ITDD Alternatives & Similar ETFs

Ishares Lifepath Target Date 2040 ETF (ITDD) 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 ITDD. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to ITDD

ITDD charges 0.11% annually. There are 3 ETFs in the Target Retirement Date category with lower expense ratios, going as low as 0.08%.

Symbol	Name	Expense Ratio	AUM	Inception
IRTR	iShares LifePath Retirement ETF	0.08%	58.12M	Oct 2023	ITDD vs IRTR
ITDB	Ishares Lifepath Target Date 2030 ETF	0.09%	74.33M	Oct 2023	ITDD vs ITDB
ITDC	Ishares Lifepath Target Date 2035 ETF	0.10%	108.69M	Oct 2023	ITDD vs ITDC
ITDI	Ishares Lifepath Target Date 2065 ETF	0.11%	27.08M	Oct 2023	ITDD vs ITDI
ITDG	Ishares Lifepath Target Date 2055 ETF	0.11%	56.70M	Oct 2023	ITDD vs ITDG

Best Risk-Adjusted Alternatives to ITDD

ITDD has a PortfoliosLab risk / return rank of 66. There are 4 ETFs in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 67.

Symbol	Name	Risk / Return Rank	AUM	Inception
ITDE	Ishares Lifepath Target Date 2045 ETF	67	87.49M	Oct 2023	ITDD vs ITDE
IRTR	iShares LifePath Retirement ETF	67	58.12M	Oct 2023	ITDD vs IRTR
ITDB	Ishares Lifepath Target Date 2030 ETF	66	74.33M	Oct 2023	ITDD vs ITDB
ITDC	Ishares Lifepath Target Date 2035 ETF	66	108.69M	Oct 2023	ITDD vs ITDC
ITDF	Ishares Lifepath Target Date 2050 ETF	66	84.03M	Oct 2023	ITDD vs ITDF

Top Performing ITDD Alternatives (YTD)

ITDD is at 8.66% YTD. There are 6 ETFs in the Target Retirement Date category with higher YTD returns, going as high as 11.40%.

Symbol	Name	YTD Return	AUM	Inception
ITDH	Ishares Lifepath Target Date 2060 ETF	11.40%	38.10M	Oct 2023	ITDD vs ITDH
ITDI	Ishares Lifepath Target Date 2065 ETF	11.28%	27.08M	Oct 2023	ITDD vs ITDI
ITDJ	iShares LifePath Target Date 2070 ETF	11.22%	13.82M	Nov 2024	ITDD vs ITDJ
ITDG	Ishares Lifepath Target Date 2055 ETF	11.17%	56.70M	Oct 2023	ITDD vs ITDG
ITDF	Ishares Lifepath Target Date 2050 ETF	10.71%	84.03M	Oct 2023	ITDD vs ITDF

Lowest Volatility Alternatives to ITDD

ITDD has 10.35% 1-year volatility. There are 4 ETFs in the Target Retirement Date category with lower 1-year volatility, going as low as 3.14%.

Symbol	Name	Volatility 1Y	AUM	Inception
LDDR	LifeX 2035 Income Bucket ETF	3.14%	—	Jan 2025	ITDD vs LDDR
IRTR	iShares LifePath Retirement ETF	6.29%	58.12M	Oct 2023	ITDD vs IRTR
ITDB	Ishares Lifepath Target Date 2030 ETF	7.61%	74.33M	Oct 2023	ITDD vs ITDB
ITDC	Ishares Lifepath Target Date 2035 ETF	9.05%	108.69M	Oct 2023	ITDD vs ITDC
ITDE	Ishares Lifepath Target Date 2045 ETF	11.59%	87.49M	Oct 2023	ITDD vs ITDE

