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
$28.66
Average Daily Volume
5,631
Number of Holdings
*
13
* 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
$28.64
Average Daily Volume
2,424
Number of Holdings
*
13
* may have additional holdings in another (foreign) market
Performance
Period | IRTR | ITDA |
---|---|---|
30 Days | -0.51% | -1.53% |
60 Days | -1.09% | -1.42% |
90 Days | 0.82% | 0.67% |
12 Months | 12.86% | 13.65% |
13 Overlapping Holdings
Symbol | Grade | Weight in IRTR | Weight in ITDA | Overlap | |
---|---|---|---|---|---|
GOVT | D | 18.1% | 16.54% | 16.54% | |
IDEV | D | 8.49% | 8.58% | 8.49% | |
IEMG | D | 3.43% | 3.47% | 3.43% | |
IGF | A | 1.0% | 1.1% | 1.0% | |
IGIB | C | 3.25% | 3.54% | 3.25% | |
IGLB | D | 3.09% | 2.99% | 2.99% | |
IGSB | C | 4.8% | 5.09% | 4.8% | |
IWB | A | 26.47% | 26.84% | 26.47% | |
IWM | B | 0.22% | 0.33% | 0.22% | |
MBB | D | 13.17% | 13.12% | 13.12% | |
STIP | A | 10.89% | 10.79% | 10.79% | |
TLH | D | 5.58% | 6.16% | 5.58% | |
USRT | C | 1.4% | 1.39% | 1.39% |
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:
Keywords:
ETF
Exchange Traded Fund
Bond
Corporate Bond
Index Fund
Bond Market
Exchange Traded Funds
Ishares
U.S. Treasury
Bloomberg Barclays Us Aggregate Bond Index
Government Bonds
Russell 2000 Price Return Usd
Stock Market Index
Swaps
U.S. Government
Bond Market Index
Equity Derivative
Fannie Mae
Federal Home Loan Mortgage Corporation
Federal National Mortgage Association
ITDA: Top Represented Industries & Keywords
Industries:
Keywords:
ETF
Exchange Traded Fund
Bond
Corporate Bond
Index Fund
Bond Market
Exchange Traded Funds
Ishares
U.S. Treasury
Bloomberg Barclays Us Aggregate Bond Index
Government Bonds
Russell 2000 Price Return Usd
Stock Market Index
Swaps
U.S. Government
Bond Market Index
Equity Derivative
Fannie Mae
Federal Home Loan Mortgage Corporation
Federal National Mortgage Association