ITDG vs YGLD
Comparison between ISHARES LIFEPATH TARGET DATE 2055 ETF (ITDG, ETF) and Simplify Gold Strategy PLUS Income ETF (YGLD, ETF).
ITDG vs YGLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ITDG
$49M
YGLD
$49M
Expense Ratio
Winner
ITDG
0.12%
YGLD
0.53%
Max Drawdown
Winner
ITDG
16.73%
YGLD
38.53%
Sharpe Ratio
Winner
ITDG
1.52
YGLD
0.47
5Y Beta
ITDG
0.88
Winner
YGLD
0.66
ITDG vs YGLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ITDG
+1.02%
YGLD
-7.63%
3M
Winner
ITDG
+7.06%
YGLD
-27.65%
6M
Winner
ITDG
+9.75%
YGLD
-10.89%
1Y
Winner
ITDG
+25.51%
YGLD
+17.83%
Max(CAGR)
ITDG
+23.72%
Winner
YGLD
+40.81%
ITDG vs YGLD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ITDG | YGLD |
|---|---|---|
| 2026 | +8.52% | -11.73% |
| 2025 | +22.02% | +92.88% |
| 2024 | +17.56% | -4.17% |
| 2023 | +12.83% | N/A |
ITDG vs YGLD Drawdown Comparison
The maximum drawdown for ITDG was -16.60%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for YGLD was -35.95%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The current ITDG drawdown is -3.32%. The current YGLD drawdown is -35.95%.
| Rank | ITDG | YGLD |
|---|---|---|
| #1 | -16.60% Feb 18, 2025 - Jun 2, 2025 | -35.95% Jan 28, 2026 - Jun 5, 2026 |
| #2 | -9.54% Feb 25, 2026 - Apr 16, 2026 | -15.20% Oct 20, 2025 - Dec 23, 2025 |
| #3 | -8.03% Jul 16, 2024 - Aug 23, 2024 | -10.55% Dec 11, 2024 - Jan 24, 2025 |
| #4 | -5.16% Mar 28, 2024 - May 14, 2024 | -8.59% Dec 26, 2025 - Jan 12, 2026 |
| #5 | -4.95% Oct 28, 2025 - Dec 10, 2025 | -7.87% Feb 13, 2025 - Mar 18, 2025 |
| #6 | -4.90% Dec 6, 2024 - Feb 6, 2025 | -7.51% Jul 22, 2025 - Aug 29, 2025 |
| #7 | -4.02% Aug 30, 2024 - Sep 19, 2024 | -6.23% Apr 2, 2025 - Apr 9, 2025 |
| #8 | -3.32% Jun 2, 2026 - Jun 5, 2026 | -6.20% May 6, 2025 - Jun 2, 2025 |
| #9 | -3.23% Oct 19, 2023 - Nov 2, 2023 | -5.85% Apr 21, 2025 - May 6, 2025 |
| #10 | -3.08% Oct 6, 2025 - Oct 20, 2025 | -4.86% Jun 13, 2025 - Jul 22, 2025 |
| #11 | -2.80% Oct 14, 2024 - Nov 6, 2024 | -4.62% Jun 4, 2025 - Jun 13, 2025 |
| #12 | -2.75% Jul 23, 2025 - Aug 12, 2025 | -3.17% Oct 8, 2025 - Oct 13, 2025 |
| #13 | -2.59% Nov 7, 2024 - Nov 29, 2024 | -2.77% Oct 16, 2025 - Oct 20, 2025 |
| #14 | -2.42% Jan 27, 2026 - Feb 9, 2026 | -2.49% Jan 24, 2025 - Jan 30, 2025 |
| #15 | -2.37% Dec 28, 2023 - Jan 24, 2024 | -1.92% Sep 16, 2025 - Sep 22, 2025 |
Correlation
Correlation between ITDG and YGLD is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2023 - 2026)
ITDG vs YGLD dividend yield comparison.
| Year | ITDG | YGLD |
|---|---|---|
| 2026 | 0.00% | 6.26% |
| 2025 | 1.60% | 12.05% |
| 2024 | 1.44% | 0.00% |
| 2023 | 0.84% | 0.00% |
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