TBLU vs IRTR
Comparison between TORTOISE GLOBAL WATER ETF (TBLU, ETF) and ISHARES LIFEPATH RETIREMENT ETF (IRTR, ETF).
TBLU vs IRTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TBLU
$53M
IRTR
$53M
Expense Ratio
TBLU
0.40%
Winner
IRTR
0.08%
Max Drawdown
TBLU
37.58%
Winner
IRTR
7.47%
Sharpe Ratio
TBLU
-0.27
Winner
IRTR
1.38
5Y Beta
TBLU
0.64
Winner
IRTR
0.36
P/E Ratio
TBLU
24.23
IRTR
N/A
Forward P/E
TBLU
19.80
IRTR
N/A
PEG Ratio
TBLU
1.18
IRTR
N/A
5Y Dividends CAGR
TBLU
28.78%
IRTR
N/A
Debt to Equity
TBLU
45.54%
IRTR
N/A
P/S Ratio
TBLU
2.62
IRTR
N/A
P/B Ratio
TBLU
3.51
IRTR
N/A
TBLU vs IRTR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TBLU
+3.18%
IRTR
+1.93%
3M
TBLU
-0.87%
Winner
IRTR
+4.97%
6M
TBLU
-1.33%
Winner
IRTR
+6.03%
1Y
TBLU
+0.06%
Winner
IRTR
+13.71%
5Y(CAGR)
TBLU
+4.03%
IRTR
N/A
10Y(CAGR)
TBLU
+9.61%
IRTR
N/A
Max(CAGR)
TBLU
+9.61%
Winner
IRTR
+13.98%
TBLU vs IRTR - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | TBLU | IRTR |
|---|---|---|
| 2026 | -1.29% | +5.30% |
| 2025 | +12.42% | +12.80% |
| 2024 | +9.92% | +8.21% |
| 2023 | +20.01% | +10.63% |
| 2022 | -25.20% | N/A |
| 2021 | +30.22% | N/A |
| 2020 | +16.37% | N/A |
| 2019 | +38.09% | N/A |
| 2018 | -12.48% | N/A |
| 2017 | +20.20% | N/A |
TBLU vs IRTR Drawdown Comparison
The maximum drawdown for TBLU was -37.58%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The maximum drawdown for IRTR was -6.29%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.
The current TBLU drawdown is -10.07%. The current IRTR drawdown is -0.05%.
| Rank | TBLU | IRTR |
|---|---|---|
| #1 | -37.58% Feb 20, 2020 - Oct 12, 2020 | -6.29% Feb 26, 2025 - May 13, 2025 |
| #2 | -35.36% Dec 31, 2021 - Jul 31, 2024 | -4.82% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -17.25% Jan 26, 2018 - Jun 13, 2019 | -3.76% Dec 6, 2024 - Feb 26, 2025 |
| #4 | -15.42% Dec 9, 2024 - May 15, 2025 | -3.38% Mar 28, 2024 - May 15, 2024 |
| #5 | -13.17% Feb 26, 2026 - Mar 20, 2026 | -2.41% Sep 27, 2024 - Nov 29, 2024 |
| #6 | -8.73% Sep 2, 2021 - Nov 9, 2021 | -2.39% Oct 28, 2025 - Dec 23, 2025 |
| #7 | -8.29% Aug 22, 2025 - Jan 16, 2026 | -2.25% Jul 16, 2024 - Aug 15, 2024 |
| #8 | -6.00% May 4, 2017 - Jul 20, 2017 | -1.91% Jun 2, 2026 - Jun 10, 2026 |
| #9 | -5.90% Jan 13, 2021 - Mar 26, 2021 | -1.82% Dec 27, 2023 - Feb 1, 2024 |
| #10 | -5.63% Oct 12, 2020 - Nov 5, 2020 | -1.53% May 15, 2024 - Jun 5, 2024 |
| #11 | -5.54% Jul 31, 2024 - Sep 19, 2024 | -1.50% Feb 1, 2024 - Feb 23, 2024 |
| #12 | -5.24% Jul 29, 2019 - Sep 18, 2019 | -1.44% May 6, 2026 - May 26, 2026 |
| #13 | -5.01% Nov 19, 2021 - Dec 27, 2021 | -1.09% Oct 24, 2023 - Nov 1, 2023 |
| #14 | -4.60% Oct 7, 2024 - Nov 6, 2024 | -1.02% Jan 15, 2026 - Jan 26, 2026 |
| #15 | -4.27% Mar 1, 2017 - Apr 26, 2017 | -1.01% Oct 8, 2025 - Oct 17, 2025 |
Correlation
Correlation between TBLU and IRTR is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2017 - 2026)
TBLU vs IRTR dividend yield comparison.
| Year | TBLU | IRTR |
|---|---|---|
| 2026 | 0.00% | 1.02% |
| 2025 | 3.31% | 3.03% |
| 2024 | 1.34% | 3.03% |
| 2023 | 1.46% | 0.85% |
| 2022 | 1.64% | 0.00% |
| 2021 | 1.55% | 0.00% |
| 2020 | 1.42% | 0.00% |
| 2019 | 1.58% | 0.00% |
| 2018 | 1.35% | 0.00% |
| 2017 | 1.32% | 0.00% |
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