ITDI vs PPTY
Comparison between ISHARES LIFEPATH TARGET DATE 2065 ETF (ITDI, ETF) and U.S. DIVERSIFIED REAL ESTATE ETF (PPTY, ETF).
ITDI vs PPTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ITDI
$24M
PPTY
$24M
Expense Ratio
Winner
ITDI
0.12%
PPTY
0.53%
Max Drawdown
Winner
ITDI
16.63%
PPTY
41.69%
Sharpe Ratio
Winner
ITDI
1.51
PPTY
0.70
5Y Beta
ITDI
0.89
Winner
PPTY
0.59
P/E Ratio
ITDI
N/A
PPTY
29.20
Forward P/E
ITDI
N/A
PPTY
35.90
5Y Dividends CAGR
ITDI
N/A
PPTY
3.24%
5Y EPS CAGR
ITDI
N/A
PPTY
8.99%
Debt to Equity
ITDI
N/A
PPTY
78.32%
P/S Ratio
ITDI
N/A
PPTY
6.69
P/B Ratio
ITDI
N/A
PPTY
1.99
ITDI vs PPTY - Holdings Comparison
ITDI and PPTY have 0 common holdings. Overlap is 0.00%
ITDI's top 25 holdings weight is 99.85%. PPTY's top 25 holdings weight is 63.23%.
| Rank | ITDI | PPTY |
|---|---|---|
| #1 | ISHARES RUSSELL 1000 ETF (IWB) - 56.20% | EQUINIX INC (EQIX) - 4.89% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 25.51% | PROLOGIS INC (PLD) - 4.20% |
| #3 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 12.60% | FOUR CORNERS PROPERTY TRUST INC (FCPT) - 3.83% |
| #4 | ISHARES RUSSELL 2000 ETF (IWM) - 3.70% | DIGITAL REALTY TRUST INC (DLR) - 3.82% |
| #5 | ISHARES CORE US REIT ETF (USRT) - 0.97% | AVALONBAY COMMUNITIES INC (AVB) - 3.66% |
| #6 | ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 0.87% | WELLTOWER INC (WELL) - 2.99% |
| #7 | N/A | EQUITY RESIDENTIAL (EQR) - 2.89% |
| #8 | N/A | SIMON PROPERTY GROUP INC (SPG) - 2.77% |
| #9 | N/A | KILROY REALTY CORP (KRC) - 2.73% |
| #10 | N/A | TERRENO REALTY CORP (TRNO) - 2.65% |
| #11 | N/A | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 2.33% |
| #12 | N/A | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.21% |
| #13 | N/A | W.P. CAREY INC (WPC) - 2.12% |
| #14 | N/A | ESSEX PROPERTY TRUST INC (ESS) - 2.06% |
| #15 | N/A | HIGHWOODS PROPERTIES INC (HIW) - 2.02% |
| #16 | N/A | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 2.02% |
| #17 | N/A | UDR INC (UDR) - 1.94% |
| #18 | N/A | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 1.93% |
| #19 | N/A | STAG INDUSTRIAL INC (STAG) - 1.90% |
| #20 | N/A | INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 1.76% |
| #21 | N/A | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.76% |
| #22 | N/A | COPT DEFENSE PROPERTIES (CDP) - 1.69% |
| #23 | N/A | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.69% |
| #24 | N/A | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.69% |
| #25 | N/A | EASTGROUP PROPERTIES INC (EGP) - 1.68% |
| Total Holdings | 6 | 90 |
ITDI vs PPTY - Historical Returns
Returns include dividend reinvestment.
