IRTR vs. ITDA ETF Comparison

Comparison of iShares LifePath Retirement ETF (IRTR) to iShares LifePath Target Date 2025 ETF (ITDA)

IRTR

iShares LifePath Retirement ETF

IRTR Description

iShares® LifePath® Retirement ETF seeks to provide exposure to a conservative, broad portfolio of ETFs covering global asset classes. It is designed for investors expecting to retire or begin withdrawing assets in the near future and the current allocation is expected to remain unchanged.

Grade (RS Rating)

Last Trade

$28.41

Average Daily Volume

5,864

Number of Holdings ^*

* may have additional holdings in another (foreign) market

ITDA

iShares LifePath Target Date 2025 ETF

ITDA Description

iShares® LifePath® Target Date 2025 ETF seeks to provide retirement outcomes through exposure to a broad portfolio of ETFs which adjusts its allocation as it approaches its target date.

Grade (RS Rating)

Last Trade

$29.14

Average Daily Volume

2,102

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	IRTR	ITDA
30 Days	-2.17%	-2.21%
60 Days	-0.62%	-0.71%
90 Days	1.61%	1.68%
12 Months	15.34%	16.06%

13 Overlapping Holdings

Symbol	Grade	Weight in IRTR	Weight in ITDA	Overlap
GOVT	C	18.32%	16.69%	16.69%
IDEV	D	8.67%	8.74%	8.67%
IEMG	C	3.55%	3.54%	3.54%
IGF	C	1.01%	1.11%	1.01%
IGIB	C	3.28%	3.57%	3.28%
IGLB	D	3.11%	3.0%	3.0%
IGSB	C	4.84%	5.12%	4.84%
IWB	A	25.7%	26.03%	25.7%
IWM	B	0.2%	0.3%	0.2%
MBB	D	13.3%	13.17%	13.17%
STIP	B	10.92%	10.79%	10.79%
TLH	D	5.68%	6.24%	5.68%
USRT	C	1.42%	1.41%	1.41%

IRTR Overweight 0 Positions Relative to ITDA

	Symbol	Grade	Weight

IRTR Underweight 0 Positions Relative to ITDA

	Symbol	Grade	Weight

IRTR: Top Represented Industries & Keywords

Industries:

ITDA: Top Represented Industries & Keywords

Industries: