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The Best Target Retirement Date ETFs

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Target Retirement Date ETFs.

Target Retirement Date ETFs and funds hold a diversified mix of stocks and bonds that automatically shifts over time along a "glide path," growing more conservative as the fund's target year approaches. Each fund is tied to an anticipated retirement year (for example, 2040 or 2050), making it a single, hands-off holding that rebalances from growth-oriented assets toward income and capital preservation as investors near retirement.

Number of ETFs
11
Avg. Expense Ratio
0.12%
Avg. Dividend Yield
2.73%
Avg. 1 Year Return
18.59%
Median Risk/Return Score
62 / 100
The Best Target Retirement Date ETFs

11 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
iShares LifePath Retirement ETFTarget Retirement DateOct 17, 20230.08%
4.77%
3.01%
65
Ishares Lifepath Target Date 2030 ETFTarget Retirement DateOct 17, 20230.09%
5.63%
1.94%
63
Ishares Lifepath Target Date 2035 ETFTarget Retirement DateOct 17, 20230.10%
6.90%
1.89%
62
Ishares Lifepath Target Date 2040 ETFTarget Retirement DateOct 17, 20230.11%
8.08%
1.69%
62
Ishares Lifepath Target Date 2045 ETFTarget Retirement DateOct 17, 20230.11%
9.11%
1.70%
63
Ishares Lifepath Target Date 2050 ETFTarget Retirement DateOct 17, 20230.11%
9.76%
1.50%
62
Ishares Lifepath Target Date 2055 ETFTarget Retirement DateOct 17, 20230.11%
10.04%
1.46%
61
Ishares Lifepath Target Date 2060 ETFTarget Retirement DateOct 17, 20230.11%
10.35%
1.45%
61
Ishares Lifepath Target Date 2065 ETFTarget Retirement DateOct 17, 20230.11%
10.17%
1.48%
61
iShares LifePath Target Date 2070 ETFTarget Retirement DateNov 12, 20240.12%
10.07%
1.27%
62
LifeX 2035 Income Bucket ETFTarget Retirement DateJan 3, 20250.25%
0.19%
12.62%
26

Rows per page

1–11 of 11

Best Target Retirement Date ETFs by Risk/Return Score

The top Target Retirement Date ETFs by PortfoliosLab Risk/Return Score are IRTR (65) and ITDB (63). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Lowest-Cost Target Retirement Date ETFs

The top Target Retirement Date ETFs is IRTR (0.08%). With an average expense ratio of 0.12%, Target Retirement Date ETFs remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield Target Retirement Date ETFs

The top Target Retirement Date ETFs is LDDR (12.62%). Across the lineup, Target Retirement Date ETFs show an average dividend yield of 2.73%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

SymbolNameDividend YieldAUMInception
LifeX 2035 Income Bucket ETF12.62%Jan 2025
iShares LifePath Retirement ETF3.01%55.93MOct 2023
Ishares Lifepath Target Date 2030 ETF1.94%72.28MOct 2023
Ishares Lifepath Target Date 2035 ETF1.89%102.10MOct 2023
Ishares Lifepath Target Date 2045 ETF1.70%82.62MOct 2023

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Top ETFs Comparisons

Compare the top ETFs symbols based on PortfoliosLab usage data.

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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