SOCL vs ITDC
Comparison between GLOBAL X SOCIAL MEDIA ETF (SOCL, ETF) and ISHARES LIFEPATH TARGET DATE 2035 ETF (ITDC, ETF).
SOCL vs ITDC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SOCL
$92M
ITDC
$92M
Expense Ratio
SOCL
0.65%
Winner
ITDC
0.10%
Max Drawdown
SOCL
68.81%
Winner
ITDC
11.88%
Sharpe Ratio
SOCL
-0.23
Winner
ITDC
1.42
5Y Beta
SOCL
1.06
Winner
ITDC
0.58
P/E Ratio
SOCL
32.39
ITDC
N/A
Forward P/E
SOCL
17.43
ITDC
N/A
Debt to Equity
SOCL
66.95%
ITDC
N/A
P/S Ratio
SOCL
1.11
ITDC
N/A
P/B Ratio
SOCL
3.06
ITDC
N/A
SOCL vs ITDC - Holdings Comparison
SOCL and ITDC have 0 common holdings. Overlap is 0.00%
SOCL's top 25 holdings weight is 95.37%. ITDC's top 25 holdings weight is 99.84%.
| Rank | SOCL | ITDC |
|---|---|---|
| #1 | META PLATFORMS INC CLASS A (META) - 9.70% | ISHARES RUSSELL 1000 ETF (IWB) - 36.95% |
| #2 | TENCENT HOLDINGS LTD (n/a) - 9.09% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 15.44% |
| #3 | REDDIT INC CLASS A SHARES (RDDT) - 8.82% | ISHARES US TREASURY BOND ETF (GOVT) - 12.55% |
| #4 | NAVER CORP (n/a) - 8.61% | ISHARES MBS ETF (MBB) - 8.57% |
| #5 | KUAISHOU TECHNOLOGY ORDINARY SHARES CLASS B (n/a) - 7.51% | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 7.64% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 5.87% | ISHARES 1-5 YEAR INVMT GRD CORP BD ETF (IGSB) - 4.49% |
| #7 | NETEASE INC ADR (NTES) - 5.29% | ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 3.13% |
| #8 | BAIDU INC ADR (BIDU) - 5.16% | ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 2.68% |
| #9 | SPOTIFY TECHNOLOGY SA (SPOT) - 5.07% | ISHARES CORE US REIT ETF (USRT) - 2.36% |
| #10 | PINTEREST INC CLASS A (PINS) - 4.84% | ISHARES 10-20 YEAR TREASURY BOND ETF (TLH) - 1.99% |
| #11 | KAKAO CORP (n/a) - 3.80% | ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) - 1.94% |
| #12 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 3.74% | ISHARES RUSSELL 2000 ETF (IWM) - 1.09% |
| #13 | SNAP INC CLASS A (SNAP) - 2.84% | ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 1.01% |
| #14 | BILIBILI INC ADR (BILI) - 2.69% | N/A |
| #15 | TENCENT MUSIC ENTERTAINMENT GROUP ADR (TME) - 2.35% | N/A |
| #16 | NEXON CO LTD (n/a) - 1.61% | N/A |
| #17 | LIFE360 INC CHESS DEPOSITORY INTEREST (n/a) - 1.39% | N/A |
| #18 | IAC INC ORDINARY SHARES NEW (IAC) - 1.21% | N/A |
| #19 | KAKAKU.COM INC (n/a) - 1.17% | N/A |
| #20 | UNITED INTERNET AG (n/a) - 1.10% | N/A |
| #21 | MEITU INC REGISTERED SHS UNITARY 144A/REG S (n/a) - 0.96% | N/A |
| #22 | JOYY INC ADR (JOYY) - 0.81% | N/A |
| #23 | TRUMP MEDIA & TECHNOLOGY GROUP CORP (DJT) - 0.59% | N/A |
| #24 | YELP INC (YELP) - 0.59% | N/A |
| #25 | EAST BUY HOLDING LTD (n/a) - 0.56% | N/A |
| Total Holdings | 49 | 13 |
SOCL vs ITDC - Historical Returns
Returns include dividend reinvestment.
