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Fund comparison · from official SEC filings

IRTR vs ITDD: how much do they overlap?

iShares LifePath Retirement ETF and iShares LifePath Target Date 2040 ETF
Holdings overlap
67%
of assets, by weight
Shared positions
15
of 15 / 15 holdings
IRTR expense ratio
0.08%
net, per year
ITDD expense ratio
0.11%
net, per year
IRTR and ITDD are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
IRTR
ITDD
I
IWBISHARES RUSSELL 1000 ETF
23.97%
39.28%
G
GOVTISHARES US TREASURY BOND ETF
23.01%
8.21%
I
IDEVISHARES CORE MSCI DEV MKTS
9.31%
17.36%
M
MBBISHARES MBS ETF
11.86%
5.73%
S
STIPISHARES 0-5 YEAR TIPS BOND E
8.98%
0.26%
I
IEMGISHARES CORE MSCI EMERGING
4.56%
8.47%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
4.37%
5.42%
I
IGSBISHARES 1-5Y INV GRADE CORP
3.76%
2.44%
T
TLHISHARES 10-20 YEAR TREASURY
2.88%
1.38%
U
USRTISHARES CORE US REIT ETF
0.50%
2.88%
I
IGLBISHARES 10+ YEAR INV GR CORP
1.74%
2.80%
I
IGIBISHARES 5-10Y INV GRADE CORP
2.58%
1.75%
I
IGFISHARES GLOBAL INFRASTRUCTUR
1.79%
2.05%
I
IWMISHARES RUSSELL 2000 ETF
0.52%
1.81%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.17%
0.15%
Only in IRTR
Nothing exclusive.
Only in ITDD
Nothing exclusive.
Hold IRTR and ITDD together? See your combined true holdings, overlap, and blended fees — free, no signup.
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ITDD vs ITDEiShares LifePath Target Date 2045 ETF
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ITDD vs ITDCiShares LifePath Target Date 2035 ETF
89% overlap
IRTR vs ITDBiShares LifePath Target Date 2030 ETF
87% overlap
IRTR vs ITDAiShares LifePath Target Date 2025 ETF
87% overlap
ITDD vs ITDFiShares LifePath Target Date 2050 ETF
80% overlap
ITDD vs ITDBiShares LifePath Target Date 2030 ETF
77% 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.