ITDJ vs. BPH

Last updated Jun 4, 2026

ITDJ (iShares LifePath Target Date 2070 ETF) and BPH (BP p.l.c. ADRhedged ETF) are both exchange-traded funds - ITDJ is a Target Retirement Date fund actively managed by iShares, while BPH is a Oil & Gas fund actively managed by Precidian. Both are actively managed. At a 0.03 correlation, their price movements are largely independent. ITDJ charges 0.12%/yr vs 0.19%/yr for BPH.

Performance

ITDJ vs. BPH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares LifePath Target Date 2070 ETF (ITDJ) and BP p.l.c. ADRhedged ETF (BPH). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ITDJ

• 1D: -0.81%
• 1M: 4.82%
• YTD: 12.11%
• 6M: 13.07%
• 1Y: 29.01%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BPH

• 1D: 1.20%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ITDJ vs. BPH - Yearly Performance Comparison

	2026 (YTD)
ITDJ iShares LifePath Target Date 2070 ETF	0.26%
BPH BP p.l.c. ADRhedged ETF	2.83%

Correlation

The correlation between ITDJ and BPH is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 27, 2026	0.03

ITDJ vs. BPH - Sectors Allocation Comparison

Sectors	ITDJ	BPH
Technology	26.8%	-
Financial Services	16.1%	-
Industrials	11.9%	-
Consumer Cyclical	9.3%	-
Healthcare	8.3%	-
Communication Services	8.1%	-
Consumer Defensive	4.8%	-
Basic Materials	4.3%	-
Energy	4.3%	100.0%
Real Estate	3.5%	-
Utilities	2.6%	-

Return for Risk

ITDJ vs. BPH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ITDJ

ITDJ Risk / Return Rank: 69
ITDJ Sharpe Ratio Rank: 71
ITDJ Sortino Ratio Rank: 70
ITDJ Omega Ratio Rank: 70
ITDJ Calmar Ratio Rank: 61
ITDJ Martin Ratio Rank: 72

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ITDJ vs. BPH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares LifePath Target Date 2070 ETF (ITDJ) and BP p.l.c. ADRhedged ETF (BPH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	ITDJ	BPH	Difference
Sharpe ratio Return per unit of total volatility	2.28	—	—
Sortino ratio Return per unit of downside risk	3.16	—	—
Omega ratio Gain probability vs. loss probability	1.41	—	—
Calmar ratio Return relative to maximum drawdown	3.02	—	—
Martin ratio Return relative to average drawdown	13.33	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	ITDJ	BPH	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.28	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.32	9.48	-8.16

Drawdowns

ITDJ vs. BPH - Drawdown Comparison

The maximum ITDJ drawdown since its inception was -16.63%, which is greater than BPH's maximum drawdown of -2.35%. Use the drawdown chart below to compare losses from any high point for ITDJ and BPH.

Drawdown Indicators

	ITDJ	BPH	Difference
Max Drawdown Largest peak-to-trough decline	-16.63%	-2.35%	-14.28%
Max Drawdown (1Y) Largest decline over 1 year	-9.65%	—	—
Current Drawdown Current decline from peak	-0.81%	0.00%	-0.81%
Average Drawdown Average peak-to-trough decline	-1.91%	-1.08%	-0.83%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.18%	—	—

Volatility

Volatility by Period

	ITDJ	BPH	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.90%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.29%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	12.78%	25.75%	-12.97%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.18%	25.75%	-9.57%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.18%	25.75%	-9.57%

ITDJ vs. BPH - Expense Ratio Comparison

ITDJ has a 0.12% expense ratio, which is lower than BPH's 0.19% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

ITDJ vs. BPH - Dividend Comparison

ITDJ's dividend yield for the trailing twelve months is around 1.25%, while BPH has not paid dividends to shareholders.

Position	TTM	2025	2024
BPH BP p.l.c. ADRhedged ETF	0.00%	0.00%	0.00%
ITDJ iShares LifePath Target Date 2070 ETF	1.25%	1.40%	0.82%

Frequently Asked Questions

Can I hold both ITDJ and BPH in my portfolio?

ITDJ and BPH have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, ITDJ or BPH?

On fees, ITDJ is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, ITDJ or BPH?

ITDJ is cheaper with a 0.12% expense ratio, compared with 0.19% for BPH.

Which ETF pays a higher dividend yield, ITDJ or BPH?

ITDJ has the higher dividend yield at 1.25%, compared with 0.00% for BPH.

What is the main difference between ITDJ and BPH?

ITDJ is categorized as Target Retirement Date, while BPH is Oil & Gas. They also come from different issuers: iShares and Precidian. Their fees differ too: 0.12% for ITDJ and 0.19% for BPH.