1M
SOCL
-1.85%
Winner
ITDC
+0.57%
3M
SOCL
-2.22%
Winner
ITDC
+4.00%
6M
SOCL
-18.14%
Winner
ITDC
+6.28%
1Y
SOCL
-5.05%
Winner
ITDC
+17.48%
5Y(CAGR)
SOCL
-6.98%
ITDC
N/A
10Y(CAGR)
SOCL
+8.98%
ITDC
N/A
Max(CAGR)
SOCL
+8.36%
Winner
ITDC
+17.89%
SOCL vs ITDC - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SOCL | ITDC |
|---|---|---|
| 2026 | -19.09% | +5.46% |
| 2025 | +30.05% | +16.25% |
| 2024 | +7.13% | +12.15% |
| 2023 | +27.75% | +12.40% |
| 2022 | -42.44% | N/A |
| 2021 | -13.35% | N/A |
| 2020 | +73.88% | N/A |
| 2019 | +25.33% | N/A |
| 2018 | -19.07% | N/A |
| 2017 | +53.24% | N/A |
| 2016 | +12.22% | N/A |
| 2015 | +9.54% | N/A |
| 2014 | -15.16% | N/A |
| 2013 | +60.88% | N/A |
| 2012 | -1.80% | N/A |
| 2011 | -12.02% | N/A |
SOCL vs ITDC Drawdown Comparison
The maximum drawdown for SOCL was -68.70%, occurring on Nov 3, 2022. This drawdown has not yet recovered.
The maximum drawdown for ITDC was -10.39%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The current SOCL drawdown is -40.24%. The current ITDC drawdown is -2.19%.
| Rank | SOCL | ITDC |
|---|---|---|
| #1 | -68.70% Feb 16, 2021 - Nov 3, 2022 | -10.39% Feb 20, 2025 - May 15, 2025 |
| #2 | -34.99% Mar 12, 2018 - Jun 1, 2020 | -6.63% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -30.71% Mar 6, 2014 - Aug 9, 2016 | -4.53% Jul 16, 2024 - Aug 19, 2024 |
| #4 | -25.94% Feb 13, 2012 - Jul 17, 2013 | -4.51% Dec 6, 2024 - Feb 13, 2025 |
| #5 | -15.82% Oct 5, 2016 - Apr 25, 2017 | -4.33% Mar 28, 2024 - May 14, 2024 |
| #6 | -15.58% Nov 15, 2011 - Feb 3, 2012 | -3.28% Oct 27, 2025 - Dec 11, 2025 |
| #7 | -10.38% Oct 18, 2013 - Dec 10, 2013 | -2.37% Sep 26, 2024 - Nov 7, 2024 |
| #8 | -9.15% Sep 2, 2020 - Oct 21, 2020 | -2.22% Aug 23, 2024 - Sep 13, 2024 |
| #9 | -8.91% Jan 15, 2014 - Feb 18, 2014 | -2.19% Jun 2, 2026 - Jun 5, 2026 |
| #10 | -7.70% Nov 24, 2017 - Jan 3, 2018 | -2.15% Dec 27, 2023 - Jan 29, 2024 |
| #11 | -7.68% Sep 19, 2013 - Oct 18, 2013 | -1.90% Oct 8, 2025 - Oct 20, 2025 |
| #12 | -6.58% Feb 1, 2018 - Feb 14, 2018 | -1.88% Nov 7, 2024 - Nov 26, 2024 |
| #13 | -6.02% Nov 6, 2020 - Nov 25, 2020 | -1.86% Oct 24, 2023 - Nov 1, 2023 |
| #14 | -5.58% Oct 29, 2020 - Nov 5, 2020 | -1.82% May 14, 2026 - May 26, 2026 |
| #15 | -5.20% Jul 10, 2020 - Aug 3, 2020 | -1.66% May 15, 2024 - Jun 5, 2024 |
Correlation
Correlation between SOCL and ITDC is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2012 - 2025)
SOCL vs ITDC dividend yield comparison.
| Year | SOCL | ITDC |
|---|---|---|
| 2025 | 0.43% | 2.02% |
| 2024 | 0.25% | 1.93% |
| 2023 | 0.61% | 0.84% |
| 2022 | 0.39% | 0.00% |
| 2017 | 1.49% | 0.00% |
| 2016 | 0.18% | 0.00% |
| 2015 | 0.01% | 0.00% |
| 2014 | 0.05% | 0.00% |
| 2013 | 0.00% | 0.00% |
| 2012 | 0.84% | 0.00% |
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