RMNY vs ITDI
Comparison between ROCKEFELLER NEW YORK MUNICIPAL BOND ETF (RMNY, ETF) and ISHARES LIFEPATH TARGET DATE 2065 ETF (ITDI, ETF).
RMNY vs ITDI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RMNY
$27M
ITDI
$27M
Expense Ratio
RMNY
0.55%
Winner
ITDI
0.12%
Max Drawdown
Winner
RMNY
7.54%
ITDI
16.63%
Sharpe Ratio
Winner
RMNY
1.34
ITDI
1.29
5Y Beta
Winner
RMNY
0.06
ITDI
0.89
RMNY vs ITDI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RMNY
-0.28%
ITDI
-0.69%
3M
RMNY
+0.68%
Winner
ITDI
+5.51%
6M
RMNY
+2.38%
Winner
ITDI
+9.14%
1Y
RMNY
+8.60%
Winner
ITDI
+22.27%
Max(CAGR)
RMNY
+2.97%
Winner
ITDI
+23.57%
RMNY vs ITDI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | RMNY | ITDI |
|---|---|---|
| 2026 | +2.44% | +10.95% |
| 2025 | +2.22% | +22.16% |
| 2024 | +0.86% | +17.72% |
| 2023 | N/A | +12.83% |
RMNY vs ITDI Drawdown Comparison
The maximum drawdown for RMNY was -5.70%, occurring on Apr 11, 2025. Recovery took 218 trading sessions.
The maximum drawdown for ITDI was -16.31%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The current RMNY drawdown is -0.99%. The current ITDI drawdown is -1.26%.
| Rank | RMNY | ITDI |
|---|---|---|
| #1 | -5.70% Dec 2, 2024 - Oct 16, 2025 | -16.31% Feb 18, 2025 - May 19, 2025 |
| #2 | -2.28% Feb 27, 2026 - Apr 17, 2026 | -9.60% Feb 25, 2026 - Apr 16, 2026 |
| #3 | -1.76% Oct 1, 2024 - Nov 21, 2024 | -8.08% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -1.38% May 8, 2026 - May 28, 2026 | -5.14% Mar 28, 2024 - May 14, 2024 |
| #5 | -1.00% Oct 27, 2025 - Feb 5, 2026 | -4.94% Oct 28, 2025 - Dec 10, 2025 |
| #6 | -0.99% Jun 29, 2026 - Jul 21, 2026 | -4.92% Dec 6, 2024 - Feb 6, 2025 |
| #7 | -0.36% Jun 4, 2026 - Jun 18, 2026 | -4.39% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -0.35% Apr 24, 2026 - May 8, 2026 | -4.05% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -0.20% Sep 16, 2024 - Sep 27, 2024 | -3.23% Oct 19, 2023 - Nov 2, 2023 |
| #10 | -0.19% Jun 2, 2026 - Jun 4, 2026 | -3.10% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -0.18% Feb 10, 2026 - Feb 12, 2026 | -2.79% Jul 23, 2025 - Aug 12, 2025 |
| #12 | -0.14% Feb 5, 2026 - Feb 9, 2026 | -2.79% Oct 14, 2024 - Nov 6, 2024 |
| #13 | -0.12% Aug 14, 2024 - Aug 16, 2024 | -2.54% Nov 7, 2024 - Nov 29, 2024 |
| #14 | -0.11% May 29, 2026 - Jun 2, 2026 | -2.45% Jan 27, 2026 - Feb 9, 2026 |
| #15 | -0.08% Aug 23, 2024 - Aug 29, 2024 | -2.37% Dec 28, 2023 - Jan 24, 2024 |
Correlation
Correlation between RMNY and ITDI is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2023 - 2026)
RMNY vs ITDI dividend yield comparison.
| Year | RMNY | ITDI |
|---|---|---|
| 2026 | 2.12% | 0.00% |
| 2025 | 4.10% | 1.63% |
| 2024 | 1.31% | 1.68% |
| 2023 | 0.00% | 0.84% |
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