ITDJ vs SHRT
Comparison between ISHARES LIFEPATH TARGET DATE 2070 ETF (ITDJ, ETF) and GOTHAM SHORT STRATEGIES ETF (SHRT, ETF).
ITDJ vs SHRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ITDJ vs SHRT - Holdings Comparison
ITDJ and SHRT have 0 common holdings. Overlap is 0.00%
ITDJ's top 25 holdings weight is 99.84%. SHRT's top 25 holdings weight is 170.29%.
| Rank | ITDJ | SHRT |
|---|---|---|
| #1 | ISHARES RUSSELL 1000 ETF (IWB) - 57.02% | CASH OFFSET (n/a) - 129.75% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 25.83% | US DOLLARS (n/a) - 9.76% |
| #3 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 11.68% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 6.89% |
| #4 | ISHARES RUSSELL 2000 ETF (IWM) - 3.38% | MICRON TECHNOLOGY INC (MU) - 2.10% |
| #5 | ISHARES CORE US REIT ETF (USRT) - 0.98% | TECHNIPFMC PLC (FTI) - 1.45% |
| #6 | ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 0.95% | UBER TECHNOLOGIES INC (UBER) - 1.31% |
| #7 | N/A | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.29% |
| #8 | N/A | AGNICO EAGLE MINES LTD (AEM) - 1.27% |
| #9 | N/A | ADOBE INC (ADBE) - 1.24% |
| #10 | N/A | n/a (DELL) - 1.21% |
| #11 | N/A | ANALOG DEVICES INC (ADI) - 1.20% |
| #12 | N/A | SALESFORCE INC (CRM) - 1.20% |
| #13 | N/A | BLOOM ENERGY CORP CLASS A (BE) - 1.18% |
| #14 | N/A | MARVELL TECHNOLOGY INC (MRVL) - 1.15% |
| #15 | N/A | VALERO ENERGY CORP (VLO) - 1.13% |
| #16 | N/A | MASIMO CORP (MASI) - 1.08% |
| #17 | N/A | TRACTOR SUPPLY CO (TSCO) - 1.05% |
| #18 | N/A | SOMNIGROUP INTERNATIONAL INC (SGI) - 1.04% |
| #19 | N/A | VIKING HOLDINGS LTD (VIK) - 1.03% |
| #20 | N/A | COPART INC (CPRT) - 1.02% |
| #21 | N/A | OCCIDENTAL PETROLEUM CORP (OXY) - 0.63% |
| #22 | N/A | PEPSICO INC (PEP) - 0.60% |
| #23 | N/A | NETFLIX INC (NFLX) - 0.57% |
| #24 | N/A | NUTRIEN LTD (NTR) - 0.57% |
| #25 | N/A | AMENTUM HOLDINGS INC (AMTM) - 0.57% |
| Total Holdings | 6 | 659 |
ITDJ vs SHRT - Historical Returns
Returns include dividend reinvestment.
ITDJ vs SHRT - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ITDJ | SHRT |
|---|---|---|
| 2026 | +9.45% | -14.57% |
| 2025 | +22.18% | -1.29% |
| 2024 | -1.71% | -2.64% |
| 2023 | N/A | -5.83% |
ITDJ vs SHRT Drawdown Comparison
The maximum drawdown for ITDJ was -16.63%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The maximum drawdown for SHRT was -27.85%, occurring on Jun 30, 2026. This drawdown has not yet recovered.
The current ITDJ drawdown is -2.59%. The current SHRT drawdown is -23.34%.
| Rank | ITDJ | SHRT |
|---|---|---|
| #1 | -16.63% Feb 18, 2025 - May 19, 2025 | -27.85% Aug 5, 2024 - Jun 30, 2026 |
| #2 | -9.65% Feb 25, 2026 - Apr 16, 2026 | -7.34% Apr 19, 2024 - Aug 5, 2024 |
| #3 | -4.94% Dec 6, 2024 - Feb 6, 2025 | -6.52% Nov 6, 2023 - Apr 19, 2024 |
| #4 | -4.94% Oct 28, 2025 - Dec 10, 2025 | N/A |
| #5 | -4.37% Jun 2, 2026 - Jun 10, 2026 | N/A |
| #6 | -3.12% Oct 6, 2025 - Oct 20, 2025 | N/A |
| #7 | -2.80% Jul 23, 2025 - Aug 12, 2025 | N/A |
| #8 | -2.45% Jan 27, 2026 - Feb 9, 2026 | N/A |
| #9 | -2.26% May 14, 2026 - May 26, 2026 | N/A |
| #10 | -2.25% Dec 11, 2025 - Dec 23, 2025 | N/A |
| #11 | -1.83% Jan 12, 2026 - Jan 23, 2026 | N/A |
| #12 | -1.69% May 19, 2025 - Jun 2, 2025 | N/A |
| #13 | -1.63% Jun 12, 2025 - Jun 24, 2025 | N/A |
| #14 | -1.42% Sep 22, 2025 - Oct 1, 2025 | N/A |
| #15 | -1.41% Apr 17, 2026 - Apr 30, 2026 | N/A |
Correlation
Correlation between ITDJ and SHRT is -0.89 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
Dividend Comparison (2023 - 2025)
ITDJ vs SHRT dividend yield comparison.
| Year | ITDJ | SHRT |
|---|---|---|
| 2025 | 1.40% | 0.07% |
| 2024 | 0.82% | 0.85% |
| 2023 | 0.00% | 0.27% |
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