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 | |
|---|---|---|---|---|---|
| iShares LifePath Retirement ETF | 0.08% | 58.32M | Oct 2023 | ITDD vs IRTR | |
| Ishares Lifepath Target Date 2030 ETF | 0.09% | 75.82M | Oct 2023 | ITDD vs ITDB | |
| Ishares Lifepath Target Date 2035 ETF | 0.10% | 108.50M | Oct 2023 | ITDD vs ITDC | |
| Ishares Lifepath Target Date 2055 ETF | 0.11% | 56.97M | Oct 2023 | ITDD vs ITDG | |
| Ishares Lifepath Target Date 2060 ETF | 0.11% | 39.40M | Oct 2023 | ITDD vs ITDH |
Best Risk-Adjusted Alternatives to ITDD
ITDD has a PortfoliosLab risk / return rank of 73. There is 1 ETF in the Target Retirement Date category with a higher risk-adjusted rank, going as high as 74.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Ishares Lifepath Target Date 2045 ETF | 74 | 87.49M | Oct 2023 | ITDD vs ITDE | |
| Ishares Lifepath Target Date 2055 ETF | 72 | 56.97M | Oct 2023 | ITDD vs ITDG | |
| Ishares Lifepath Target Date 2050 ETF | 72 | 84.03M | Oct 2023 | ITDD vs ITDF | |
| Ishares Lifepath Target Date 2060 ETF | 72 | 39.40M | Oct 2023 | ITDD vs ITDH | |
| Ishares Lifepath Target Date 2065 ETF | 72 | 26.81M | Oct 2023 | ITDD vs ITDI |
Top Performing ITDD Alternatives (YTD)
ITDD is at 8.72% YTD. There are 6 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 | ITDD vs ITDH | |
| iShares LifePath Target Date 2070 ETF | 11.50% | 14.98M | Nov 2024 | ITDD vs ITDJ | |
| Ishares Lifepath Target Date 2065 ETF | 11.42% | 26.81M | Oct 2023 | ITDD vs ITDI | |
| Ishares Lifepath Target Date 2055 ETF | 11.38% | 56.97M | Oct 2023 | ITDD vs ITDG | |
| Ishares Lifepath Target Date 2050 ETF | 10.90% | 84.03M | Oct 2023 | ITDD vs ITDF |
Lowest Volatility Alternatives to ITDD
ITDD has 10.57% 1-year volatility. There are 4 ETFs 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 | ITDD vs LDDR | |
| iShares LifePath Retirement ETF | 6.38% | 58.32M | Oct 2023 | ITDD vs IRTR | |
| Ishares Lifepath Target Date 2030 ETF | 7.73% | 75.82M | Oct 2023 | ITDD vs ITDB | |
| Ishares Lifepath Target Date 2035 ETF | 9.21% | 108.50M | Oct 2023 | ITDD vs ITDC | |
| Ishares Lifepath Target Date 2045 ETF | 11.82% | 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 | |
|---|---|---|---|---|---|
| LifeX 2035 Income Bucket ETF | -2.50% | — | Jan 2025 | ITDD vs LDDR | |
| iShares LifePath Retirement ETF | -4.82% | 58.32M | Oct 2023 | ITDD vs IRTR | |
| Ishares Lifepath Target Date 2030 ETF | -5.66% | 75.82M | Oct 2023 | ITDD vs ITDB | |
| Ishares Lifepath Target Date 2035 ETF | -6.63% | 108.50M | Oct 2023 | ITDD vs ITDC | |
| 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 $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 | ITDD vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 1 | -28.22% | 46.52B | Jan 2024 | ITDD vs IBIT | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 90 | 67.84% | 44.69B | Jul 2001 | ITDD vs SOXX | |
| iShares Core S&P 500 ETF | S&P 500 | 67 | 10.13% | 869.20B | May 2000 | ITDD vs IVV | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 91 | 13.39% | 42.77B | Jun 2014 | ITDD vs DGRO | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 9 | -3.49% | 41.54B | Jul 2002 | ITDD vs TLT | |
| iShares Silver Trust | Silver, Precious Metals | 36 | -18.72% | 28.08B | Apr 2006 | ITDD vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 30 | -6.16% | 59.74B | Jan 2005 | ITDD vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 79 | 18.79% | 80.11B | May 2000 | ITDD vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 71 | 11.28% | 32.49B | Mar 2008 | ITDD vs ACWI |
Often Compared With ITDD
Investors most often compare ITDD with FBIFX, AOA, VOO. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare ITDD with Any Fund or Stock
Compare ITDD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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