iShares LifePath Retirement ETF (IRTR) belongs to the Target Retirement Date category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with IRTR. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IRTR
IRTR charges 0.08% annually. No ETFs in the Target Retirement Date category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Ishares Lifepath Target Date 2030 ETF | 0.09% | 75.82M | Oct 2023 | IRTR vs ITDB | |
| Ishares Lifepath Target Date 2035 ETF | 0.10% | 108.50M | Oct 2023 | IRTR vs ITDC | |
| Ishares Lifepath Target Date 2055 ETF | 0.11% | 56.97M | Oct 2023 | IRTR vs ITDG | |
| Ishares Lifepath Target Date 2060 ETF | 0.11% | 39.40M | Oct 2023 | IRTR vs ITDH | |
| Ishares Lifepath Target Date 2040 ETF | 0.11% | 104.77M | Oct 2023 | IRTR vs ITDD |
Best Risk-Adjusted Alternatives to IRTR
IRTR has a PortfoliosLab risk / return rank of 71. There are 8 ETFs in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 74.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Ishares Lifepath Target Date 2045 ETF | 74 | 87.49M | Oct 2023 | IRTR vs ITDE | |
| Ishares Lifepath Target Date 2040 ETF | 73 | 104.77M | Oct 2023 | IRTR vs ITDD | |
| Ishares Lifepath Target Date 2055 ETF | 72 | 56.97M | Oct 2023 | IRTR vs ITDG | |
| Ishares Lifepath Target Date 2050 ETF | 72 | 84.03M | Oct 2023 | IRTR vs ITDF | |
| Ishares Lifepath Target Date 2060 ETF | 72 | 39.40M | Oct 2023 | IRTR vs ITDH |
Top Performing IRTR Alternatives (YTD)
IRTR is at 4.53% YTD. There are 9 ETFs in the Target Retirement Date category with higher YTD returns, going as high as 11.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Ishares Lifepath Target Date 2060 ETF | 11.65% | 39.40M | Oct 2023 | IRTR vs ITDH | |
| iShares LifePath Target Date 2070 ETF | 11.50% | 14.98M | Nov 2024 | IRTR vs ITDJ | |
| Ishares Lifepath Target Date 2065 ETF | 11.42% | 26.81M | Oct 2023 | IRTR vs ITDI | |
| Ishares Lifepath Target Date 2055 ETF | 11.38% | 56.97M | Oct 2023 | IRTR vs ITDG | |
| Ishares Lifepath Target Date 2050 ETF | 10.90% | 84.03M | Oct 2023 | IRTR vs ITDF |
Lowest Volatility Alternatives to IRTR
IRTR has 6.38% 1-year volatility. There is 1 ETF in the Target Retirement Date category with lower 1-year volatility, going as low as 3.09%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| LifeX 2035 Income Bucket ETF | 3.09% | — | Jan 2025 | IRTR vs LDDR | |
| Ishares Lifepath Target Date 2030 ETF | 7.73% | 75.82M | Oct 2023 | IRTR vs ITDB | |
| Ishares Lifepath Target Date 2035 ETF | 9.21% | 108.50M | Oct 2023 | IRTR vs ITDC | |
| Ishares Lifepath Target Date 2040 ETF | 10.57% | 104.77M | Oct 2023 | IRTR vs ITDD | |
| Ishares Lifepath Target Date 2045 ETF | 11.82% | 87.49M | Oct 2023 | IRTR vs ITDE |
Lowest Drawdown Alternatives to IRTR
IRTR has a 1-year max drawdown of -4.82%. There is 1 ETF in the Target Retirement Date category with a shallower 1-year drawdown, going as shallow as -2.50%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| LifeX 2035 Income Bucket ETF | -2.50% | — | Jan 2025 | IRTR vs LDDR | |
| Ishares Lifepath Target Date 2030 ETF | -5.66% | 75.82M | Oct 2023 | IRTR vs ITDB | |
| Ishares Lifepath Target Date 2035 ETF | -6.63% | 108.50M | Oct 2023 | IRTR vs ITDC | |
| Ishares Lifepath Target Date 2040 ETF | -7.56% | 104.77M | Oct 2023 | IRTR vs ITDD | |
| Ishares Lifepath Target Date 2045 ETF | -8.44% | 87.49M | Oct 2023 | IRTR vs ITDE |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SGOV, IBIT, SOXX and span 14 categories. AUM among these funds goes as high as $869B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 2.11% | 99.95B | May 2020 | IRTR vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 1 | -28.22% | 46.52B | Jan 2024 | IRTR vs IBIT | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 90 | 67.84% | 44.69B | Jul 2001 | IRTR vs SOXX | |
| iShares Core S&P 500 ETF | S&P 500 | 67 | 10.13% | 869.20B | May 2000 | IRTR vs IVV | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 91 | 13.39% | 42.77B | Jun 2014 | IRTR vs DGRO | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 9 | -3.49% | 41.54B | Jul 2002 | IRTR vs TLT | |
| iShares Silver Trust | Silver, Precious Metals | 36 | -18.72% | 28.08B | Apr 2006 | IRTR vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 30 | -6.16% | 59.74B | Jan 2005 | IRTR vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 79 | 18.79% | 80.11B | May 2000 | IRTR vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 71 | 11.28% | 32.49B | Mar 2008 | IRTR vs ACWI |
Often Compared With IRTR
Investors most often compare IRTR with VTINX, FIKFX, VGWIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare IRTR with Any Fund or Stock
Compare IRTR with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IRTR with funds that move differently
iShares LifePath Retirement ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IRTR.
Explore IRTR Diversifiers