SEPM vs ITDH
Comparison between FT VEST U.S. EQUITY MAX BUFFER ETF - SEPTEMBER (SEPM, ETF) and ISHARES LIFEPATH TARGET DATE 2060 ETF (ITDH, ETF).
SEPM vs ITDH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SEPM
$32M
ITDH
$32M
Expense Ratio
SEPM
0.85%
Winner
ITDH
0.12%
Max Drawdown
Winner
SEPM
3.88%
ITDH
16.44%
Sharpe Ratio
SEPM
1.38
Winner
ITDH
1.51
5Y Beta
Winner
SEPM
0.19
ITDH
0.89
SEPM vs ITDH - Historical Returns
Returns include dividend reinvestment.
1M
SEPM
+0.55%
Winner
ITDH
+1.03%
3M
SEPM
+2.29%
Winner
ITDH
+7.18%
6M
SEPM
+3.04%
Winner
ITDH
+9.84%
1Y
SEPM
+7.54%
Winner
ITDH
+25.71%
Max(CAGR)
SEPM
+5.99%
Winner
ITDH
+23.82%
SEPM vs ITDH - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SEPM | ITDH |
|---|---|---|
| 2026 | +2.64% | +8.45% |
| 2025 | +6.52% | +21.94% |
| 2024 | +0.82% | +17.59% |
| 2023 | N/A | +12.83% |
SEPM vs ITDH Drawdown Comparison
The maximum drawdown for SEPM was -3.88%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The maximum drawdown for ITDH was -16.25%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The current SEPM drawdown is -0.32%. The current ITDH drawdown is -3.38%.
| Rank | SEPM | ITDH |
|---|---|---|
| #1 | -3.88% Feb 19, 2025 - May 14, 2025 | -16.25% Feb 18, 2025 - May 19, 2025 |
| #2 | -1.82% Feb 25, 2026 - Apr 9, 2026 | -9.64% Feb 25, 2026 - Apr 16, 2026 |
| #3 | -1.07% Oct 28, 2025 - Dec 3, 2025 | -8.19% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -0.68% Dec 4, 2024 - Jan 15, 2025 | -5.16% Mar 28, 2024 - May 14, 2024 |
| #5 | -0.62% May 19, 2025 - Jun 2, 2025 | -4.93% Oct 28, 2025 - Dec 10, 2025 |
| #6 | -0.56% Oct 8, 2025 - Oct 20, 2025 | -4.88% Dec 6, 2024 - Feb 6, 2025 |
| #7 | -0.55% Jan 28, 2026 - Feb 9, 2026 | -4.03% Aug 30, 2024 - Sep 19, 2024 |
| #8 | -0.54% Jan 9, 2026 - Jan 27, 2026 | -3.38% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -0.50% Oct 18, 2024 - Nov 6, 2024 | -3.23% Oct 19, 2023 - Nov 2, 2023 |
| #10 | -0.40% Dec 11, 2025 - Dec 19, 2025 | -3.10% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -0.40% Nov 8, 2024 - Nov 22, 2024 | -2.82% Oct 14, 2024 - Nov 6, 2024 |
| #12 | -0.39% Feb 9, 2026 - Feb 25, 2026 | -2.80% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -0.37% Jul 28, 2025 - Aug 6, 2025 | -2.45% Jan 27, 2026 - Feb 9, 2026 |
| #14 | -0.32% Jun 2, 2026 - Jun 5, 2026 | -2.44% Nov 7, 2024 - Nov 29, 2024 |
| #15 | -0.31% Jun 12, 2025 - Jun 23, 2025 | -2.37% Dec 28, 2023 - Jan 24, 2024 |
Correlation
Correlation between SEPM 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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