ETF overview
This iShares LifePath Target Date 2030 ETF (ITDB) is designed to help investors achieve their retirement goals. It does so by investing in a wide variety of other exchange-traded funds (ETFs). A key characteristic of this fund is that it automatically adjusts its asset mix, gradually shifting its investment strategy as the target retirement year of 2030 approaches.
Fund facts
- Expense ratio
- 0.09%
- Fund assets
- 81.56M USD (all share classes)
- Issuer
- iShares
- Inception date
- Oct 17, 2023
- Number of holdings
- 29,067
Breakdown
Holdings (29,067)
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA | NVDA | 2.25% |
| APPLE | AAPL | 2.19% |
| MICROSOFT | MSFT | 1.78% |
| AMAZON.COM INC | AMZN | 1.10% |
| ALPHABET CLASS A | GOOGL | 0.90% |
| TAIWAN SEMICONDUCTOR MANUFACTURING | 2330.TW | 0.78% |
| ALPHABET CLASS C | GOOG | 0.73% |
| META PLATFORMS CLASS A | META | 0.72% |
| BROADCOM INC | AVGO | 0.71% |
| TREASURY NOTE 1.38% 11/15/2031 (TNOTE) | 0.67% | |
| and 29,054 more | ||
Similar ETFs
- iShares LifePath Retirement ETFIRTR · Overlap 76% · Expense ratio 0.08%
- iShares LifePath Target Date 2040 ETFITDD · Overlap 68% · Expense ratio 0.11%
- iShares Core 60/40 Balanced Allocation ETFAOR · Overlap 62% · Expense ratio 0.20%
- iShares LifePath Target Date 2045 ETFITDE · Overlap 60% · Expense ratio 0.11%
- iShares Core 40/60 Moderate Allocation ETFAOM · Overlap 59% · Expense ratio 0.20%
- iShares Core 80/20 Aggressive Allocation ETFAOA · Overlap 55% · Expense ratio 0.19%
- iShares LifePath Target Date 2050 ETFITDF · Overlap 53% · Expense ratio 0.11%
- Vanguard Total World Stock ETFVT · Overlap 49% · Expense ratio 0.06%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.09%
- Fund assets
- 81.56M USD (all share classes)
- Issuer
- iShares
- Inception date
- Oct 17, 2023
- Number of holdings
- 29,067
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA | NVDA | 2.25% |
| APPLE | AAPL | 2.19% |
| MICROSOFT | MSFT | 1.78% |
| AMAZON.COM INC | AMZN | 1.10% |
| ALPHABET CLASS A | GOOGL | 0.90% |
| TAIWAN SEMICONDUCTOR MANUFACTURING | 2330.TW | 0.78% |
| ALPHABET CLASS C | GOOG | 0.73% |
| META PLATFORMS CLASS A | META | 0.72% |
| BROADCOM INC | AVGO | 0.71% |
| TREASURY NOTE 1.38% 11/15/2031 (TNOTE) | 0.67% | |
| and 29,054 more | ||
This iShares LifePath Target Date 2030 ETF (ITDB) is designed to help investors achieve their retirement goals. It does so by investing in a wide variety of other exchange-traded funds (ETFs). A key characteristic of this fund is that it automatically adjusts its asset mix, gradually shifting its investment strategy as the target retirement year of 2030 approaches.
- iShares LifePath Retirement ETFIRTR · Overlap 76% · Expense ratio 0.08%
- iShares LifePath Target Date 2040 ETFITDD · Overlap 68% · Expense ratio 0.11%
- iShares Core 60/40 Balanced Allocation ETFAOR · Overlap 62% · Expense ratio 0.20%
- iShares LifePath Target Date 2045 ETFITDE · Overlap 60% · Expense ratio 0.11%
- iShares Core 40/60 Moderate Allocation ETFAOM · Overlap 59% · Expense ratio 0.20%
- iShares Core 80/20 Aggressive Allocation ETFAOA · Overlap 55% · Expense ratio 0.19%
- iShares LifePath Target Date 2050 ETFITDF · Overlap 53% · Expense ratio 0.11%
- Vanguard Total World Stock ETFVT · Overlap 49% · Expense ratio 0.06%
Overlap is the share of assets the two funds hold in common.
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