Lowest Drawdown Alternatives to ITDD

ITDD has a 1-year max drawdown of -7.56%. There are 4 ETFs in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.50%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
LDDR	LifeX 2035 Income Bucket ETF	-2.50%	—	Jan 2025	ITDD vs LDDR
IRTR	iShares LifePath Retirement ETF	-4.82%	58.12M	Oct 2023	ITDD vs IRTR
ITDB	Ishares Lifepath Target Date 2030 ETF	-5.66%	74.33M	Oct 2023	ITDD vs ITDB
ITDC	Ishares Lifepath Target Date 2035 ETF	-6.63%	108.69M	Oct 2023	ITDD vs ITDC
ITDE	Ishares Lifepath Target Date 2045 ETF	-8.44%	87.49M	Oct 2023	ITDD 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 $894B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SGOV	iShares 0-3 Month Treasury Bond ETF	Ultrashort Bond	100	1.92%	97.69B	May 2020	ITDD vs SGOV
IBIT	iShares Bitcoin Trust ETF	Cryptocurrency	1	-29.06%	46.82B	Jan 2024	ITDD vs IBIT
SOXX	iShares Semiconductor ETF	Semiconductors, Technology Equities	93	84.03%	47.60B	Jul 2001	ITDD vs SOXX
IVV	iShares Core S&P 500 ETF	S&P 500	66	10.46%	894.38B	May 2000	ITDD vs IVV
TLT	iShares 20+ Year Treasury Bond ETF	Government Bonds, Long-Term Bond	13	-1.48%	42.18B	Jul 2002	ITDD vs TLT
DGRO	iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	86	12.23%	42.05B	Jun 2014	ITDD vs DGRO
SLV	iShares Silver Trust	Silver, Precious Metals	27	-19.03%	28.37B	Apr 2006	ITDD vs SLV
IAU	iShares Gold Trust	Gold, Precious Metals	22	-7.29%	60.94B	Jan 2005	ITDD vs IAU
IWM	iShares Russell 2000 ETF	Small Cap Blend Equities	69	19.72%	83.34B	May 2000	ITDD vs IWM
ACWI	iShares MSCI ACWI ETF	Global Equities	63	10.93%	33.36B	Mar 2008	ITDD vs ACWI

Often Compared With ITDD

Investors most often compare ITDD with FBIFX, AOA, VOO. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FBIFX	Fidelity Freedom Index 2040 Fund Investor Class	Target Retirement Date	65	10.19%	—	Oct 2009	ITDD vs FBIFX
AOA	iShares Core 80/20 Aggressive Allocation ETF	Diversified Portfolio	64	8.90%	3.21B	Nov 2008	ITDD vs AOA
VOO	Vanguard S&P 500 ETF	S&P 500	66	10.45%	1.70T	Sep 2010	ITDD vs VOO
SWYGX	Schwab Target 2040 Index Fund	Target Retirement Date	68	10.13%	1.81B	Aug 2016	ITDD vs SWYGX
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.45%	783.21B	Jan 1993	ITDD vs SPY
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	86	20.66%	98.55B	Oct 2011	ITDD vs SCHD
VFORX	Vanguard Target Retirement 2040 Fund	Target Retirement Date, Diversified Portfolio	65	9.41%	120.30B	Jun 2006	ITDD vs VFORX
CTA	Simplify Managed Futures Strategy ETF	Systematic Trend	9	0.33%	1.51B	Mar 2022	ITDD vs CTA
IYF	iShares U.S. Financials ETF	Financials Equities	24	4.21%	4.22B	May 2000	ITDD vs IYF
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	66	10.96%	2.30T	May 2001	ITDD vs VTI
USMV	iShares MSCI USA Min Vol Factor ETF	Large Cap Blend Equities	28	4.64%	23.36B	Oct 2011	ITDD vs USMV
AOR	iShares Core 60/40 Balanced Allocation ETF	Diversified Portfolio	64	6.69%	3.67B	Nov 2008	ITDD vs AOR
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	33	5.60%	60.56B	Dec 2009	ITDD vs SCHG
SPHD	Invesco S&P 500® High Dividend Low Volatility ETF	Dividend, S&P 500, Large Cap Value Equities	37	11.46%	3.29B	Oct 2012	ITDD vs SPHD
VT	Vanguard Total World Stock ETF	Global Equities	63	11.12%	95.30B	Jun 2008	ITDD vs VT
SPLV	Invesco S&P 500 Low Volatility ETF	S&P 500, Large Cap Blend Equities	24	8.18%	7.08B	May 2011	ITDD vs SPLV
ALLW	State Street Bridgewater All Weather ETF	Tactical Allocation	58	5.60%	1.57B	Mar 2025	ITDD vs ALLW
VGT	Vanguard Information Technology ETF	Technology Equities	57	22.94%	170.10B	Mar 2004	ITDD vs VGT
NOBL	ProShares S&P 500 Dividend Aristocrats ETF	Dividend, S&P 500, Large Cap Value Equities	37	10.60%	11.63B	Oct 2013	ITDD vs NOBL
GPIX	Goldman Sachs S&P 500 Premium Income ETF	Derivative Income, S&P 500	76	10.17%	4.77B	Oct 2023	ITDD vs GPIX

Compare ITDD with Any Fund or Stock

Compare ITDD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair ITDD with funds that move differently

Ishares Lifepath Target Date 2040 ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ITDD.

Explore ITDD Diversifiers

Ishares Lifepath Target Date 2040 ETF (ITDD) Alternatives