ITDH vs SEPM
Comparison between ISHARES LIFEPATH TARGET DATE 2060 ETF (ITDH, ETF) and FT VEST U.S. EQUITY MAX BUFFER ETF - SEPTEMBER (SEPM, ETF).
ITDH vs SEPM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ITDH
$32M
SEPM
$32M
Expense Ratio
Winner
ITDH
0.12%
SEPM
0.85%
Max Drawdown
ITDH
16.44%
Winner
SEPM
3.88%
Sharpe Ratio
Winner
ITDH
1.51
SEPM
1.38
5Y Beta
ITDH
0.89
Winner
SEPM
0.19
ITDH vs SEPM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ITDH
+1.03%
SEPM
+0.55%
3M
Winner
ITDH
+7.18%
SEPM
+2.29%
6M
Winner
ITDH
+9.84%
SEPM
+3.04%
1Y
Winner
ITDH
+25.71%
SEPM
+7.54%
Max(CAGR)
Winner
ITDH
+23.82%
SEPM
+5.99%
ITDH vs SEPM - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ITDH | SEPM |
|---|---|---|
| 2026 | +8.45% | +2.64% |
| 2025 | +21.94% | +6.52% |
| 2024 | +17.59% | +0.82% |
| 2023 | +12.83% | N/A |
ITDH vs SEPM Drawdown Comparison
The maximum drawdown for ITDH was -16.25%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The maximum drawdown for SEPM was -3.88%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The current ITDH drawdown is -3.38%. The current SEPM drawdown is -0.32%.
| Rank | ITDH | SEPM |
|---|---|---|
| #1 | -16.25% Feb 18, 2025 - May 19, 2025 | -3.88% Feb 19, 2025 - May 14, 2025 |
| #2 | -9.64% Feb 25, 2026 - Apr 16, 2026 | -1.82% Feb 25, 2026 - Apr 9, 2026 |
| #3 | -8.19% Jul 16, 2024 - Aug 23, 2024 | -1.07% Oct 28, 2025 - Dec 3, 2025 |
| #4 | -5.16% Mar 28, 2024 - May 14, 2024 | -0.68% Dec 4, 2024 - Jan 15, 2025 |
| #5 | -4.93% Oct 28, 2025 - Dec 10, 2025 | -0.62% May 19, 2025 - Jun 2, 2025 |
| #6 | -4.88% Dec 6, 2024 - Feb 6, 2025 | -0.56% Oct 8, 2025 - Oct 20, 2025 |
| #7 | -4.03% Aug 30, 2024 - Sep 19, 2024 | -0.55% Jan 28, 2026 - Feb 9, 2026 |
| #8 | -3.38% Jun 2, 2026 - Jun 5, 2026 | -0.54% Jan 9, 2026 - Jan 27, 2026 |
| #9 | -3.23% Oct 19, 2023 - Nov 2, 2023 | -0.50% Oct 18, 2024 - Nov 6, 2024 |
| #10 | -3.10% Oct 6, 2025 - Oct 20, 2025 | -0.40% Dec 11, 2025 - Dec 19, 2025 |
| #11 | -2.82% Oct 14, 2024 - Nov 6, 2024 | -0.40% Nov 8, 2024 - Nov 22, 2024 |
| #12 | -2.80% Jul 23, 2025 - Aug 12, 2025 | -0.39% Feb 9, 2026 - Feb 25, 2026 |
| #13 | -2.45% Jan 27, 2026 - Feb 9, 2026 | -0.37% Jul 28, 2025 - Aug 6, 2025 |
| #14 | -2.44% Nov 7, 2024 - Nov 29, 2024 | -0.32% Jun 2, 2026 - Jun 5, 2026 |
| #15 | -2.37% Dec 28, 2023 - Jan 24, 2024 | -0.31% Jun 12, 2025 - Jun 23, 2025 |
Correlation
Correlation between ITDH and SEPM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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