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IWMY vs ITDD

Comparison between DEFIANCE R2000 WEEKLY DISTRIBUTION ETF (IWMY, ETF) and ISHARES LIFEPATH TARGET DATE 2040 ETF (ITDD, ETF).

IWMY vs ITDD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWMY
$99M
Winner
ITDD
$99M
Expense Ratio
IWMY
1.05%
Winner
ITDD
0.11%
Max Drawdown
IWMY
72.41%
Winner
ITDD
13.33%
Sharpe Ratio
IWMY
1.00
Winner
ITDD
1.48
5Y Beta
IWMY
0.77
Winner
ITDD
0.68

IWMY vs ITDD - Holdings Comparison

IWMY and ITDD have 0 common holdings. Overlap is 0.00%

IWMY's top 25 holdings weight is 3.96%. ITDD's top 25 holdings weight is 99.81%.

RankIWMYITDD
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.96%
ISHARES RUSSELL 1000 ETF (IWB) - 41.23%
#2N/A
ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 18.37%
#3N/A
ISHARES US TREASURY BOND ETF (GOVT) - 9.08%
#4N/A
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.66%
#5N/A
ISHARES MBS ETF (MBB) - 6.21%
#6N/A
ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 3.22%
#7N/A
ISHARES CORE US REIT ETF (USRT) - 2.94%
#8N/A
ISHARES 1-5 YEAR INVMT GRD CORP BD ETF (IGSB) - 2.56%
#9N/A
ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) - 2.22%
#10N/A
ISHARES RUSSELL 2000 ETF (IWM) - 1.88%
#11N/A
ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 1.79%
#12N/A
ISHARES 10-20 YEAR TREASURY BOND ETF (TLH) - 1.35%
#13N/A
ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 0.30%
#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 Holdings113

IWMY vs ITDD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IWMY
+2.94%
ITDD
+1.20%
3M
Winner
IWMY
+15.08%
ITDD
+8.49%
6M
Winner
IWMY
+10.65%
ITDD
+9.16%
1Y
Winner
IWMY
+21.28%
ITDD
+20.00%
Max(CAGR)
IWMY
+15.48%
Winner
ITDD
+20.30%

IWMY vs ITDD - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearIWMYITDD
2026+12.77%+7.97%
2025+9.70%+17.81%
2024+6.48%+13.87%
2023+9.69%+12.87%

IWMY vs ITDD Drawdown Comparison

The maximum drawdown for IWMY was -18.59%, occurring on Apr 10, 2025. Recovery took 93 trading sessions.

The maximum drawdown for ITDD was -12.46%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.

The current IWMY drawdown is -0.13%. The current ITDD drawdown is -1.10%.

RankIWMYITDD
#1-18.59%
Feb 18, 2025 - Jul 2, 2025
-12.46%
Feb 18, 2025 - May 16, 2025
#2-11.53%
Jan 22, 2026 - Apr 17, 2026
-7.56%
Feb 25, 2026 - Apr 17, 2026
#3-7.72%
Oct 6, 2025 - Jan 15, 2026
-5.51%
Jul 16, 2024 - Aug 19, 2024
#4-7.07%
Jul 31, 2024 - Sep 19, 2024
-4.74%
Dec 6, 2024 - Feb 13, 2025
#5-6.50%
Nov 11, 2024 - Feb 18, 2025
-4.71%
Mar 28, 2024 - May 14, 2024
#6-5.26%
Dec 27, 2023 - Mar 21, 2024
-3.79%
Oct 27, 2025 - Dec 11, 2025
#7-4.71%
Mar 28, 2024 - May 14, 2024
-3.15%
Jun 2, 2026 - Jun 10, 2026
#8-4.65%
May 6, 2026 - May 26, 2026
-2.69%
Aug 23, 2024 - Sep 16, 2024
#9-3.58%
May 20, 2024 - Jul 11, 2024
-2.48%
Oct 18, 2024 - Nov 7, 2024
#10-3.49%
Jun 4, 2026 - Jun 5, 2026
-2.34%
Oct 19, 2023 - Nov 2, 2023
#11-3.36%
Oct 17, 2024 - Nov 6, 2024
-2.30%
Dec 28, 2023 - Jan 29, 2024
#12-3.04%
Jul 23, 2025 - Aug 12, 2025
-2.18%
Oct 6, 2025 - Oct 20, 2025
#13-2.76%
Nov 3, 2023 - Nov 20, 2023
-2.13%
Nov 7, 2024 - Nov 29, 2024
#14-2.36%
Jul 16, 2024 - Jul 31, 2024
-1.82%
May 15, 2024 - Jun 5, 2024
#15-2.18%
Jul 10, 2025 - Jul 23, 2025
-1.81%
May 14, 2026 - May 26, 2026

Correlation

Correlation between IWMY and ITDD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2023 - 2026)

IWMY vs ITDD dividend yield comparison.

YearIWMYITDD
202613.22%0.00%
202563.33%1.82%
2024107.92%1.56%
202311.34%0.89%

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