Fund comparison · from official SEC filings

ITDA vs ITDC: how much do they overlap?

Name: ITDA vs ITDC holdings overlap
Creator: Unwrap.Fund

iShares LifePath Target Date 2025 ETF and iShares LifePath Target Date 2035 ETF

Fund A

Fund B

Holdings overlap

74%

of assets, by weight

Shared positions

of 14 / 15 holdings

ITDA expense ratio

0.09%

net, per year

ITDC expense ratio

0.10%

net, per year

ITDA and ITDC are largely redundant — holding both means most of your money tracks the same underlying companies.

Shared holdings

Company

ITDA

ITDC

IWBISHARES RUSSELL 1000 ETF

25.77%

33.95%

GOVTISHARES US TREASURY BOND ETF

16.77%

11.99%

IDEVISHARES CORE MSCI DEV MKTS

8.73%

14.48%

MBBISHARES MBS ETF

13.22%

8.18%

STIPISHARES 0-5 YEAR TIPS BOND E

10.86%

0.97%

IEMGISHARES CORE MSCI EMERGING

3.52%

7.07%

TLHISHARES 10-20 YEAR TREASURY

6.28%

1.90%

IGSBISHARES 1-5Y INV GRADE CORP

5.15%

4.28%

IGIBISHARES 5-10Y INV GRADE CORP

3.58%

2.99%

IGLBISHARES 10+ YEAR INV GR CORP

3.02%

2.55%

USRTISHARES CORE US REIT ETF

1.40%

2.22%

IGFISHARES GLOBAL INFRASTRUCTUR

1.11%

1.88%

IWMISHARES RUSSELL 2000 ETF

0.30%

1.01%

XTSLABLCKRCK CASH-TRSRY-SL AGNCY

0.28%

0.16%

Only in ITDA

Nothing exclusive.

Only in ITDC

BISXXBCF INSTITUTIONAL-SL AGNCY

6.39%

Hold ITDA and ITDC together? See your combined true holdings, overlap, and blended fees — free, no signup.

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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.