ITDI vs SCUB
Comparison between ISHARES LIFEPATH TARGET DATE 2065 ETF (ITDI, ETF) and Sterling Capital Ultra Short Bond ETF (SCUB, ETF).
ITDI vs SCUB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ITDI
$25M
SCUB
$25M
Expense Ratio
Winner
ITDI
0.12%
SCUB
0.30%
Max Drawdown
ITDI
16.63%
Winner
SCUB
0.36%
Sharpe Ratio
ITDI
1.53
Winner
SCUB
1.57
5Y Beta
ITDI
0.89
Winner
SCUB
0.02
ITDI vs SCUB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ITDI
+1.32%
SCUB
+0.29%
3M
Winner
ITDI
+11.36%
SCUB
+1.02%
6M
ITDI
+11.84%
SCUB
N/A
1Y
ITDI
+25.80%
SCUB
N/A
Max(CAGR)
Winner
ITDI
+24.40%
SCUB
+5.12%
ITDI vs SCUB - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ITDI | SCUB |
|---|---|---|
| 2026 | +10.41% | +1.02% |
| 2025 | +22.16% | N/A |
| 2024 | +17.72% | N/A |
| 2023 | +12.83% | N/A |
ITDI vs SCUB Drawdown Comparison
The maximum drawdown for ITDI was -16.31%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The maximum drawdown for SCUB was -0.08%, occurring on May 18, 2026. Recovery took 5 trading sessions.
The current ITDI drawdown is -1.74%.
| Rank | ITDI | SCUB |
|---|---|---|
| #1 | -16.31% Feb 18, 2025 - May 19, 2025 | -0.08% May 13, 2026 - May 20, 2026 |
| #2 | -9.60% Feb 25, 2026 - Apr 16, 2026 | -0.08% Apr 14, 2026 - Apr 17, 2026 |
| #3 | -8.08% Jul 16, 2024 - Aug 23, 2024 | -0.04% Apr 17, 2026 - Apr 22, 2026 |
| #4 | -5.14% Mar 28, 2024 - May 14, 2024 | -0.04% May 20, 2026 - May 26, 2026 |
| #5 | -4.94% Oct 28, 2025 - Dec 10, 2025 | -0.04% Apr 22, 2026 - Apr 24, 2026 |
| #6 | -4.92% Dec 6, 2024 - Feb 6, 2025 | -0.04% Apr 27, 2026 - Apr 30, 2026 |
| #7 | -4.39% Jun 2, 2026 - Jun 10, 2026 | -0.04% Jun 4, 2026 - Jun 10, 2026 |
| #8 | -4.05% Aug 30, 2024 - Sep 19, 2024 | -0.03% May 29, 2026 - Jun 4, 2026 |
| #9 | -3.23% Oct 19, 2023 - Nov 2, 2023 | -0.02% May 6, 2026 - May 8, 2026 |
| #10 | -3.10% Oct 6, 2025 - Oct 20, 2025 | N/A |
| #11 | -2.79% Jul 23, 2025 - Aug 12, 2025 | N/A |
| #12 | -2.79% Oct 14, 2024 - Nov 6, 2024 | N/A |
| #13 | -2.54% Nov 7, 2024 - Nov 29, 2024 | N/A |
| #14 | -2.45% Jan 27, 2026 - Feb 9, 2026 | N/A |
| #15 | -2.37% Dec 28, 2023 - Jan 24, 2024 | N/A |
Correlation
Correlation between ITDI and SCUB is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2023 - 2026)
ITDI vs SCUB dividend yield comparison.
| Year | ITDI | SCUB |
|---|---|---|
| 2026 | 0.00% | 1.01% |
| 2025 | 1.63% | 0.00% |
| 2024 | 1.68% | 0.00% |
| 2023 | 0.84% | 0.00% |
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