec 10, 2025 | -6.25% Jun 30, 2026 - Jul 20, 2026 |
| #6 | -4.90% Dec 6, 2024 - Feb 6, 2025 | -6.14% Dec 11, 2025 - Jan 6, 2026 |
| #7 | -4.31% Jun 2, 2026 - Jun 10, 2026 | -6.13% Jun 4, 2026 - Jun 18, 2026 |
| #8 | -4.02% Aug 30, 2024 - Sep 19, 2024 | -6.13% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -3.23% Oct 19, 2023 - Nov 2, 2023 | -5.50% May 11, 2026 - May 26, 2026 |
| #10 | -3.08% Oct 6, 2025 - Oct 20, 2025 | -3.75% Apr 20, 2026 - May 5, 2026 |
| #11 | -2.80% Oct 14, 2024 - Nov 6, 2024 | -3.47% Oct 8, 2025 - Oct 14, 2025 |
| #12 | -2.75% Jul 23, 2025 - Aug 12, 2025 | -3.26% Oct 15, 2025 - Oct 24, 2025 |
| #13 | -2.59% Nov 7, 2024 - Nov 29, 2024 | -2.94% Sep 22, 2025 - Oct 2, 2025 |
| #14 | -2.42% Jan 27, 2026 - Feb 9, 2026 | -2.02% Jun 22, 2026 - Jun 30, 2026 |
| #15 | -2.37% Dec 28, 2023 - Jan 24, 2024 | -1.81% May 6, 2026 - May 11, 2026 |
Correlation
Correlation between ITDG and MMSC is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2023 - 2025)
ITDG vs MMSC dividend yield comparison.
| Year | ITDG | MMSC |
|---|---|---|
| 2025 | 1.60% | 0.00% |
| 2024 | 1.44% | 0.41% |
| 2023 | 0.84% | 0.00% |
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