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ITDJ vs ESLV

Comparison between ISHARES LIFEPATH TARGET DATE 2070 ETF (ITDJ, ETF) and EVENTIDE LARGE CAP VALUE ETF (ESLV, ETF).

ITDJ vs ESLV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
ITDJ
$12M
ESLV
$12M
Expense Ratio
Winner
ITDJ
0.12%
ESLV
0.39%
Max Drawdown
ITDJ
16.63%
Winner
ESLV
5.65%
Sharpe Ratio
Winner
ITDJ
1.51
ESLV
1.36
5Y Beta
ITDJ
0.90
Winner
ESLV
0.46
P/E Ratio
ITDJ
N/A
ESLV
23.21
Forward P/E
ITDJ
N/A
ESLV
17.83
PEG Ratio
ITDJ
N/A
ESLV
0.27
5Y EPS CAGR
ITDJ
N/A
ESLV
14.98%
Debt to Equity
ITDJ
N/A
ESLV
33.82%
P/S Ratio
ITDJ
N/A
ESLV
3.29
P/B Ratio
ITDJ
N/A
ESLV
3.66

ITDJ vs ESLV - Holdings Comparison

ITDJ and ESLV have 0 common holdings. Overlap is 0.00%

ITDJ's top 25 holdings weight is 99.86%. ESLV's top 25 holdings weight is 50.47%.

RankITDJESLV
#1
ISHARES RUSSELL 1000 ETF (IWB) - 56.20%
EXXON MOBIL CORP (XOM) - 5.17%
#2
ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 25.51%
THE HOME DEPOT INC (HD) - 2.74%
#3
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 12.61%
DUKE ENERGY CORP (DUK) - 2.51%
#4
ISHARES RUSSELL 2000 ETF (IWM) - 3.70%
CONOCOPHILLIPS (COP) - 2.48%
#5
ISHARES CORE US REIT ETF (USRT) - 0.97%
UNION PACIFIC CORP (UNP) - 2.47%
#6
ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 0.87%
MEDTRONIC PLC (MDT) - 2.42%
#7N/A
PROGRESSIVE CORP (PGR) - 2.29%
#8N/A
AMGEN INC (AMGN) - 2.22%
#9N/A
SOUTHERN CO (SO) - 2.09%
#10N/A
AMERICAN EXPRESS CO (AXP) - 2.08%
#11N/A
LOWE'S COMPANIES INC (LOW) - 2.03%
#12N/A
EOG RESOURCES INC (EOG) - 1.86%
#13N/A
AMERICAN TOWER CORP (AMT) - 1.83%
#14N/A
QUALCOMM INC (QCOM) - 1.72%
#15N/A
NEXTERA ENERGY INC (NEE) - 1.71%
#16N/A
MICRON TECHNOLOGY INC (MU) - 1.69%
#17N/A
AUTOMATIC DATA PROCESSING INC (ADP) - 1.68%
#18N/A
PROLOGIS INC (PLD) - 1.67%
#19N/A
LINDE PLC (LIN) - 1.65%
#20N/A
KLA CORP (KLAC) - 1.49%
#21N/A
STRYKER CORP (SYK) - 1.48%
#22N/A
GARMIN LTD (GRMN) - 1.38%
#23N/A
WASTE MANAGEMENT INC (WM) - 1.28%
#24N/A
AFLAC INC (AFL) - 1.27%
#25N/A
MOODYS CORP (MCO) - 1.26%
Total Holdings6119

ITDJ vs ESLV - Historical Returns

Returns include dividend reinvestment.

1M
ITDJ
+1.03%
Winner
ESLV
+2.59%
3M
Winner
ITDJ
+7.18%
ESLV
+3.68%
6M
ITDJ
+9.83%
Winner
ESLV
+11.09%
1Y
ITDJ
+25.70%
ESLV
N/A
Max(CAGR)
Winner
ITDJ
+18.92%
ESLV
+17.87%

ITDJ vs ESLV - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearITDJESLV
2026+8.59%+9.40%
2025+22.18%+1.44%
2024-1.71%N/A

ITDJ vs ESLV Drawdown Comparison

The maximum drawdown for ITDJ was -16.63%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.

The maximum drawdown for ESLV was -5.65%, occurring on Mar 20, 2026. Recovery took 57 trading sessions.

The current ITDJ drawdown is -3.36%. The current ESLV drawdown is -0.86%.

RankITDJESLV
#1-16.63%
Feb 18, 2025 - May 19, 2025
-5.65%
Mar 2, 2026 - May 21, 2026
#2-9.65%
Feb 25, 2026 - Apr 16, 2026
-3.92%
Oct 3, 2025 - Nov 28, 2025
#3-4.94%
Dec 6, 2024 - Feb 6, 2025
-1.54%
Dec 3, 2025 - Dec 11, 2025
#4-4.94%
Oct 28, 2025 - Dec 10, 2025
-1.18%
Jan 16, 2026 - Jan 21, 2026
#5-3.36%
Jun 2, 2026 - Jun 5, 2026
-1.01%
Dec 11, 2025 - Dec 23, 2025
#6-3.12%
Oct 6, 2025 - Oct 20, 2025
-0.86%
Jun 4, 2026 - Jun 5, 2026
#7-2.80%
Jul 23, 2025 - Aug 12, 2025
-0.81%
Jan 6, 2026 - Jan 8, 2026
#8-2.45%
Jan 27, 2026 - Feb 9, 2026
-0.74%
Dec 29, 2025 - Jan 2, 2026
#9-2.26%
May 14, 2026 - May 26, 2026
-0.62%
Feb 11, 2026 - Feb 18, 2026
#10-2.25%
Dec 11, 2025 - Dec 23, 2025
-0.58%
Feb 20, 2026 - Feb 26, 2026
#11-1.83%
Jan 12, 2026 - Jan 23, 2026
-0.53%
Nov 28, 2025 - Dec 3, 2025
#12-1.69%
May 19, 2025 - Jun 2, 2025
-0.52%
Feb 4, 2026 - Feb 6, 2026
#13-1.63%
Jun 12, 2025 - Jun 24, 2025
-0.36%
May 26, 2026 - Jun 2, 2026
#14-1.42%
Sep 22, 2025 - Oct 1, 2025
-0.22%
Jan 22, 2026 - Jan 26, 2026
#15-1.41%
Apr 17, 2026 - Apr 30, 2026
-0.21%
Feb 18, 2026 - Feb 20, 2026

Correlation

Correlation between ITDJ and ESLV is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2024 - 2026)

ITDJ vs ESLV dividend yield comparison.

YearITDJESLV
20260.00%0.22%
20251.40%0.32%
20240.82%0.00%

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