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ITDJ vs USGG

Comparison between ISHARES LIFEPATH TARGET DATE 2070 ETF (ITDJ, ETF) and Leverage Shares 2X Long USAR Daily ETF (USGG, ETF).

ITDJ vs USGG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ITDJ
$13M
USGG
$13M
Expense Ratio
ITDJ
0.12%
USGG
N/A
Max Drawdown
Winner
ITDJ
16.63%
USGG
77.74%
Sharpe Ratio
Winner
ITDJ
1.56
USGG
1.10
5Y Beta
Winner
ITDJ
0.90
USGG
7.50

ITDJ vs USGG - Holdings Comparison

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

ITDJ's top 25 holdings weight is 99.83%. USGG's top 25 holdings weight is 2.05%.

RankITDJUSGG
#1
ISHARES RUSSELL 1000 ETF (IWB) - 55.96%
FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 2.05%
#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) - 3.48%
N/A
#5
ISHARES CORE US REIT ETF (USRT) - 0.98%
N/A
#6
ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 0.97%
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

ITDJ vs USGG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ITDJ
-0.50%
USGG
-40.31%
3M
Winner
ITDJ
+7.94%
USGG
+0.13%
6M
ITDJ
+10.63%
USGG
N/A
1Y
ITDJ
+24.97%
USGG
N/A
Max(CAGR)
Winner
ITDJ
+19.12%
USGG
-2.98%

ITDJ vs USGG - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearITDJUSGG
2026+9.02%-1.20%
2025+22.18%N/A
2024-1.71%N/A

ITDJ vs USGG Drawdown Comparison

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

The maximum drawdown for USGG was -77.74%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current ITDJ drawdown is -2.98%. The current USGG drawdown is -59.30%.

RankITDJUSGG
#1-16.63%
Feb 18, 2025 - May 19, 2025
-77.74%
Jan 26, 2026 - Mar 30, 2026
#2-9.65%
Feb 25, 2026 - Apr 16, 2026
-16.37%
Jan 14, 2026 - Jan 20, 2026
#3-4.94%
Dec 6, 2024 - Feb 6, 2025
N/A
#4-4.94%
Oct 28, 2025 - Dec 10, 2025
N/A
#5-3.36%
Jun 2, 2026 - Jun 5, 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 USGG is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.57
-101

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