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ITDH vs HYBX

Comparison between ISHARES LIFEPATH TARGET DATE 2060 ETF (ITDH, ETF) and TCW High Yield Bond ETF (HYBX, ETF).

ITDH vs HYBX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ITDH
$32M
Winner
HYBX
$33M
Expense Ratio
Winner
ITDH
0.12%
HYBX
0.50%
Max Drawdown
ITDH
16.44%
Winner
HYBX
5.48%
Sharpe Ratio
Winner
ITDH
1.51
HYBX
0.27
5Y Beta
ITDH
0.89
Winner
HYBX
0.16

ITDH vs HYBX - Holdings Comparison

ITDH and HYBX have 0 common holdings. Overlap is 0.00%

ITDH's top 25 holdings weight is 99.85%. HYBX's top 25 holdings weight is 0.02%.

RankITDHHYBX
#1
ISHARES RUSSELL 1000 ETF (IWB) - 56.19%
TCW FDS (TGCXX) - 0.02%
#2
ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 25.51%
N/A
#3
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 12.61%
N/A
#4
ISHARES RUSSELL 2000 ETF (IWM) - 3.70%
N/A
#5
ISHARES CORE US REIT ETF (USRT) - 0.97%
N/A
#6
ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 0.87%
N/A
#7N/AN/A
#8N/AN/A
#9N/AN/A
#10N/AN/A
#11N/AN/A
#12N/AN/A
#13N/AN/A
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings61

ITDH vs HYBX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ITDH
+1.03%
HYBX
-0.17%
3M
Winner
ITDH
+7.18%
HYBX
+0.55%
6M
Winner
ITDH
+9.84%
HYBX
+1.87%
1Y
Winner
ITDH
+25.71%
HYBX
+5.33%
Max(CAGR)
Winner
ITDH
+23.82%
HYBX
+5.17%

ITDH vs HYBX - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearITDHHYBX
2026+8.45%+1.12%
2025+21.94%+6.16%
2024+17.59%-0.26%
2023+12.83%N/A

ITDH vs HYBX Drawdown Comparison

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

The maximum drawdown for HYBX was -3.92%, occurring on Apr 8, 2025. Recovery took 50 trading sessions.

The current ITDH drawdown is -3.38%. The current HYBX drawdown is -0.93%.

RankITDHHYBX
#1-16.25%
Feb 18, 2025 - May 19, 2025
-3.92%
Feb 28, 2025 - May 12, 2025
#2-9.64%
Feb 25, 2026 - Apr 16, 2026
-2.15%
Jan 27, 2026 - Apr 8, 2026
#3-8.19%
Jul 16, 2024 - Aug 23, 2024
-1.76%
Oct 28, 2025 - Dec 19, 2025
#4-5.16%
Mar 28, 2024 - May 14, 2024
-1.72%
Dec 6, 2024 - Jan 24, 2025
#5-4.93%
Oct 28, 2025 - Dec 10, 2025
-1.49%
Aug 13, 2025 - Sep 2, 2025
#6-4.88%
Dec 6, 2024 - Feb 6, 2025
-1.48%
Sep 23, 2025 - Oct 28, 2025
#7-4.03%
Aug 30, 2024 - Sep 19, 2024
-1.38%
Dec 19, 2025 - Dec 23, 2025
#8-3.38%
Jun 2, 2026 - Jun 5, 2026
-1.38%
Apr 27, 2026 - May 19, 2026
#9-3.23%
Oct 19, 2023 - Nov 2, 2023
-0.85%
Nov 18, 2024 - Dec 3, 2024
#10-3.10%
Oct 6, 2025 - Oct 20, 2025
-0.84%
May 20, 2025 - May 28, 2025
#11-2.82%
Oct 14, 2024 - Nov 6, 2024
-0.81%
Jan 20, 2026 - Jan 27, 2026
#12-2.80%
Jul 23, 2025 - Aug 12, 2025
-0.72%
Jul 9, 2025 - Jul 21, 2025
#13-2.45%
Jan 27, 2026 - Feb 9, 2026
-0.69%
Jul 23, 2025 - Aug 11, 2025
#14-2.44%
Nov 7, 2024 - Nov 29, 2024
-0.68%
Sep 5, 2025 - Sep 18, 2025
#15-2.37%
Dec 28, 2023 - Jan 24, 2024
-0.66%
Dec 24, 2025 - Jan 2, 2026

Correlation

Correlation between ITDH and HYBX is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2023 - 2026)

ITDH vs HYBX dividend yield comparison.

YearITDHHYBX
20260.00%3.21%
20251.60%7.82%
20241.66%1.08%
20230.84%0.00%

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