ITDI vs OCTP
Comparison between ISHARES LIFEPATH TARGET DATE 2065 ETF (ITDI, ETF) and PGIM S&P 500 BUFFER 12 ETF - OCTOBER (OCTP, ETF).
ITDI vs OCTP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ITDI
$27M
Winner
OCTP
$27M
Expense Ratio
Winner
ITDI
0.12%
OCTP
0.50%
Max Drawdown
ITDI
16.63%
Winner
OCTP
11.96%
Sharpe Ratio
Winner
ITDI
1.29
OCTP
1.04
5Y Beta
ITDI
0.89
Winner
OCTP
0.58
ITDI vs OCTP - Historical Returns
Returns include dividend reinvestment.
1M
ITDI
-0.69%
Winner
OCTP
+0.87%
3M
Winner
ITDI
+5.51%
OCTP
+4.39%
6M
Winner
ITDI
+9.14%
OCTP
+6.74%
1Y
Winner
ITDI
+22.27%
OCTP
+14.09%
Max(CAGR)
Winner
ITDI
+23.57%
OCTP
+12.72%
ITDI vs OCTP - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ITDI | OCTP |
|---|---|---|
| 2026 | +10.95% | +7.03% |
| 2025 | +22.16% | +13.30% |
| 2024 | +17.72% | +7.17% |
| 2023 | +12.83% | N/A |
ITDI vs OCTP Drawdown Comparison
The maximum drawdown for ITDI was -16.31%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The maximum drawdown for OCTP was -11.96%, occurring on Apr 8, 2025. Recovery took 85 trading sessions.
The current ITDI drawdown is -1.26%. The current OCTP drawdown is -0.25%.
| Rank | ITDI | OCTP |
|---|---|---|
| #1 | -16.31% Feb 18, 2025 - May 19, 2025 | -11.96% Feb 19, 2025 - Jun 23, 2025 |
| #2 | -9.60% Feb 25, 2026 - Apr 16, 2026 | -5.22% Feb 2, 2026 - Apr 14, 2026 |
| #3 | -8.08% Jul 16, 2024 - Aug 23, 2024 | -4.84% Jun 15, 2026 - Jun 30, 2026 |
| #4 | -5.14% Mar 28, 2024 - May 14, 2024 | -3.29% Jul 16, 2024 - Aug 15, 2024 |
| #5 | -4.94% Oct 28, 2025 - Dec 10, 2025 | -2.80% Oct 28, 2025 - Dec 3, 2025 |
| #6 | -4.92% Dec 6, 2024 - Feb 6, 2025 | -1.94% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -4.39% Jun 2, 2026 - Jun 10, 2026 | -1.94% Dec 6, 2024 - Jan 21, 2025 |
| #8 | -4.05% Aug 30, 2024 - Sep 19, 2024 | -1.78% Oct 8, 2025 - Oct 20, 2025 |
| #9 | -3.23% Oct 19, 2023 - Nov 2, 2023 | -1.74% Jun 2, 2026 - Jun 15, 2026 |
| #10 | -3.10% Oct 6, 2025 - Oct 20, 2025 | -1.55% Oct 22, 2024 - Nov 6, 2024 |
| #11 | -2.79% Jul 23, 2025 - Aug 12, 2025 | -1.45% Jul 28, 2025 - Aug 8, 2025 |
| #12 | -2.79% Oct 14, 2024 - Nov 6, 2024 | -1.43% Jan 12, 2026 - Jan 27, 2026 |
| #13 | -2.54% Nov 7, 2024 - Nov 29, 2024 | -1.31% Dec 11, 2025 - Dec 22, 2025 |
| #14 | -2.45% Jan 27, 2026 - Feb 9, 2026 | -1.03% Nov 12, 2024 - Nov 25, 2024 |
| #15 | -2.37% Dec 28, 2023 - Jan 24, 2024 | -0.85% Jul 15, 2026 - Jul 17, 2026 |
Correlation
Correlation between ITDI and OCTP is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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