ITDJ vs PWER

Comparison between ISHARES LIFEPATH TARGET DATE 2070 ETF (ITDJ, ETF) and MACQUARIE ENERGY TRANSITION ETF (PWER, ETF).

ITDJ vs PWER - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ITDJ(ETF)	PWER(ETF)
Net Assets	$12M	$12M
Expense Ratio	0.12%	0.80%
Max Drawdown	16.63%	30.32%
Sharpe Ratio	1.51	2.20
5Y Beta	0.90	0.97
P/E Ratio	N/A	19.37
Forward P/E	N/A	14.12
PEG Ratio	N/A	0.26
Debt to Equity	N/A	23.81%
P/S Ratio	N/A	1.63
P/B Ratio	N/A	2.23

Net Assets

ITDJ

$12M

Winner

PWER

$12M

Expense Ratio

Winner

ITDJ

0.12%

PWER

0.80%

Max Drawdown

Winner

ITDJ

16.63%

PWER

30.32%

Sharpe Ratio

ITDJ

1.51

Winner

PWER

2.20

5Y Beta

Winner

ITDJ

0.90

PWER

0.97

P/E Ratio

ITDJ

N/A

PWER

19.37

Forward P/E

ITDJ

N/A

PWER

14.12

PEG Ratio

ITDJ

N/A

PWER

0.26

Debt to Equity

ITDJ

N/A

PWER

23.81%

P/S Ratio

ITDJ

N/A

PWER

1.63

P/B Ratio

ITDJ

N/A

PWER

2.23

ITDJ vs PWER - Holdings Comparison

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

ITDJ's top 25 holdings weight is 99.86%. PWER's top 25 holdings weight is 88.49%.

Rank	ITDJ	PWER
#1	ISHARES RUSSELL 1000 ETF (IWB) - 56.20%	STEEL DYNAMICS INC (STLD) - 6.45%
#2	ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 25.51%	HUDBAY MINERALS INC (n/a) - 5.87%
#3	ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 12.61%	ALCOA CORP (AA) - 5.29%
#4	ISHARES RUSSELL 2000 ETF (IWM) - 3.70%	ERO COPPER CORP (n/a) - 4.98%
#5	ISHARES CORE US REIT ETF (USRT) - 0.97%	FIRST SOLAR INC (FSLR) - 4.78%
#6	ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 0.87%	VALERO ENERGY CORP (VLO) - 3.95%
#7	N/A	ARC RESOURCES LTD (AETUF) - 3.81%
#8	N/A	CONOCOPHILLIPS (COP) - 3.70%
#9	N/A	GENERAC HOLDINGS INC (GNRC) - 3.69%
#10	N/A	HF SINCLAIR CORP (DINO) - 3.44%
#11	N/A	EOG RESOURCES INC (EOG) - 3.39%
#12	N/A	ARCOSA INC (ACA) - 3.39%
#13	N/A	SHELL PLC ADR (REPRESENTING ORDINARY SHARES) (SHEL) - 3.21%
#14	N/A	WHEATON PRECIOUS METALS CORP (WPM) - 3.20%
#15	N/A	TECK RESOURCES LTD CLASS B (SUB VOTING) (n/a) - 3.20%
#16	N/A	BAKER HUGHES CO CLASS A (BKR) - 3.02%
#17	N/A	EQT CORP (EQT) - 2.94%
#18	N/A	VALTERRA PLATINUM LTD (n/a) - 2.84%
#19	N/A	GE VERNOVA INC (GEV) - 2.77%
#20	N/A	ANGLO AMERICAN PLC (n/a) - 2.72%
#21	N/A	PERMIAN RESOURCES CORP CLASS A (PR) - 2.59%
#22	N/A	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.53%
#23	N/A	CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 2.44%
#24	N/A	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 2.27%
#25	N/A	METALLUS INC (MTUS) - 2.02%
Total Holdings	6	35

ITDJ vs PWER - Historical Returns

Returns include dividend reinvestment.

Period	ITDJ	PWER
1 month	+1.03%	-0.90%
3 months	+7.18%	+7.56%
6 months	+9.83%	+24.57%
1 year	+25.70%	+59.30%
Max(CAGR)	+18.92%	+25.16%

Winner

ITDJ

+1.03%

PWER

-0.90%

ITDJ

+7.18%

Winner

PWER

+7.56%

ITDJ

+9.83%

Winner

PWER

+24.57%

ITDJ

+25.70%

Winner

PWER

+59.30%

Max(CAGR)

ITDJ

+18.92%

Winner

PWER

+25.16%

ITDJ vs PWER - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	ITDJ	PWER
2026	+8.59%	+20.49%
2025	+22.18%	+32.10%
2024	-1.71%	-3.14%
2023	N/A	+9.72%

ITDJ vs PWER Drawdown Comparison

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

The maximum drawdown for PWER was -29.68%, occurring on Apr 8, 2025. Recovery took 310 trading sessions.

The current ITDJ drawdown is -3.36%. The current PWER drawdown is -7.43%.

Rank	ITDJ	PWER
#1	-16.63% Feb 18, 2025 - May 19, 2025	-29.68% May 28, 2024 - Aug 22, 2025
#2	-9.65% Feb 25, 2026 - Apr 16, 2026	-12.72% Dec 26, 2023 - Apr 3, 2024
#3	-4.94% Dec 6, 2024 - Feb 6, 2025	-9.07% Mar 2, 2026 - Apr 10, 2026
#4	-4.94% Oct 28, 2025 - Dec 10, 2025	-7.43% Jun 2, 2026 - Jun 5, 2026
#5	-3.36% Jun 2, 2026 - Jun 5, 2026	-5.28% Nov 12, 2025 - Nov 26, 2025
#6	-3.12% Oct 6, 2025 - Oct 20, 2025	-5.17% Dec 1, 2023 - Dec 14, 2023
#7	-2.80% Jul 23, 2025 - Aug 12, 2025	-4.87% Apr 9, 2024 - Apr 29, 2024
#8	-2.45% Jan 27, 2026 - Feb 9, 2026	-4.42% May 13, 2026 - May 28, 2026
#9	-2.26% May 14, 2026 - May 26, 2026	-4.39% Jan 29, 2026 - Feb 11, 2026
#10	-2.25% Dec 11, 2025 - Dec 23, 2025	-4.38% Oct 8, 2025 - Nov 12, 2025
#11	-1.83% Jan 12, 2026 - Jan 23, 2026	-4.29% Apr 29, 2024 - May 14, 2024
#12	-1.69% May 19, 2025 - Jun 2, 2025	-3.43% Dec 11, 2025 - Dec 23, 2025
#13	-1.63% Jun 12, 2025 - Jun 24, 2025	-2.74% Dec 19, 2023 - Dec 22, 2023
#14	-1.42% Sep 22, 2025 - Oct 1, 2025	-2.51% Feb 11, 2026 - Feb 24, 2026
#15	-1.41% Apr 17, 2026 - Apr 30, 2026	-2.32% May 21, 2024 - May 28, 2024