IRTR vs. ITDD ETF Comparison

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

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

$28.47

Average Daily Volume

5,524

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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

$31.03

Average Daily Volume

5,358

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	IRTR	ITDD
30 Days	-1.57%	-1.51%
60 Days	-1.45%	0.17%
90 Days	0.62%	2.45%
12 Months	13.02%	20.42%

13 Overlapping Holdings

Symbol	Grade	Weight in IRTR	Weight in ITDD	Overlap
GOVT	C	18.1%	4.91%	4.91%
IDEV	D	8.49%	16.55%	8.49%
IEMG	D	3.43%	6.74%	3.43%
IGF	C	1.0%	1.97%	1.0%
IGIB	C	3.25%	1.55%	1.55%
IGLB	D	3.09%	3.98%	3.09%
IGSB	C	4.8%	2.26%	2.26%
IWB	B	26.47%	47.0%	26.47%
IWM	B	0.22%	2.27%	0.22%
MBB	C	13.17%	5.76%	5.76%
STIP	C	10.89%	0.6%	0.6%
TLH	D	5.58%	2.79%	2.79%
USRT	C	1.4%	3.55%	1.4%

IRTR Overweight 0 Positions Relative to ITDD

	Symbol	Grade	Weight

IRTR Underweight 0 Positions Relative to ITDD

	Symbol	Grade	Weight

IRTR: Top Represented Industries & Keywords

Industries:

ITDD: Top Represented Industries & Keywords

Industries: