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ITDI vs XOMO

Comparison between ISHARES LIFEPATH TARGET DATE 2065 ETF (ITDI, ETF) and YIELDMAX(R) XOM OPTION INCOME STRATEGY ETF (XOMO, ETF).

ITDI vs XOMO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ITDI
$25M
XOMO
$25M
Expense Ratio
Winner
ITDI
0.12%
XOMO
1.17%
Max Drawdown
Winner
ITDI
16.63%
XOMO
45.57%
Sharpe Ratio
Winner
ITDI
1.53
XOMO
0.96
5Y Beta
ITDI
0.89
Winner
XOMO
0.28

ITDI vs XOMO - Holdings Comparison

ITDI and XOMO have 0 common holdings. Overlap is 0.00%

ITDI's top 25 holdings weight is 99.82%. XOMO's top 25 holdings weight is 0.41%.

RankITDIXOMO
#1
ISHARES RUSSELL 1000 ETF (IWB) - 55.96%
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.41%
#2
ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 26.12%
N/A
#3
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 12.32%
N/A
#4
ISHARES RUSSELL 2000 ETF (IWM) - 3.51%
N/A
#5
ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 0.96%
N/A
#6
ISHARES CORE US REIT ETF (USRT) - 0.95%
N/A
#7N/AN/A
#8N/AN/A
#9N/AN/A
#10N/AN/A
#11N/AN/A
#12N/AN/A
#13N/AN/A
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings61

ITDI vs XOMO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ITDI
+1.32%
XOMO
-1.31%
3M
Winner
ITDI
+11.36%
XOMO
-4.75%
6M
ITDI
+11.84%
Winner
XOMO
+16.14%
1Y
Winner
ITDI
+25.80%
XOMO
+23.90%
Max(CAGR)
Winner
ITDI
+24.40%
XOMO
+6.46%

ITDI vs XOMO - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearITDIXOMO
2026+10.41%+14.19%
2025+22.16%+7.02%
2024+17.72%+4.25%
2023+12.83%-8.56%

ITDI vs XOMO Drawdown Comparison

The maximum drawdown for ITDI was -16.31%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.

The maximum drawdown for XOMO was -18.94%, occurring on Apr 10, 2025. Recovery took 318 trading sessions.

The current ITDI drawdown is -1.74%. The current XOMO drawdown is -11.68%.

RankITDIXOMO
#1-16.31%
Feb 18, 2025 - May 19, 2025
-18.94%
Oct 7, 2024 - Jan 14, 2026
#2-9.60%
Feb 25, 2026 - Apr 16, 2026
-13.72%
Mar 30, 2026 - May 29, 2026
#3-8.08%
Jul 16, 2024 - Aug 23, 2024
-13.48%
Sep 14, 2023 - Apr 2, 2024
#4-5.14%
Mar 28, 2024 - May 14, 2024
-8.36%
Apr 10, 2024 - Oct 1, 2024
#5-4.94%
Oct 28, 2025 - Dec 10, 2025
-4.73%
Feb 11, 2026 - Mar 13, 2026
#6-4.92%
Dec 6, 2024 - Feb 6, 2025
-1.65%
Jan 30, 2026 - Feb 3, 2026
#7-4.39%
Jun 2, 2026 - Jun 10, 2026
-1.26%
Feb 4, 2026 - Feb 6, 2026
#8-4.05%
Aug 30, 2024 - Sep 19, 2024
-0.76%
Jan 14, 2026 - Jan 20, 2026
#9-3.23%
Oct 19, 2023 - Nov 2, 2023
-0.66%
Mar 24, 2026 - Mar 26, 2026
#10-3.10%
Oct 6, 2025 - Oct 20, 2025
-0.56%
Jan 21, 2026 - Jan 23, 2026
#11-2.79%
Jul 23, 2025 - Aug 12, 2025
-0.53%
Apr 5, 2024 - Apr 10, 2024
#12-2.79%
Oct 14, 2024 - Nov 6, 2024
-0.39%
Sep 8, 2023 - Sep 12, 2023
#13-2.54%
Nov 7, 2024 - Nov 29, 2024
-0.30%
Mar 17, 2026 - Mar 19, 2026
#14-2.45%
Jan 27, 2026 - Feb 9, 2026
-0.10%
Sep 1, 2023 - Sep 6, 2023
#15-2.37%
Dec 28, 2023 - Jan 24, 2024
-0.06%
Sep 6, 2023 - Sep 8, 2023

Correlation

Correlation between ITDI and XOMO is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70
-101

Dividend Comparison (2023 - 2026)

ITDI vs XOMO dividend yield comparison.

YearITDIXOMO
20260.00%19.03%
20251.63%31.64%
20241.68%26.94%
20230.84%5.13%

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