ITDJ vs. BPH

Last updated Aug 2, 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 Energy Equities fund actively managed by Precidian. Both are actively managed. Their -0.16 correlation means they have often moved in opposite directions in the past. 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: 0.37%
• 1M: -0.08%
• 6M: 8.17%
• YTD: 11.50%
• 1Y: 24.00%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 18.52%

BPH

• 1D: 2.00%
• 1M: 18.84%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BPH BP p.l.c. ADRhedged ETF	$53.46K	$52.99K	$51.54K
ITDJ iShares LifePath Target Date 2070 ETF	$73.66K	$197.52K	$150.89K

ITDJ vs. BPH - Yearly Performance Comparison

	2026 (YTD)
ITDJ iShares LifePath Target Date 2070 ETF	0.92%
BPH BP p.l.c. ADRhedged ETF	5.67%

Correlation

The correlation between ITDJ and BPH is -0.16, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 26, 2026	-0.16

Return for Risk

ITDJ vs. BPH — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

ITDJ

ITDJ Risk / Return Rank: 71
ITDJ Sharpe Ratio Rank: 71
ITDJ Sortino Ratio Rank: 70
ITDJ Omega Ratio Rank: 70
ITDJ Calmar Ratio Rank: 67
ITDJ Martin Ratio Rank: 78

BPH

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ITDJ	BPH	Difference
Sharpe ratio: Return per unit of total volatility	1.64	—	—
Sortino ratio: Return per unit of downside risk	2.30	—	—
Omega ratio: Gain probability vs. loss probability	1.30	—	—
Calmar ratio: Return relative to maximum drawdown	2.36	—	—
Martin ratio: Return relative to average drawdown	9.91	—	—

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 -15.58%. 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%	-15.58%	-1.05%
Max Drawdown (1Y) Largest decline over 1 year	-9.65%	—	—
Current Drawdown Current decline from peak	-1.35%	0.00%	-1.35%
Average Drawdown Average peak-to-trough decline	-1.89%	-5.64%	+3.75%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.29%	—	—

Volatility

Volatility by Period

	ITDJ	BPH	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.91%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.61%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	13.87%	28.58%	-14.71%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.17%	28.58%	-12.41%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.17%	28.58%	-12.41%

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 1.26%, more than BPH's 0.48% yield.

Position	TTM	2025	2024
BPH BP p.l.c. ADRhedged ETF	0.48%	0.00%	0.00%
ITDJ iShares LifePath Target Date 2070 ETF	1.26%	1.40%	0.82%

Frequently Asked Questions

Can I hold both ITDJ and BPH in my portfolio?

ITDJ and BPH have a correlation of -0.16, 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 1.26%, compared with 0.48% for BPH.

What is the main difference between ITDJ and BPH?

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