ITDI vs RMNY
Comparison between ISHARES LIFEPATH TARGET DATE 2065 ETF (ITDI, ETF) and ROCKEFELLER NEW YORK MUNICIPAL BOND ETF (RMNY, ETF).
ITDI vs RMNY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ITDI
$27M
Winner
RMNY
$27M
Expense Ratio
Winner
ITDI
0.12%
RMNY
0.55%
Max Drawdown
ITDI
16.63%
Winner
RMNY
7.54%
Sharpe Ratio
ITDI
1.29
Winner
RMNY
1.34
5Y Beta
ITDI
0.89
Winner
RMNY
0.06
ITDI vs RMNY - Historical Returns
Returns include dividend reinvestment.
1M
ITDI
-0.69%
Winner
RMNY
-0.28%
3M
Winner
ITDI
+5.51%
RMNY
+0.68%
6M
Winner
ITDI
+9.14%
RMNY
+2.38%
1Y
Winner
ITDI
+22.27%
RMNY
+8.60%
Max(CAGR)
Winner
ITDI
+23.57%
RMNY
+2.97%
ITDI vs RMNY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ITDI | RMNY |
|---|---|---|
| 2026 | +10.95% | +2.44% |
| 2025 | +22.16% | +2.22% |
| 2024 | +17.72% | +0.86% |
| 2023 | +12.83% | N/A |
ITDI vs RMNY Drawdown Comparison
The maximum drawdown for ITDI was -16.31%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The maximum drawdown for RMNY was -5.70%, occurring on Apr 11, 2025. Recovery took 218 trading sessions.
The current ITDI drawdown is -1.26%. The current RMNY drawdown is -0.99%.
| Rank | ITDI | RMNY |
|---|---|---|
| #1 | -16.31% Feb 18, 2025 - May 19, 2025 | -5.70% Dec 2, 2024 - Oct 16, 2025 |
| #2 | -9.60% Feb 25, 2026 - Apr 16, 2026 | -2.28% Feb 27, 2026 - Apr 17, 2026 |
| #3 | -8.08% Jul 16, 2024 - Aug 23, 2024 | -1.76% Oct 1, 2024 - Nov 21, 2024 |
| #4 | -5.14% Mar 28, 2024 - May 14, 2024 | -1.38% May 8, 2026 - May 28, 2026 |
| #5 | -4.94% Oct 28, 2025 - Dec 10, 2025 | -1.00% Oct 27, 2025 - Feb 5, 2026 |
| #6 | -4.92% Dec 6, 2024 - Feb 6, 2025 | -0.99% Jun 29, 2026 - Jul 21, 2026 |
| #7 | -4.39% Jun 2, 2026 - Jun 10, 2026 | -0.36% Jun 4, 2026 - Jun 18, 2026 |
| #8 | -4.05% Aug 30, 2024 - Sep 19, 2024 | -0.35% Apr 24, 2026 - May 8, 2026 |
| #9 | -3.23% Oct 19, 2023 - Nov 2, 2023 | -0.20% Sep 16, 2024 - Sep 27, 2024 |
| #10 | -3.10% Oct 6, 2025 - Oct 20, 2025 | -0.19% Jun 2, 2026 - Jun 4, 2026 |
| #11 | -2.79% Jul 23, 2025 - Aug 12, 2025 | -0.18% Feb 10, 2026 - Feb 12, 2026 |
| #12 | -2.79% Oct 14, 2024 - Nov 6, 2024 | -0.14% Feb 5, 2026 - Feb 9, 2026 |
| #13 | -2.54% Nov 7, 2024 - Nov 29, 2024 | -0.12% Aug 14, 2024 - Aug 16, 2024 |
| #14 | -2.45% Jan 27, 2026 - Feb 9, 2026 | -0.11% May 29, 2026 - Jun 2, 2026 |
| #15 | -2.37% Dec 28, 2023 - Jan 24, 2024 | -0.08% Aug 23, 2024 - Aug 29, 2024 |
Correlation
Correlation between ITDI and RMNY is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2023 - 2026)
ITDI vs RMNY dividend yield comparison.
| Year | ITDI | RMNY |
|---|---|---|
| 2026 | 0.00% | 2.12% |
| 2025 | 1.63% | 4.10% |
| 2024 | 1.68% | 1.31% |
| 2023 | 0.84% | 0.00% |
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