NVBU vs ITDH
Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED NOV ETF (NVBU, ETF) and ISHARES LIFEPATH TARGET DATE 2060 ETF (ITDH, ETF).
NVBU vs ITDH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NVBU
$36M
Winner
ITDH
$36M
Expense Ratio
NVBU
0.74%
Winner
ITDH
0.12%
Max Drawdown
Winner
NVBU
11.97%
ITDH
16.44%
Sharpe Ratio
NVBU
0.93
Winner
ITDH
1.15
5Y Beta
Winner
NVBU
0.62
ITDH
0.90
NVBU vs ITDH - Historical Returns
Returns include dividend reinvestment.
1M
NVBU
-0.23%
Winner
ITDH
-0.15%
3M
NVBU
+2.70%
Winner
ITDH
+3.88%
6M
NVBU
+4.54%
Winner
ITDH
+6.91%
1Y
NVBU
+12.51%
Winner
ITDH
+19.04%
Max(CAGR)
NVBU
+11.83%
Winner
ITDH
+22.93%
NVBU vs ITDH - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | NVBU | ITDH |
|---|---|---|
| 2026 | +5.22% | +9.33% |
| 2025 | +13.41% | +21.94% |
| 2024 | +1.73% | +17.59% |
| 2023 | N/A | +12.83% |
NVBU vs ITDH Drawdown Comparison
The maximum drawdown for NVBU was -11.97%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for ITDH was -16.25%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The current NVBU drawdown is -2.74%. The current ITDH drawdown is -2.59%.
| Rank | NVBU | ITDH |
|---|---|---|
| #1 | -11.97% Feb 19, 2025 - Jun 30, 2025 | -16.25% Feb 18, 2025 - May 19, 2025 |
| #2 | -5.38% Jan 28, 2026 - Apr 15, 2026 | -9.64% Feb 25, 2026 - Apr 16, 2026 |
| #3 | -3.70% Dec 6, 2024 - Feb 19, 2025 | -8.19% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -3.59% Oct 28, 2025 - Jan 6, 2026 | -5.16% Mar 28, 2024 - May 14, 2024 |
| #5 | -3.53% Jun 2, 2026 - Jun 10, 2026 | -4.93% Oct 28, 2025 - Dec 10, 2025 |
| #6 | -2.93% Oct 8, 2025 - Oct 24, 2025 | -4.88% Dec 6, 2024 - Feb 6, 2025 |
| #7 | -1.97% Jul 25, 2025 - Aug 12, 2025 | -4.42% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -1.80% Jan 12, 2026 - Jan 27, 2026 | -4.03% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -1.75% Sep 19, 2025 - Oct 3, 2025 | -3.23% Oct 19, 2023 - Nov 2, 2023 |
| #10 | -1.74% May 14, 2026 - May 26, 2026 | -3.10% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -1.54% Nov 8, 2024 - Nov 26, 2024 | -2.82% Oct 14, 2024 - Nov 6, 2024 |
| #12 | -1.42% Aug 13, 2025 - Aug 27, 2025 | -2.80% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -1.31% Aug 28, 2025 - Sep 9, 2025 | -2.45% Jan 27, 2026 - Feb 9, 2026 |
| #14 | -0.74% Jul 3, 2025 - Jul 17, 2025 | -2.44% Nov 7, 2024 - Nov 29, 2024 |
| #15 | -0.57% Apr 27, 2026 - Apr 30, 2026 | -2.37% Dec 28, 2023 - Jan 24, 2024 |
Correlation
Correlation between NVBU and ITDH is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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