SURE vs IRTR
Comparison between ADVISORSHARES INSIDER ADVANTAGE ETF (SURE, ETF) and ISHARES LIFEPATH RETIREMENT ETF (IRTR, ETF).
SURE vs IRTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SURE
$57M
IRTR
$57M
Expense Ratio
SURE
0.90%
Winner
IRTR
0.08%
Max Drawdown
SURE
35.68%
Winner
IRTR
7.47%
Sharpe Ratio
Winner
SURE
1.61
IRTR
1.08
5Y Beta
SURE
0.83
Winner
IRTR
0.37
P/E Ratio
SURE
20.04
IRTR
N/A
Forward P/E
SURE
16.72
IRTR
N/A
5Y Dividends CAGR
SURE
20.56%
IRTR
N/A
5Y EPS CAGR
SURE
17.51%
IRTR
N/A
Debt to Equity
SURE
19.03%
IRTR
N/A
P/S Ratio
SURE
2.08
IRTR
N/A
P/B Ratio
SURE
4.06
IRTR
N/A
SURE vs IRTR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SURE
+2.76%
IRTR
-0.44%
3M
Winner
SURE
+9.23%
IRTR
+1.95%
6M
Winner
SURE
+12.12%
IRTR
+3.85%
1Y
Winner
SURE
+27.74%
IRTR
+10.57%
5Y(CAGR)
SURE
+10.72%
IRTR
N/A
10Y(CAGR)
SURE
+11.15%
IRTR
N/A
Max(CAGR)
Winner
SURE
+13.33%
IRTR
+13.13%
SURE vs IRTR - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SURE | IRTR |
|---|---|---|
| 2026 | +15.95% | +4.49% |
| 2025 | +11.05% | +12.80% |
| 2024 | +12.64% | +8.21% |
| 2023 | +25.16% | +10.63% |
| 2022 | -12.09% | N/A |
| 2021 | +25.01% | N/A |
| 2020 | +8.13% | N/A |
| 2019 | +27.58% | N/A |
| 2018 | -17.27% | N/A |
| 2017 | +12.02% | N/A |
| 2016 | +20.73% | N/A |
| 2015 | -1.33% | N/A |
| 2014 | +16.05% | N/A |
| 2013 | +39.47% | N/A |
| 2012 | +12.56% | N/A |
| 2011 | +12.49% | N/A |
SURE vs IRTR Drawdown Comparison
The maximum drawdown for SURE was -35.68%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The maximum drawdown for IRTR was -6.29%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.
The current SURE drawdown is -0.75%. The current IRTR drawdown is -0.83%.
| Rank | SURE | IRTR |
|---|---|---|
| #1 | -35.68% Feb 12, 2020 - Nov 13, 2020 | -6.29% Feb 26, 2025 - May 13, 2025 |
| #2 | -25.07% Jan 26, 2018 - Dec 18, 2019 | -4.82% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -23.75% Jan 14, 2022 - Jul 31, 2023 | -3.76% Dec 6, 2024 - Feb 26, 2025 |
| #4 | -21.55% Nov 26, 2024 - Sep 11, 2025 | -3.38% Mar 28, 2024 - May 15, 2024 |
| #5 | -15.94% May 21, 2015 - Aug 15, 2016 | -2.41% Sep 27, 2024 - Nov 29, 2024 |
| #6 | -11.43% Sep 18, 2012 - Feb 7, 2013 | -2.39% Oct 28, 2025 - Dec 23, 2025 |
| #7 | -9.83% Apr 2, 2012 - Aug 9, 2012 | -2.25% Jul 16, 2024 - Aug 15, 2024 |
| #8 | -9.81% Aug 1, 2023 - Dec 1, 2023 | -1.91% Jun 2, 2026 - Jul 6, 2026 |
| #9 | -9.39% Oct 28, 2011 - Jan 13, 2012 | -1.82% Dec 27, 2023 - Feb 1, 2024 |
| #10 | -7.98% Jul 16, 2024 - Sep 19, 2024 | -1.53% May 15, 2024 - Jun 5, 2024 |
| #11 | -7.32% Nov 5, 2021 - Jan 4, 2022 | -1.50% Feb 1, 2024 - Feb 23, 2024 |
| #12 | -7.28% Sep 5, 2014 - Oct 30, 2014 | -1.44% May 6, 2026 - May 26, 2026 |
| #13 | -7.10% Mar 2, 2026 - Apr 17, 2026 | -1.15% Jul 6, 2026 - Jul 20, 2026 |
| #14 | -6.62% Jun 1, 2021 - Oct 20, 2021 | -1.09% Oct 24, 2023 - Nov 1, 2023 |
| #15 | -6.34% Mar 28, 2024 - Jul 16, 2024 | -1.02% Jan 15, 2026 - Jan 26, 2026 |
Correlation
Correlation between SURE and IRTR is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2011 - 2026)
SURE vs IRTR dividend yield comparison.
| Year | SURE | IRTR |
|---|---|---|
| 2026 | 0.00% | 1.55% |
| 2025 | 1.01% | 3.03% |
| 2024 | 0.68% | 3.03% |
| 2023 | 1.11% | 0.85% |
| 2022 | 1.72% | 0.00% |
| 2021 | 1.08% | 0.00% |
| 2020 | 1.28% | 0.00% |
| 2019 | 1.09% | 0.00% |
| 2018 | 1.26% | 0.00% |
| 2017 | 0.65% | 0.00% |
| 2016 | 1.14% | 0.00% |
| 2015 | 0.77% | 0.00% |
| 2014 | 0.61% | 0.00% |
| 2013 | 0.32% | 0.00% |
| 2012 | 0.99% | 0.00% |
| 2011 | 0.05% | 0.00% |
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