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PLTW vs ITDD

Comparison between ROUNDHILL PLTR WEEKLYPAY ETF (PLTW, ETF) and ISHARES LIFEPATH TARGET DATE 2040 ETF (ITDD, ETF).

PLTW vs ITDD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PLTW
$102M
Winner
ITDD
$102M
Expense Ratio
PLTW
N/A
ITDD
0.11%
Max Drawdown
PLTW
73.75%
Winner
ITDD
13.33%
Sharpe Ratio
PLTW
-0.20
Winner
ITDD
1.26
5Y Beta
PLTW
2.19
Winner
ITDD
0.68

PLTW vs ITDD - Holdings Comparison

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

PLTW's top 25 holdings weight is 23.95%. ITDD's top 25 holdings weight is 99.81%.

RankPLTWITDD
#1
PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 19.81%
ISHARES RUSSELL 1000 ETF (IWB) - 42.99%
#2
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.14%
ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 18.65%
#3N/A
ISHARES US TREASURY BOND ETF (GOVT) - 8.52%
#4N/A
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.37%
#5N/A
ISHARES MBS ETF (MBB) - 5.74%
#6N/A
ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 3.21%
#7N/A
ISHARES CORE US REIT ETF (USRT) - 2.98%
#8N/A
ISHARES 1-5 YEAR INVMT GRD CORP BD ETF (IGSB) - 2.29%
#9N/A
ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) - 2.22%
#10N/A
ISHARES RUSSELL 2000 ETF (IWM) - 1.98%
#11N/A
ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 1.55%
#12N/A
ISHARES 10-20 YEAR TREASURY BOND ETF (TLH) - 1.01%
#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 Holdings213

PLTW vs ITDD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PLTW
+11.94%
ITDD
-0.46%
3M
PLTW
-12.55%
Winner
ITDD
+4.02%
6M
PLTW
-26.82%
Winner
ITDD
+7.09%
1Y
PLTW
-22.88%
Winner
ITDD
+17.37%
Max(CAGR)
PLTW
+4.07%
Winner
ITDD
+19.56%

PLTW vs ITDD - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearPLTWITDD
2026-28.87%+8.27%
2025+58.33%+17.81%
2024N/A+13.87%
2023N/A+12.87%

PLTW vs ITDD Drawdown Comparison

The maximum drawdown for PLTW was -57.44%, occurring on Jun 25, 2026. This drawdown has not yet recovered.

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

The current PLTW drawdown is -45.45%. The current ITDD drawdown is -0.93%.

RankPLTWITDD
#1-57.44%
Nov 3, 2025 - Jun 25, 2026
-12.46%
Feb 18, 2025 - May 16, 2025
#2-39.92%
Feb 19, 2025 - Apr 28, 2025
-7.56%
Feb 25, 2026 - Apr 17, 2026
#3-21.74%
Aug 8, 2025 - Oct 29, 2025
-5.51%
Jul 16, 2024 - Aug 19, 2024
#4-16.14%
May 5, 2025 - May 13, 2025
-4.74%
Dec 6, 2024 - Feb 13, 2025
#5-11.92%
Jun 3, 2025 - Jun 11, 2025
-4.71%
Mar 28, 2024 - May 14, 2024
#6-11.09%
Jun 26, 2025 - Jul 14, 2025
-3.79%
Oct 27, 2025 - Dec 11, 2025
#7-8.91%
May 14, 2025 - May 30, 2025
-3.15%
Jun 2, 2026 - Jul 6, 2026
#8-5.05%
Jul 17, 2025 - Jul 24, 2025
-2.69%
Aug 23, 2024 - Sep 16, 2024
#9-3.52%
Jul 25, 2025 - Aug 4, 2025
-2.48%
Oct 18, 2024 - Nov 7, 2024
#10-3.49%
Jun 16, 2025 - Jun 24, 2025
-2.34%
Oct 19, 2023 - Nov 2, 2023
#11-2.29%
Apr 30, 2025 - May 2, 2025
-2.30%
Dec 28, 2023 - Jan 29, 2024
#12-1.79%
Oct 29, 2025 - Oct 31, 2025
-2.18%
Oct 6, 2025 - Oct 20, 2025
#13-1.01%
Jun 11, 2025 - Jun 13, 2025
-2.13%
Nov 7, 2024 - Nov 29, 2024
#14-0.89%
Jul 14, 2025 - Jul 16, 2025
-1.82%
May 15, 2024 - Jun 5, 2024
#15-0.13%
Jun 24, 2025 - Jun 26, 2025
-1.81%
May 14, 2026 - May 26, 2026

Correlation

Correlation between PLTW and ITDD is 0.23 which considered as a very weak or no correlation - the stocks move independently of each other.

0.23
-101

Dividend Comparison (2023 - 2026)

PLTW vs ITDD dividend yield comparison.

YearPLTWITDD
202638.56%0.00%
202572.40%1.82%
20240.00%1.56%
20230.00%0.89%

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