LifeX 2035 Income Bucket ETF (LDDR) 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 LDDR. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LDDR
LDDR charges 0.25% annually. There are 10 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% | 58.12M | Oct 2023 | LDDR vs IRTR | |
| Ishares Lifepath Target Date 2030 ETF | 0.09% | 74.33M | Oct 2023 | LDDR vs ITDB | |
| Ishares Lifepath Target Date 2035 ETF | 0.10% | 108.69M | Oct 2023 | LDDR vs ITDC | |
| Ishares Lifepath Target Date 2060 ETF | 0.11% | 38.10M | Oct 2023 | LDDR vs ITDH | |
| Ishares Lifepath Target Date 2045 ETF | 0.11% | 87.49M | Oct 2023 | LDDR vs ITDE |
Best Risk-Adjusted Alternatives to LDDR
LDDR has a PortfoliosLab risk / return rank of 27. There are 10 ETFs in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 67.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Ishares Lifepath Target Date 2045 ETF | 67 | 87.49M | Oct 2023 | LDDR vs ITDE | |
| iShares LifePath Retirement ETF | 67 | 58.12M | Oct 2023 | LDDR vs IRTR | |
| Ishares Lifepath Target Date 2030 ETF | 66 | 74.33M | Oct 2023 | LDDR vs ITDB | |
| Ishares Lifepath Target Date 2035 ETF | 66 | 108.69M | Oct 2023 | LDDR vs ITDC | |
| Ishares Lifepath Target Date 2040 ETF | 66 | 104.16M | Oct 2023 | LDDR vs ITDD |
Top Performing LDDR Alternatives (YTD)
LDDR is at -0.41% YTD. There are 10 ETFs in the Target Retirement Date category with higher YTD returns, going as high as 11.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Ishares Lifepath Target Date 2060 ETF | 11.40% | 38.10M | Oct 2023 | LDDR vs ITDH | |
| Ishares Lifepath Target Date 2065 ETF | 11.28% | 27.08M | Oct 2023 | LDDR vs ITDI | |
| iShares LifePath Target Date 2070 ETF | 11.22% | 13.82M | Nov 2024 | LDDR vs ITDJ | |
| Ishares Lifepath Target Date 2055 ETF | 11.17% | 56.70M | Oct 2023 | LDDR vs ITDG | |
| Ishares Lifepath Target Date 2050 ETF | 10.71% | 84.03M | Oct 2023 | LDDR vs ITDF |
Lowest Volatility Alternatives to LDDR
LDDR has 3.14% 1-year volatility. No ETFs in the Target Retirement Date category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 6.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| iShares LifePath Retirement ETF | 6.29% | 58.12M | Oct 2023 | LDDR vs IRTR | |
| Ishares Lifepath Target Date 2030 ETF | 7.61% | 74.33M | Oct 2023 | LDDR vs ITDB | |
| Ishares Lifepath Target Date 2035 ETF | 9.05% | 108.69M | Oct 2023 | LDDR vs ITDC | |
| Ishares Lifepath Target Date 2040 ETF | 10.35% | 104.16M | Oct 2023 | LDDR vs ITDD | |
| Ishares Lifepath Target Date 2045 ETF | 11.59% | 87.49M | Oct 2023 | LDDR vs ITDE |
Lowest Drawdown Alternatives to LDDR
LDDR has a 1-year max drawdown of -2.50%. No ETFs in the Target Retirement Date category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -4.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| iShares LifePath Retirement ETF | -4.82% | 58.12M | Oct 2023 | LDDR vs IRTR | |
| Ishares Lifepath Target Date 2030 ETF | -5.66% | 74.33M | Oct 2023 | LDDR vs ITDB | |
| Ishares Lifepath Target Date 2035 ETF | -6.63% | 108.69M | Oct 2023 | LDDR vs ITDC | |
| Ishares Lifepath Target Date 2040 ETF | -7.56% | 104.16M | Oct 2023 | LDDR vs ITDD | |
| Ishares Lifepath Target Date 2045 ETF | -8.44% | 87.49M | Oct 2023 | LDDR vs ITDE |
Often Compared With LDDR
Investors most often compare LDDR with COMT, DBO, DBE. These 16 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare LDDR with Any Fund or Stock
Compare LDDR with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LDDR with funds that move differently
LifeX 2035 Income Bucket ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LDDR.
Explore LDDR Diversifiers