WCBR vs ITDD

Comparison between WISDOMTREE CYBERSECURITY FUND (WCBR, ETF) and ISHARES LIFEPATH TARGET DATE 2040 ETF (ITDD, ETF).

WCBR vs ITDD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WCBR(ETF)	ITDD(ETF)
Net Assets	$103M	$102M
Expense Ratio	0.45%	0.11%
Max Drawdown	52.47%	13.33%
Sharpe Ratio	0.61	1.26
5Y Beta	1.10	0.68
P/E Ratio	-118.77	N/A
Forward P/E	35.68	N/A
PEG Ratio	4.03	N/A
Debt to Equity	19.14%	N/A
P/S Ratio	6.75	N/A
P/B Ratio	7.30	N/A

Net Assets

Winner

WCBR

$103M

ITDD

$102M

Expense Ratio

WCBR

0.45%

Winner

ITDD

0.11%

Max Drawdown

WCBR

52.47%

Winner

ITDD

13.33%

Sharpe Ratio

WCBR

0.61

Winner

ITDD

1.26

5Y Beta

WCBR

1.10

Winner

ITDD

0.68

P/E Ratio

WCBR

-118.77

ITDD

N/A

Forward P/E

WCBR

35.68

ITDD

N/A

PEG Ratio

WCBR

4.03

ITDD

N/A

Debt to Equity

WCBR

19.14%

ITDD

N/A

P/S Ratio

WCBR

6.75

ITDD

N/A

P/B Ratio

WCBR

7.30

ITDD

N/A

WCBR vs ITDD - Holdings Comparison

WCBR and ITDD have 0 common holdings. Overlap is 0.00%

WCBR's top 25 holdings weight is 99.95%. ITDD's top 25 holdings weight is 99.81%.

Rank	WCBR	ITDD
#1	CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 7.74%	ISHARES RUSSELL 1000 ETF (IWB) - 42.99%
#2	PALO ALTO NETWORKS INC (PANW) - 6.50%	ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 18.65%
#3	DATADOG INC CLASS A (DDOG) - 6.44%	ISHARES US TREASURY BOND ETF (GOVT) - 8.52%
#4	TENABLE HOLDINGS INC (TENB) - 6.16%	ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.37%
#5	FORTINET INC (FTNT) - 6.05%	ISHARES MBS ETF (MBB) - 5.74%
#6	OKTA INC CLASS A (OKTA) - 5.93%	ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 3.21%
#7	SENTINELONE INC CLASS A (S) - 5.87%	ISHARES CORE US REIT ETF (USRT) - 2.98%
#8	RUBRIK INC CLASS A SHARES (RBRK) - 4.59%	ISHARES 1-5 YEAR INVMT GRD CORP BD ETF (IGSB) - 2.29%
#9	VARONIS SYSTEMS INC (VRNS) - 4.55%	ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) - 2.22%
#10	NETSKOPE INC ORDINARY SHARES CLASS A (NTSK) - 4.30%	ISHARES RUSSELL 2000 ETF (IWM) - 1.98%
#11	COMMVAULT SYSTEMS INC (CVLT) - 4.20%	ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 1.55%
#12	ZSCALER INC (ZS) - 4.03%	ISHARES 10-20 YEAR TREASURY BOND ETF (TLH) - 1.01%
#13	CLOUDFLARE INC (NET) - 4.00%	ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 0.30%
#14	QUALYS INC (QLYS) - 3.78%	N/A
#15	TREND MICRO INC (n/a) - 3.62%	N/A
#16	F5 INC (FFIV) - 3.48%	N/A
#17	SAILPOINT INC (SAIL) - 3.03%	N/A
#18	ELASTIC NV (ESTC) - 2.80%	N/A
#19	AKAMAI TECHNOLOGIES INC (AKAM) - 2.64%	N/A
#20	CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) - 2.63%	N/A
#21	RAPID7 INC (RPD) - 2.40%	N/A
#22	FASTLY INC CLASS A (FSLY) - 1.92%	N/A
#23	ONESPAN INC (OSPN) - 1.55%	N/A
#24	FFRI SECURITY INC (n/a) - 1.42%	N/A
#25	AHNLAB INC (n/a) - 0.32%	N/A
Total Holdings	32	13

WCBR vs ITDD - Historical Returns

Returns include dividend reinvestment.

Period	WCBR	ITDD
1 month	+18.94%	-0.46%
3 months	+43.09%	+4.02%
6 months	+41.24%	+7.09%
1 year	+19.64%	+17.37%
5 years(CAGR)	+8.38%	N/A
Max(CAGR)	+8.15%	+19.56%

Winner

WCBR

+18.94%

ITDD

-0.46%

Winner

WCBR

+43.09%

ITDD

+4.02%

Winner

WCBR

+41.24%

ITDD

+7.09%

Winner

WCBR

+19.64%

ITDD

+17.37%

5Y(CAGR)

WCBR

+8.38%

ITDD

N/A

Max(CAGR)

WCBR

+8.15%

Winner

ITDD

+19.56%

WCBR vs ITDD - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	WCBR	ITDD
2026	+38.28%	+8.27%
2025	-2.17%	+17.81%
2024	+14.67%	+13.87%
2023	+68.18%	+12.87%
2022	-40.31%	N/A
2021	+6.99%	N/A

WCBR vs ITDD Drawdown Comparison

The maximum drawdown for WCBR was -52.25%, occurring on Jan 5, 2023. Recovery took 771 trading sessions.

The maximum drawdown for ITDD was -12.46%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.

The current WCBR drawdown is -6.91%. The current ITDD drawdown is -0.93%.

Rank	WCBR	ITDD
#1	-52.25% Nov 9, 2021 - Dec 4, 2024	-12.46% Feb 18, 2025 - May 16, 2025
#2	-30.27% Feb 13, 2025 - May 22, 2026	-7.56% Feb 25, 2026 - Apr 17, 2026
#3	-21.32% Feb 9, 2021 - Aug 5, 2021	-5.51% Jul 16, 2024 - Aug 19, 2024
#4	-14.46% Jun 1, 2026 - Jul 1, 2026	-4.74% Dec 6, 2024 - Feb 13, 2025
#5	-12.48% Sep 7, 2021 - Oct 18, 2021	-4.71% Mar 28, 2024 - May 14, 2024
#6	-8.43% Dec 6, 2024 - Jan 28, 2025	-3.79% Oct 27, 2025 - Dec 11, 2025
#7	-6.91% Jul 14, 2026 - Jul 21, 2026	-3.15% Jun 2, 2026 - Jul 6, 2026
#8	-4.90% May 26, 2026 - May 29, 2026	-2.69% Aug 23, 2024 - Sep 16, 2024
#9	-3.49% Aug 5, 2021 - Aug 24, 2021	-2.48% Oct 18, 2024 - Nov 7, 2024
#10	-3.41% Jul 9, 2026 - Jul 14, 2026	-2.34% Oct 19, 2023 - Nov 2, 2023
#11	-2.48% Oct 21, 2021 - Oct 29, 2021	-2.30% Dec 28, 2023 - Jan 29, 2024
#12	-2.46% Feb 2, 2021 - Feb 5, 2021	-2.18% Oct 6, 2025 - Oct 20, 2025
#13	-2.42% Oct 29, 2021 - Nov 4, 2021	-2.13% Nov 7, 2024 - Nov 29, 2024
#14	-1.97% Jan 28, 2025 - Feb 4, 2025	-1.82% May 15, 2024 - Jun 5, 2024
#15	-1.58% Dec 4, 2024 - Dec 6, 2024	-1.81% May 14, 2026 - May 26, 2026