TEKY vs IRTR
Comparison between LAZARD NEXT GEN TECHNOLOGIES ETF (TEKY, ETF) and ISHARES LIFEPATH RETIREMENT ETF (IRTR, ETF).
TEKY vs IRTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TEKY
$53M
Winner
IRTR
$53M
Expense Ratio
TEKY
0.50%
Winner
IRTR
0.08%
Max Drawdown
TEKY
21.60%
Winner
IRTR
7.47%
Sharpe Ratio
TEKY
1.23
Winner
IRTR
1.33
5Y Beta
TEKY
1.33
Winner
IRTR
0.36
P/E Ratio
TEKY
49.94
IRTR
N/A
Forward P/E
TEKY
34.84
IRTR
N/A
PEG Ratio
TEKY
0.75
IRTR
N/A
5Y EPS CAGR
TEKY
30.61%
IRTR
N/A
P/S Ratio
TEKY
3.97
IRTR
N/A
P/B Ratio
TEKY
9.18
IRTR
N/A
TEKY vs IRTR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TEKY
+3.58%
IRTR
+0.42%
3M
Winner
TEKY
+23.39%
IRTR
+2.45%
6M
Winner
TEKY
+14.12%
IRTR
+4.23%
1Y
Winner
TEKY
+35.07%
IRTR
+12.55%
Max(CAGR)
Winner
TEKY
+62.66%
IRTR
+13.47%
TEKY vs IRTR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | TEKY | IRTR |
|---|---|---|
| 2026 | +16.63% | +3.69% |
| 2025 | +50.31% | +12.80% |
| 2024 | N/A | +8.21% |
| 2023 | N/A | +10.63% |
TEKY vs IRTR Drawdown Comparison
The maximum drawdown for TEKY was -21.42%, occurring on Mar 30, 2026. Recovery took 124 trading sessions.
The maximum drawdown for IRTR was -6.29%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.
The current TEKY drawdown is -8.02%. The current IRTR drawdown is -1.57%.
| Rank | TEKY | IRTR |
|---|---|---|
| #1 | -21.42% Nov 3, 2025 - May 4, 2026 | -6.29% Feb 26, 2025 - May 13, 2025 |
| #2 | -8.02% Jun 2, 2026 - Jun 5, 2026 | -4.82% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -5.51% Apr 9, 2025 - Apr 23, 2025 | -3.76% Dec 6, 2024 - Feb 26, 2025 |
| #4 | -5.37% May 14, 2026 - May 26, 2026 | -3.38% Mar 28, 2024 - May 15, 2024 |
| #5 | -4.29% Oct 8, 2025 - Oct 27, 2025 | -2.41% Sep 27, 2024 - Nov 29, 2024 |
| #6 | -3.02% Jul 28, 2025 - Aug 13, 2025 | -2.39% Oct 28, 2025 - Dec 23, 2025 |
| #7 | -2.79% Aug 18, 2025 - Aug 28, 2025 | -2.25% Jul 16, 2024 - Aug 15, 2024 |
| #8 | -2.66% May 14, 2025 - Jun 3, 2025 | -1.82% Dec 27, 2023 - Feb 1, 2024 |
| #9 | -2.64% Sep 22, 2025 - Oct 2, 2025 | -1.57% Jun 2, 2026 - Jun 5, 2026 |
| #10 | -2.32% Aug 28, 2025 - Sep 8, 2025 | -1.53% May 15, 2024 - Jun 5, 2024 |
| #11 | -2.22% Jul 9, 2025 - Jul 17, 2025 | -1.50% Feb 1, 2024 - Feb 23, 2024 |
| #12 | -1.95% May 11, 2026 - May 13, 2026 | -1.44% May 6, 2026 - May 26, 2026 |
| #13 | -1.93% Jun 16, 2025 - Jun 24, 2025 | -1.09% Oct 24, 2023 - Nov 1, 2023 |
| #14 | -1.84% Jun 12, 2025 - Jun 16, 2025 | -1.02% Jan 15, 2026 - Jan 26, 2026 |
| #15 | -1.51% Jun 30, 2025 - Jul 3, 2025 | -1.01% Oct 8, 2025 - Oct 17, 2025 |
Correlation
Correlation between TEKY and IRTR is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2023 - 2026)
TEKY vs IRTR dividend yield comparison.
| Year | TEKY | IRTR |
|---|---|---|
| 2026 | 0.17% | 1.04% |
| 2025 | 0.05% | 3.03% |
| 2024 | 0.00% | 3.03% |
| 2023 | 0.00% | 0.85% |
Select Stocks to Compare
Popular: TEKY vs SPYIRTR vs SPY
More Comparisons
Compare with similar stocks