Fund comparison · from official SEC filings

ITDG vs ITDJ: how much do they overlap?

iShares LifePath Target Date 2055 ETF and iShares LifePath Target Date 2070 ETF
Holdings overlap
98%
of assets, by weight
Shared positions
8
of 8 / 8 holdings
ITDG expense ratio
0.12%
net, per year
ITDJ expense ratio
0.12%
net, per year
ITDG and ITDJ are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
ITDG
ITDJ
I
IWBISHARES RUSSELL 1000 ETF
52.36%
53.34%
I
IDEVISHARES CORE MSCI DEV MKTS
24.29%
24.71%
I
IEMGISHARES CORE MSCI EMERGING
11.80%
12.07%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
5.04%
4.40%
I
IWMISHARES RUSSELL 2000 ETF
3.44%
3.55%
I
IGLBISHARES 10+ YEAR INV GR CORP
1.70%
0.86%
U
USRTISHARES CORE US REIT ETF
1.22%
0.94%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.15%
0.14%
Only in ITDG
Nothing exclusive.
Only in ITDJ
Nothing exclusive.
Hold ITDG and ITDJ 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.
ITDG vs ITDJ: 98% holdings overlap — Unwrap.Fund