1M
ITDI
+1.03%
Winner
PPTY
+3.12%
3M
Winner
ITDI
+7.22%
PPTY
+6.61%
6M
ITDI
+9.83%
Winner
PPTY
+12.82%
1Y
Winner
ITDI
+25.69%
PPTY
+13.49%
5Y(CAGR)
ITDI
N/A
PPTY
+2.77%
10Y(CAGR)
ITDI
N/A
PPTY
+7.03%
Max(CAGR)
Winner
ITDI
+23.82%
PPTY
+7.03%
ITDI vs PPTY - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | ITDI | PPTY |
|---|---|---|
| 2026 | +8.59% | +11.95% |
| 2025 | +22.16% | -2.80% |
| 2024 | +17.72% | +8.67% |
| 2023 | +12.83% | +12.69% |
| 2022 | N/A | -25.82% |
| 2021 | N/A | +45.22% |
| 2020 | N/A | -5.74% |
| 2019 | N/A | +33.39% |
| 2018 | N/A | +4.09% |
ITDI vs PPTY Drawdown Comparison
The maximum drawdown for ITDI was -16.31%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The maximum drawdown for PPTY was -41.69%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The current ITDI drawdown is -3.36%. The current PPTY drawdown is -1.30%.
| Rank | ITDI | PPTY |
|---|---|---|
| #1 | -16.31% Feb 18, 2025 - May 19, 2025 | -41.69% Feb 21, 2020 - Apr 20, 2021 |
| #2 | -9.60% Feb 25, 2026 - Apr 16, 2026 | -32.41% Jan 4, 2022 - Oct 27, 2023 |
| #3 | -8.08% Jul 16, 2024 - Aug 23, 2024 | -12.86% Dec 6, 2018 - Jan 30, 2019 |
| #4 | -5.14% Mar 28, 2024 - May 14, 2024 | -8.50% Aug 29, 2018 - Dec 6, 2018 |
| #5 | -4.94% Oct 28, 2025 - Dec 10, 2025 | -5.92% Nov 24, 2021 - Dec 8, 2021 |
| #6 | -4.92% Dec 6, 2024 - Feb 6, 2025 | -5.29% Sep 2, 2021 - Oct 18, 2021 |
| #7 | -4.05% Aug 30, 2024 - Sep 19, 2024 | -4.85% Jun 20, 2019 - Jul 10, 2019 |
| #8 | -3.36% Jun 2, 2026 - Jun 5, 2026 | -4.69% Oct 30, 2019 - Jan 16, 2020 |
| #9 | -3.23% Oct 19, 2023 - Nov 2, 2023 | -4.38% Jul 10, 2019 - Aug 19, 2019 |
| #10 | -3.10% Oct 6, 2025 - Oct 20, 2025 | -4.37% Apr 30, 2021 - May 24, 2021 |
| #11 | -2.79% Jul 23, 2025 - Aug 12, 2025 | -4.03% Jun 14, 2021 - Jul 12, 2021 |
| #12 | -2.79% Oct 14, 2024 - Nov 6, 2024 | -3.87% May 10, 2018 - May 30, 2018 |
| #13 | -2.54% Nov 7, 2024 - Nov 29, 2024 | -3.82% Apr 12, 2019 - May 3, 2019 |
| #14 | -2.45% Jan 27, 2026 - Feb 9, 2026 | -2.81% Apr 17, 2018 - Apr 27, 2018 |
| #15 | -2.37% Dec 28, 2023 - Jan 24, 2024 | -2.68% Jul 6, 2018 - Aug 3, 2018 |
Correlation
Correlation between ITDI and PPTY is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2018 - 2026)
ITDI vs PPTY dividend yield comparison.
| Year | ITDI | PPTY |
|---|---|---|
| 2026 | 0.00% | 0.76% |
| 2025 | 1.63% | 3.04% |
| 2024 | 1.68% | 3.29% |
| 2023 | 0.84% | 4.08% |
| 2022 | 0.00% | 4.29% |
| 2021 | 0.00% | 2.87% |
| 2020 | 0.00% | 3.43% |
| 2019 | 0.00% | 3.30% |
| 2018 | 0.00% | 1.97% |
Select Stocks to Compare
Popular: ITDI vs SPYPPTY vs SPY
More Comparisons
Compare with similar stocks