Fund comparison · from official SEC filings

ITDE vs ITDJ: how much do they overlap?

Name: ITDE vs ITDJ holdings overlap
Creator: Unwrap.Fund

iShares LifePath Target Date 2045 ETF and iShares LifePath Target Date 2070 ETF

Fund A

Fund B

Holdings overlap

83%

of assets, by weight

Shared positions

of 14 / 8 holdings

ITDE expense ratio

0.11%

net, per year

ITDJ expense ratio

0.12%

net, per year

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

Shared holdings

Company

ITDE

ITDJ

IWBISHARES RUSSELL 1000 ETF

44.15%

53.34%

IDEVISHARES CORE MSCI DEV MKTS

20.11%

24.71%

IEMGISHARES CORE MSCI EMERGING

9.80%

12.07%

BISXXBCF INSTITUTIONAL-SL AGNCY

5.88%

4.40%

IWMISHARES RUSSELL 2000 ETF

2.47%

3.55%

USRTISHARES CORE US REIT ETF

3.49%

0.94%

IGLBISHARES 10+ YEAR INV GR CORP

2.75%

0.86%

XTSLABLCKRCK CASH-TRSRY-SL AGNCY

0.15%

0.14%

Only in ITDE

GOVTISHARES US TREASURY BOND ETF

4.16%

MBBISHARES MBS ETF

3.42%

IGSBISHARES 1-5Y INV GRADE CORP

1.20%

TLHISHARES 10-20 YEAR TREASURY

0.85%

IGFISHARES GLOBAL INFRASTRUCTUR

0.79%

IGIBISHARES 5-10Y INV GRADE CORP

0.77%

Only in ITDJ

Nothing exclusive.

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

Unwrap your portfolio →

Other comparisons you might like

ITDJ vs ITDHiShares LifePath Target Date 2060 ETF

100% overlap

ITDJ vs ITDIiShares LifePath Target Date 2065 ETF

100% overlap

ITDJ vs ITDGiShares LifePath Target Date 2055 ETF

98% overlap

ITDJ vs ITDFiShares LifePath Target Date 2050 ETF

92% overlap

ITDE vs ITDFiShares LifePath Target Date 2050 ETF

90% overlap

ITDE vs ITDDiShares LifePath Target Date 2040 ETF

89% 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.