YGLD vs ITDG
Comparison between Simplify Gold Strategy PLUS Income ETF (YGLD, ETF) and ISHARES LIFEPATH TARGET DATE 2055 ETF (ITDG, ETF).
YGLD vs ITDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
YGLD
$49M
Winner
ITDG
$49M
Expense Ratio
YGLD
0.53%
Winner
ITDG
0.12%
Max Drawdown
YGLD
38.53%
Winner
ITDG
16.73%
Sharpe Ratio
YGLD
0.47
Winner
ITDG
1.52
5Y Beta
Winner
YGLD
0.66
ITDG
0.88
YGLD vs ITDG - Historical Returns
Returns include dividend reinvestment.
1M
YGLD
-7.63%
Winner
ITDG
+1.02%
3M
YGLD
-27.65%
Winner
ITDG
+7.06%
6M
YGLD
-10.89%
Winner
ITDG
+9.75%
1Y
YGLD
+17.83%
Winner
ITDG
+25.51%
Max(CAGR)
Winner
YGLD
+40.81%
ITDG
+23.72%
YGLD vs ITDG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | YGLD | ITDG |
|---|---|---|
| 2026 | -11.73% | +8.52% |
| 2025 | +92.88% | +22.02% |
| 2024 | -4.17% | +17.56% |
| 2023 | N/A | +12.83% |
YGLD vs ITDG Drawdown Comparison
The maximum drawdown for YGLD was -35.95%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The maximum drawdown for ITDG was -16.60%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The current YGLD drawdown is -35.95%. The current ITDG drawdown is -3.32%.
| Rank | YGLD | ITDG |
|---|---|---|
| #1 | -35.95% Jan 28, 2026 - Jun 5, 2026 | -16.60% Feb 18, 2025 - Jun 2, 2025 |
| #2 | -15.20% Oct 20, 2025 - Dec 23, 2025 | -9.54% Feb 25, 2026 - Apr 16, 2026 |
| #3 | -10.55% Dec 11, 2024 - Jan 24, 2025 | -8.03% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -8.59% Dec 26, 2025 - Jan 12, 2026 | -5.16% Mar 28, 2024 - May 14, 2024 |
| #5 | -7.87% Feb 13, 2025 - Mar 18, 2025 | -4.95% Oct 28, 2025 - Dec 10, 2025 |
| #6 | -7.51% Jul 22, 2025 - Aug 29, 2025 | -4.90% Dec 6, 2024 - Feb 6, 2025 |
| #7 | -6.23% Apr 2, 2025 - Apr 9, 2025 | -4.02% Aug 30, 2024 - Sep 19, 2024 |
| #8 | -6.20% May 6, 2025 - Jun 2, 2025 | -3.32% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -5.85% Apr 21, 2025 - May 6, 2025 | -3.23% Oct 19, 2023 - Nov 2, 2023 |
| #10 | -4.86% Jun 13, 2025 - Jul 22, 2025 | -3.08% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -4.62% Jun 4, 2025 - Jun 13, 2025 | -2.80% Oct 14, 2024 - Nov 6, 2024 |
| #12 | -3.17% Oct 8, 2025 - Oct 13, 2025 | -2.75% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -2.77% Oct 16, 2025 - Oct 20, 2025 | -2.59% Nov 7, 2024 - Nov 29, 2024 |
| #14 | -2.49% Jan 24, 2025 - Jan 30, 2025 | -2.42% Jan 27, 2026 - Feb 9, 2026 |
| #15 | -1.92% Sep 16, 2025 - Sep 22, 2025 | -2.37% Dec 28, 2023 - Jan 24, 2024 |
Correlation
Correlation between YGLD and ITDG is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2023 - 2026)
YGLD vs ITDG dividend yield comparison.
| Year | YGLD | ITDG |
|---|---|---|
| 2026 | 6.26% | 0.00% |
| 2025 | 12.05% | 1.60% |
| 2024 | 0.00% | 1.44% |
| 2023 | 0.00% | 0.84% |
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