ITDH vs TAXM
Comparison between ISHARES LIFEPATH TARGET DATE 2060 ETF (ITDH, ETF) and BondBloxx ETF Trust IRM TaxAware ETF for Massachusetts Residents (TAXM, ETF).
ITDH vs TAXM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ITDH vs TAXM - Historical Returns
Returns include dividend reinvestment.
ITDH vs TAXM - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ITDH | TAXM |
|---|---|---|
| 2026 | +10.28% | +1.13% |
| 2025 | +21.94% | +3.71% |
| 2024 | +17.59% | N/A |
| 2023 | +12.83% | N/A |
ITDH vs TAXM Drawdown Comparison
The maximum drawdown for ITDH was -16.25%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The maximum drawdown for TAXM was -3.10%, occurring on Apr 11, 2025. Recovery took 111 trading sessions.
The current ITDH drawdown is -1.75%. The current TAXM drawdown is -0.82%.
| Rank | ITDH | TAXM |
|---|---|---|
| #1 | -16.25% Feb 18, 2025 - May 19, 2025 | -3.10% Mar 20, 2025 - Aug 28, 2025 |
| #2 | -9.64% Feb 25, 2026 - Apr 16, 2026 | -2.70% Feb 26, 2026 - Mar 27, 2026 |
| #3 | -8.19% Jul 16, 2024 - Aug 23, 2024 | -0.48% Nov 11, 2025 - Jan 2, 2026 |
| #4 | -5.16% Mar 28, 2024 - May 14, 2024 | -0.36% Sep 17, 2025 - Oct 7, 2025 |
| #5 | -4.93% Oct 28, 2025 - Dec 10, 2025 | -0.32% Jan 14, 2026 - Jan 28, 2026 |
| #6 | -4.88% Dec 6, 2024 - Feb 6, 2025 | -0.31% Oct 22, 2025 - Nov 11, 2025 |
| #7 | -4.42% Jun 2, 2026 - Jun 10, 2026 | -0.23% Aug 28, 2025 - Sep 3, 2025 |
| #8 | -4.03% Aug 30, 2024 - Sep 19, 2024 | -0.15% Feb 5, 2026 - Feb 9, 2026 |
| #9 | -3.23% Oct 19, 2023 - Nov 2, 2023 | -0.12% Jan 7, 2026 - Jan 14, 2026 |
| #10 | -3.10% Oct 6, 2025 - Oct 20, 2025 | -0.10% Mar 13, 2025 - Mar 18, 2025 |
| #11 | -2.82% Oct 14, 2024 - Nov 6, 2024 | -0.09% Feb 10, 2026 - Feb 12, 2026 |
| #12 | -2.80% Jul 23, 2025 - Aug 12, 2025 | -0.08% Feb 17, 2026 - Feb 19, 2026 |
| #13 | -2.45% Jan 27, 2026 - Feb 9, 2026 | -0.08% Oct 13, 2025 - Oct 15, 2025 |
| #14 | -2.44% Nov 7, 2024 - Nov 29, 2024 | -0.04% Sep 11, 2025 - Sep 15, 2025 |
| #15 | -2.37% Dec 28, 2023 - Jan 24, 2024 | -0.04% Oct 16, 2025 - Oct 21, 2025 |
Correlation
Correlation between ITDH and TAXM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2023 - 2026)
ITDH vs TAXM dividend yield comparison.
| Year | ITDH | TAXM |
|---|---|---|
| 2026 | 0.00% | 1.29% |
| 2025 | 1.60% | 2.75% |
| 2024 | 1.66% | 0.00% |
| 2023 | 0.84% | 0.00% |
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