SMMD vs. ITDI ETF Comparison

Comparison of iShares Russell 2500 ETF (SMMD) to iShares LifePath Target Date 2065 ETF (ITDI)
SMMD

iShares Russell 2500 ETF

SMMD Description

The investment seeks to track the investment results of the Russell 2500TM Index. The fund generally will invest at least 90% of its assets in the component securities, including indirect investments through the underlying fund, of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index measures the performance of the small- to mid-capitalization sector of the U.S. equity market, as defined by FTSE Russell.

Grade (RS Rating)

Last Trade

$71.87

Average Daily Volume

118,717

Number of Holdings *

10

* may have additional holdings in another (foreign) market
ITDI

iShares LifePath Target Date 2065 ETF

ITDI Description iShares® LifePath® Target Date 2065 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

$32.36

Average Daily Volume

1,530

Number of Holdings *

6

* may have additional holdings in another (foreign) market
Performance
Period SMMD ITDI
30 Days 5.71% 0.47%
60 Days 6.18% 2.03%
90 Days 7.14% 2.85%
12 Months 30.20% 24.26%
1 Overlapping Holdings
Symbol Grade Weight in SMMD Weight in ITDI Overlap
IWM B 41.51% 4.52% 4.52%
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