ITDD vs. IRTR ETF Comparison

Comparison of iShares LifePath Target Date 2040 ETF (ITDD) to iShares LifePath Retirement ETF (IRTR)

ITDD

iShares LifePath Target Date 2040 ETF

ITDD Description

iShares® LifePath® Target Date 2040 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

$30.78

Average Daily Volume

4,922

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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

Performance

Period	ITDD	IRTR
30 Days	-1.77%	-2.17%
60 Days	-0.14%	-0.62%
90 Days	4.48%	1.61%
12 Months	23.66%	15.34%

13 Overlapping Holdings

Symbol	Grade	Weight in ITDD	Weight in IRTR	Overlap
GOVT	C	5.02%	18.32%	5.02%
IDEV	D	16.99%	8.67%	8.67%
IEMG	C	6.95%	3.55%	3.55%
IGF	C	2.01%	1.01%	1.01%
IGIB	C	1.58%	3.28%	1.58%
IGLB	D	4.05%	3.11%	3.11%
IGSB	C	2.3%	4.84%	2.3%
IWB	A	45.85%	25.7%	25.7%
IWM	B	2.11%	0.2%	0.2%
MBB	D	5.88%	13.3%	5.88%
STIP	B	0.6%	10.92%	0.6%
TLH	D	2.87%	5.68%	2.87%
USRT	C	3.62%	1.42%	1.42%

ITDD Overweight 0 Positions Relative to IRTR

	Symbol	Grade	Weight

ITDD Underweight 0 Positions Relative to IRTR

	Symbol	Grade	Weight

ITDD: Top Represented Industries & Keywords

Industries:

IRTR: Top Represented Industries & Keywords

Industries: