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Fund comparison · from official SEC filings

IRTR vs ITDA: how much do they overlap?

iShares LifePath Retirement ETF and iShares LifePath Target Date 2025 ETF
Holdings overlap
87%
of assets, by weight
Shared positions
14
of 15 / 14 holdings
IRTR expense ratio
0.08%
net, per year
ITDA expense ratio
0.09%
net, per year
IRTR and ITDA are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
IRTR
ITDA
I
IWBISHARES RUSSELL 1000 ETF
23.97%
25.77%
G
GOVTISHARES US TREASURY BOND ETF
23.01%
16.77%
M
MBBISHARES MBS ETF
11.86%
13.22%
S
STIPISHARES 0-5 YEAR TIPS BOND E
8.98%
10.86%
I
IDEVISHARES CORE MSCI DEV MKTS
9.31%
8.73%
T
TLHISHARES 10-20 YEAR TREASURY
2.88%
6.28%
I
IGSBISHARES 1-5Y INV GRADE CORP
3.76%
5.15%
I
IEMGISHARES CORE MSCI EMERGING
4.56%
3.52%
I
IGIBISHARES 5-10Y INV GRADE CORP
2.58%
3.58%
I
IGLBISHARES 10+ YEAR INV GR CORP
1.74%
3.02%
I
IGFISHARES GLOBAL INFRASTRUCTUR
1.79%
1.11%
U
USRTISHARES CORE US REIT ETF
0.50%
1.40%
I
IWMISHARES RUSSELL 2000 ETF
0.52%
0.30%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.17%
0.28%
Only in IRTR
B
BISXXBCF INSTITUTIONAL-SL AGNCY
4.37%
Only in ITDA
Nothing exclusive.
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IRTR vs ITDBiShares LifePath Target Date 2030 ETF
87% overlap
ITDA vs ITDBiShares LifePath Target Date 2030 ETF
86% overlap
IRTR vs ITDCiShares LifePath Target Date 2035 ETF
76% overlap
ITDA vs ITDCiShares LifePath Target Date 2035 ETF
74% overlap
IRTR vs ITDDiShares LifePath Target Date 2040 ETF
67% overlap
ITDA vs ITDDiShares LifePath Target Date 2040 ETF
64% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.