Fund comparison · from official SEC filings

ITDG vs ITDH: how much do they overlap?

Name: ITDG vs ITDH holdings overlap
Creator: Unwrap.Fund

iShares LifePath Target Date 2055 ETF and iShares LifePath Target Date 2060 ETF

Fund A

Fund B

Holdings overlap

98%

of assets, by weight

Shared positions

of 8 / 8 holdings

ITDG expense ratio

0.12%

net, per year

ITDH expense ratio

0.12%

net, per year

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

Shared holdings

Company

ITDG

ITDH

IWBISHARES RUSSELL 1000 ETF

52.36%

53.35%

IDEVISHARES CORE MSCI DEV MKTS

24.29%

24.71%

IEMGISHARES CORE MSCI EMERGING

11.80%

12.07%

BISXXBCF INSTITUTIONAL-SL AGNCY

5.04%

4.38%

IWMISHARES RUSSELL 2000 ETF

3.44%

3.55%

IGLBISHARES 10+ YEAR INV GR CORP

1.70%

0.86%

USRTISHARES CORE US REIT ETF

1.22%

0.94%

XTSLABLCKRCK CASH-TRSRY-SL AGNCY

0.15%

Only in ITDG

Nothing exclusive.

Only in ITDH

Nothing exclusive.

Hold ITDG and ITDH 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.