ITDH vs QBSF
Comparison between ISHARES LIFEPATH TARGET DATE 2060 ETF (ITDH, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 ETF (QBSF, ETF).
ITDH vs QBSF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ITDH
$36M
Winner
QBSF
$36M
Expense Ratio
Winner
ITDH
0.12%
QBSF
0.64%
Max Drawdown
ITDH
16.44%
Winner
QBSF
1.58%
Sharpe Ratio
Winner
ITDH
1.15
QBSF
1.12
5Y Beta
ITDH
0.90
Winner
QBSF
0.16
ITDH vs QBSF - Historical Returns
Returns include dividend reinvestment.
1M
ITDH
-0.15%
Winner
QBSF
+0.04%
3M
Winner
ITDH
+3.88%
QBSF
+1.30%
6M
Winner
ITDH
+6.91%
QBSF
+2.32%
1Y
Winner
ITDH
+19.04%
QBSF
+6.84%
Max(CAGR)
Winner
ITDH
+22.93%
QBSF
+7.15%
ITDH vs QBSF - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ITDH | QBSF |
|---|---|---|
| 2026 | +9.33% | +2.67% |
| 2025 | +21.94% | +4.75% |
| 2024 | +17.59% | N/A |
| 2023 | +12.83% | N/A |
ITDH vs QBSF Drawdown Comparison
The maximum drawdown for ITDH was -16.25%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The maximum drawdown for QBSF was -1.58%, occurring on Mar 24, 2026. Recovery took 33 trading sessions.
The current ITDH drawdown is -2.59%. The current QBSF drawdown is -0.47%.
| Rank | ITDH | QBSF |
|---|---|---|
| #1 | -16.25% Feb 18, 2025 - May 19, 2025 | -1.58% Feb 25, 2026 - Apr 14, 2026 |
| #2 | -9.64% Feb 25, 2026 - Apr 16, 2026 | -1.04% Nov 12, 2025 - Nov 26, 2025 |
| #3 | -8.19% Jul 16, 2024 - Aug 23, 2024 | -0.76% Oct 8, 2025 - Oct 20, 2025 |
| #4 | -5.16% Mar 28, 2024 - May 14, 2024 | -0.63% Dec 11, 2025 - Dec 19, 2025 |
| #5 | -4.93% Oct 28, 2025 - Dec 10, 2025 | -0.56% Feb 10, 2026 - Feb 25, 2026 |
| #6 | -4.88% Dec 6, 2024 - Feb 6, 2025 | -0.52% Feb 2, 2026 - Feb 10, 2026 |
| #7 | -4.42% Jun 2, 2026 - Jun 10, 2026 | -0.47% Jul 15, 2026 - Jul 23, 2026 |
| #8 | -4.03% Aug 30, 2024 - Sep 19, 2024 | -0.47% Jul 28, 2025 - Aug 6, 2025 |
| #9 | -3.23% Oct 19, 2023 - Nov 2, 2023 | -0.44% Jan 15, 2026 - Jan 26, 2026 |
| #10 | -3.10% Oct 6, 2025 - Oct 20, 2025 | -0.39% Oct 29, 2025 - Nov 10, 2025 |
| #11 | -2.82% Oct 14, 2024 - Nov 6, 2024 | -0.27% Jun 30, 2026 - Jul 6, 2026 |
| #12 | -2.80% Jul 23, 2025 - Aug 12, 2025 | -0.22% Aug 28, 2025 - Sep 4, 2025 |
| #13 | -2.45% Jan 27, 2026 - Feb 9, 2026 | -0.20% Jun 1, 2026 - Jun 15, 2026 |
| #14 | -2.44% Nov 7, 2024 - Nov 29, 2024 | -0.18% Jul 3, 2025 - Jul 9, 2025 |
| #15 | -2.37% Dec 28, 2023 - Jan 24, 2024 | -0.18% Aug 14, 2025 - Aug 22, 2025 |
Correlation
Correlation between ITDH and QBSF is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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