ITDG vs NBTR
Comparison between ISHARES LIFEPATH TARGET DATE 2055 ETF (ITDG, ETF) and NEUBERGER BERMAN TOTAL RETURN BOND ETF (NBTR, ETF).
ITDG vs NBTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ITDG
$55M
NBTR
$55M
Expense Ratio
Winner
ITDG
0.12%
NBTR
0.38%
Max Drawdown
ITDG
16.73%
Winner
NBTR
4.80%
Sharpe Ratio
Winner
ITDG
1.28
NBTR
-0.04
5Y Beta
ITDG
0.89
Winner
NBTR
0.08
ITDG vs NBTR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ITDG
-0.02%
NBTR
-1.26%
3M
Winner
ITDG
+3.93%
NBTR
-1.23%
6M
Winner
ITDG
+6.98%
NBTR
-0.99%
1Y
Winner
ITDG
+19.02%
NBTR
+3.20%
Max(CAGR)
Winner
ITDG
+22.87%
NBTR
+4.42%
ITDG vs NBTR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ITDG | NBTR |
|---|---|---|
| 2026 | +9.50% | -0.53% |
| 2025 | +22.02% | +8.03% |
| 2024 | +17.56% | -0.26% |
| 2023 | +12.83% | N/A |
ITDG vs NBTR Drawdown Comparison
The maximum drawdown for ITDG was -16.60%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for NBTR was -2.58%, occurring on Apr 11, 2025. Recovery took 42 trading sessions.
The current ITDG drawdown is -2.44%. The current NBTR drawdown is -2.23%.
| Rank | ITDG | NBTR |
|---|---|---|
| #1 | -16.60% Feb 18, 2025 - Jun 2, 2025 | -2.58% Apr 3, 2025 - Jun 4, 2025 |
| #2 | -9.54% Feb 25, 2026 - Apr 16, 2026 | -2.54% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -8.03% Jul 16, 2024 - Aug 23, 2024 | -1.33% Dec 18, 2024 - Jan 21, 2025 |
| #4 | -5.16% Mar 28, 2024 - May 14, 2024 | -1.05% Mar 3, 2025 - Apr 3, 2025 |
| #5 | -4.95% Oct 28, 2025 - Dec 10, 2025 | -1.05% Oct 27, 2025 - Dec 29, 2025 |
| #6 | -4.90% Dec 6, 2024 - Feb 6, 2025 | -0.95% Feb 5, 2025 - Feb 21, 2025 |
| #7 | -4.31% Jun 2, 2026 - Jun 10, 2026 | -0.90% Jul 2, 2025 - Jul 29, 2025 |
| #8 | -4.02% Aug 30, 2024 - Sep 19, 2024 | -0.66% Sep 15, 2025 - Oct 14, 2025 |
| #9 | -3.23% Oct 19, 2023 - Nov 2, 2023 | -0.64% Jun 4, 2025 - Jun 12, 2025 |
| #10 | -3.08% Oct 6, 2025 - Oct 20, 2025 | -0.60% Jan 14, 2026 - Feb 10, 2026 |
| #11 | -2.80% Oct 14, 2024 - Nov 6, 2024 | -0.47% Aug 13, 2025 - Aug 22, 2025 |
| #12 | -2.75% Jul 23, 2025 - Aug 12, 2025 | -0.42% Jun 12, 2025 - Jun 23, 2025 |
| #13 | -2.59% Nov 7, 2024 - Nov 29, 2024 | -0.36% Aug 28, 2025 - Sep 4, 2025 |
| #14 | -2.42% Jan 27, 2026 - Feb 9, 2026 | -0.28% Dec 29, 2025 - Jan 7, 2026 |
| #15 | -2.37% Dec 28, 2023 - Jan 24, 2024 | -0.27% Jan 21, 2025 - Jan 27, 2025 |
Correlation
Correlation between ITDG and NBTR 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 NBTR dividend yield comparison.
| Year | ITDG | NBTR |
|---|---|---|
| 2026 | 0.00% | 2.45% |
| 2025 | 1.60% | 5.76% |
| 2024 | 1.44% | 0.00% |
| 2023 | 0.84% | 0.00% |
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