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SPTU vs ITDJ

Comparison between STATE STREET SPDR PORTFOLIO ULTRA SHORT T-BILL ETF (SPTU, ETF) and ISHARES LIFEPATH TARGET DATE 2070 ETF (ITDJ, ETF).

SPTU vs ITDJ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPTU
$14M
ITDJ
$14M
Expense Ratio
Winner
SPTU
0.05%
ITDJ
0.12%
Max Drawdown
Winner
SPTU
0.44%
ITDJ
16.63%
Sharpe Ratio
SPTU
-0.31
Winner
ITDJ
1.14
5Y Beta
Winner
SPTU
0.00
ITDJ
0.90

SPTU vs ITDJ - Holdings Comparison

SPTU and ITDJ have 0 common holdings. Overlap is 0.00%

SPTU's top 25 holdings weight is 33.94%. ITDJ's top 25 holdings weight is 99.84%.

RankSPTUITDJ
#1
US TREASURY BILL 0% (n/a) - 22.78%
ISHARES RUSSELL 1000 ETF (IWB) - 57.02%
#2
TREASURY BILL 02/26 0.00000 (n/a) - 3.96%
ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 25.83%
#3
TREASURY BILL 04/26 0.00000 (n/a) - 2.95%
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 11.68%
#4
WI TREASURY SEC. 04/26 0 (n/a) - 1.72%
ISHARES RUSSELL 2000 ETF (IWM) - 3.38%
#5
UNITED STS TREAS BILLS 02/26 0 (n/a) - 1.48%
ISHARES CORE US REIT ETF (USRT) - 0.98%
#6
UNITED STATES TREASURY BILL 10/26 0 (n/a) - 0.96%
ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 0.95%
#7
SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.09%
N/A
#8N/AN/A
#9N/AN/A
#10N/AN/A
#11N/AN/A
#12N/AN/A
#13N/AN/A
#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 Holdings76

SPTU vs ITDJ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPTU
+0.32%
ITDJ
-0.11%
3M
SPTU
+0.90%
Winner
ITDJ
+3.76%
6M
SPTU
+1.78%
Winner
ITDJ
+6.92%
1Y
SPTU
N/A
ITDJ
+19.01%
Max(CAGR)
SPTU
+3.72%
Winner
ITDJ
+17.88%

SPTU vs ITDJ - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearSPTUITDJ
2026+1.94%+9.45%
2025+0.91%+22.18%
2024N/A-1.71%

SPTU vs ITDJ Drawdown Comparison

The maximum drawdown for SPTU was -0.04%, occurring on Nov 12, 2025. Recovery took 5 trading sessions.

The maximum drawdown for ITDJ was -16.63%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.

The current ITDJ drawdown is -2.59%.

RankSPTUITDJ
#1-0.04%
Nov 11, 2025 - Nov 18, 2025
-16.63%
Feb 18, 2025 - May 19, 2025
#2-0.04%
Feb 20, 2026 - Feb 24, 2026
-9.65%
Feb 25, 2026 - Apr 16, 2026
#3-0.02%
Oct 10, 2025 - Oct 15, 2025
-4.94%
Dec 6, 2024 - Feb 6, 2025
#4-0.02%
May 5, 2026 - May 8, 2026
-4.94%
Oct 28, 2025 - Dec 10, 2025
#5-0.02%
May 15, 2026 - May 20, 2026
-4.37%
Jun 2, 2026 - Jun 10, 2026
#6-0.02%
Apr 24, 2026 - Apr 29, 2026
-3.12%
Oct 6, 2025 - Oct 20, 2025
#7-0.01%
Jun 18, 2026 - Jun 23, 2026
-2.80%
Jul 23, 2025 - Aug 12, 2025
#8-0.01%
Jul 17, 2026 - Jul 21, 2026
-2.45%
Jan 27, 2026 - Feb 9, 2026
#9-0.01%
Jun 12, 2026 - Jun 18, 2026
-2.26%
May 14, 2026 - May 26, 2026
#10-0.01%
Feb 27, 2026 - Mar 6, 2026
-2.25%
Dec 11, 2025 - Dec 23, 2025
#11-0.01%
Nov 28, 2025 - Dec 2, 2025
-1.83%
Jan 12, 2026 - Jan 23, 2026
#12-0.00%
Oct 31, 2025 - Nov 4, 2025
-1.69%
May 19, 2025 - Jun 2, 2025
#13-0.00%
Apr 14, 2026 - Apr 16, 2026
-1.63%
Jun 12, 2025 - Jun 24, 2025
#14-0.00%
Nov 4, 2025 - Nov 6, 2025
-1.42%
Sep 22, 2025 - Oct 1, 2025
#15N/A-1.41%
Apr 17, 2026 - Apr 30, 2026

Correlation

Correlation between SPTU and ITDJ is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2024 - 2026)

SPTU vs ITDJ dividend yield comparison.

YearSPTUITDJ
20261.77%0.00%
20250.89%1.40%
20240.00%0.82%

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