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ITDH vs CPST

Comparison between ISHARES LIFEPATH TARGET DATE 2060 ETF (ITDH, ETF) and CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - SEPTEMBER (CPST, ETF).

ITDH vs CPST - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ITDH
$32M
CPST
$32M
Expense Ratio
Winner
ITDH
0.12%
CPST
0.69%
Max Drawdown
ITDH
16.44%
Winner
CPST
3.79%
Sharpe Ratio
ITDH
1.51
Winner
CPST
1.67
5Y Beta
ITDH
0.89
Winner
CPST
0.18

ITDH vs CPST - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ITDH
+1.03%
CPST
+0.58%
3M
Winner
ITDH
+7.18%
CPST
+2.04%
6M
Winner
ITDH
+9.84%
CPST
+2.76%
1Y
Winner
ITDH
+25.71%
CPST
+7.54%
Max(CAGR)
Winner
ITDH
+23.82%
CPST
+6.64%

ITDH vs CPST - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearITDHCPST
2026+8.45%+2.44%
2025+21.94%+6.69%
2024+17.59%+2.30%
2023+12.83%N/A

ITDH vs CPST Drawdown Comparison

The maximum drawdown for ITDH was -16.25%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.

The maximum drawdown for CPST was -3.79%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.

The current ITDH drawdown is -3.38%. The current CPST drawdown is -0.18%.

RankITDHCPST
#1-16.25%
Feb 18, 2025 - May 19, 2025
-3.79%
Feb 19, 2025 - May 15, 2025
#2-9.64%
Feb 25, 2026 - Apr 16, 2026
-1.42%
Feb 25, 2026 - Apr 9, 2026
#3-8.19%
Jul 16, 2024 - Aug 23, 2024
-0.89%
Oct 27, 2025 - Dec 3, 2025
#4-5.16%
Mar 28, 2024 - May 14, 2024
-0.73%
May 19, 2025 - Jun 3, 2025
#5-4.93%
Oct 28, 2025 - Dec 10, 2025
-0.55%
Jan 23, 2025 - Feb 6, 2025
#6-4.88%
Dec 6, 2024 - Feb 6, 2025
-0.49%
Dec 6, 2024 - Dec 24, 2024
#7-4.03%
Aug 30, 2024 - Sep 19, 2024
-0.43%
Oct 22, 2024 - Nov 6, 2024
#8-3.38%
Jun 2, 2026 - Jun 5, 2026
-0.40%
Jul 28, 2025 - Aug 6, 2025
#9-3.23%
Oct 19, 2023 - Nov 2, 2023
-0.40%
Jan 6, 2025 - Jan 15, 2025
#10-3.10%
Oct 6, 2025 - Oct 20, 2025
-0.38%
Nov 8, 2024 - Nov 26, 2024
#11-2.82%
Oct 14, 2024 - Nov 6, 2024
-0.36%
Jan 28, 2026 - Feb 9, 2026
#12-2.80%
Jul 23, 2025 - Aug 12, 2025
-0.36%
Sep 25, 2024 - Oct 11, 2024
#13-2.45%
Jan 27, 2026 - Feb 9, 2026
-0.35%
Jan 13, 2026 - Jan 27, 2026
#14-2.44%
Nov 7, 2024 - Nov 29, 2024
-0.34%
Oct 6, 2025 - Oct 20, 2025
#15-2.37%
Dec 28, 2023 - Jan 24, 2024
-0.32%
Sep 22, 2025 - Oct 1, 2025

Correlation

Correlation between ITDH and CPST is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

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