CLSMvsIRTRETF Comparison
Cabana Target Leading Sector Moderate ETF (CLSM) and iShares LifePath Retirement ETF (IRTR) belong to the same industry segment: Multi-Asset: Moderate. In contrast, IRTR's top sector exposures are Sovereign, Technology and Finance. CLSM is more expensive with a Total Expense Ratio (TER) of 0.93%, versus 0.08% for IRTR. CLSM is up 18.33% year-to-date (YTD) with -$24M in YTD flows. IRTR performs worse with 4.65% YTD performance, and +$19M in YTD flows. Run a side-by-side ETF comparison of CLSM and IRTR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
CLSM vs IRTR performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CLSM IRTR | -0.90%+0.76% | +4.44%+0.35% | +18.33%+4.65% | +16.77%+4.61% | +47.25%+41.07% | +11.51%n/a |
| Flows | CLSM IRTR | --$628K | -$1M+$2M | -$24M+$19M | -$31M+$25M | -$44M+$54M | -$179M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CLSM IRTR | +13.17%+6.00% | +15.06%+6.71% | +13.42%+6.98% | +12.81%n/a |
| Max drawdown | CLSM IRTR | -3.81%-2.73% | -8.52%-4.81% | -14.57%-6.20% | -30.38%n/a |
| Max drawdown duration | CLSM IRTR | 20d74d | 47d50d | 229d155d | 1590dn/a |
CLSM | IRTR | |
Last sale 10/27/2026 at 1:30 PM | $27.68 | $31.60 |
| Previous close 10/26/2026 | $27.48 | $31.54 |
| Consolidated volume 10/26/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
CLSM | IRTR | |
|---|---|---|
| Last price | $27.68 | $31.60 |
| 1D performance | +0.73% | +0.22% |
| AuM | $97.13 M | $59.92 M |
| E/R | 0.93% | 0.08% |
CLSM | IRTR | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Cabana ETF | iShares |
| Benchmark | - | - |
| N° of holdings | - | 2 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 12, 2021 | October 17, 2023 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 14 holdings out of 14
