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% | 52.82M | Oct 2023 | LDDR vs IRTR | |
| Ishares Lifepath Target Date 2030 ETF | 0.09% | 72.22M | Oct 2023 | LDDR vs ITDB | |
| Ishares Lifepath Target Date 2035 ETF | 0.10% | 99.77M | Oct 2023 | LDDR vs ITDC | |
| Ishares Lifepath Target Date 2055 ETF | 0.11% | 53.21M | Oct 2023 | LDDR vs ITDG | |
| Ishares Lifepath Target Date 2040 ETF | 0.11% | 99.34M | Oct 2023 | LDDR vs ITDD |
Best Risk-Adjusted Alternatives to LDDR
LDDR has a PortfoliosLab risk / return rank of 31. There are 10 ETFs in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 69.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Ishares Lifepath Retirement ETF | 69 | 52.82M | Oct 2023 | LDDR vs IRTR | |
| iShares LifePath Target Date 2070 ETF | 69 | 13.13M | Nov 2024 | LDDR vs ITDJ | |
| Ishares Lifepath Target Date 2030 ETF | 68 | 72.22M | Oct 2023 | LDDR vs ITDB | |
| Ishares Lifepath Target Date 2060 ETF | 68 | 35.49M | Oct 2023 | LDDR vs ITDH | |
| Ishares Lifepath Target Date 2035 ETF | 68 | 99.77M | Oct 2023 | LDDR vs ITDC |
Top Performing LDDR Alternatives (YTD)
LDDR is at -0.24% YTD. There are 10 ETFs in the Target Retirement Date category with higher YTD returns, going as high as 12.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Ishares Lifepath Target Date 2060 ETF | 12.29% | 35.49M | Oct 2023 | LDDR vs ITDH | |
| Ishares Lifepath Target Date 2065 ETF | 12.13% | 25.33M | Oct 2023 | LDDR vs ITDI | |
| iShares LifePath Target Date 2070 ETF | 12.11% | 13.13M | Nov 2024 | LDDR vs ITDJ | |
| Ishares Lifepath Target Date 2055 ETF | 12.04% | 53.21M | Oct 2023 | LDDR vs ITDG | |
| Ishares Lifepath Target Date 2050 ETF | 11.50% | 76.39M | Oct 2023 | LDDR vs ITDF |
Lowest Volatility Alternatives to LDDR
LDDR has 3.23% 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 6.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ishares Lifepath Retirement ETF | 6.00% | 52.82M | Oct 2023 | LDDR vs IRTR | |
| Ishares Lifepath Target Date 2030 ETF | 7.23% | 72.22M | Oct 2023 | LDDR vs ITDB | |
| Ishares Lifepath Target Date 2035 ETF | 8.58% | 99.77M | Oct 2023 | LDDR vs ITDC | |
| Ishares Lifepath Target Date 2040 ETF | 9.74% | 99.34M | Oct 2023 | LDDR vs ITDD | |
| Ishares Lifepath Target Date 2045 ETF | 10.97% | 79.28M | 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% | 52.82M | Oct 2023 | LDDR vs IRTR | |
| Ishares Lifepath Target Date 2030 ETF | -5.66% | 72.22M | Oct 2023 | LDDR vs ITDB | |
| Ishares Lifepath Target Date 2035 ETF | -6.63% | 99.77M | Oct 2023 | LDDR vs ITDC | |
| Ishares Lifepath Target Date 2040 ETF | -7.56% | 99.34M | Oct 2023 | LDDR vs ITDD | |
| Ishares Lifepath Target Date 2045 ETF | -8.44% | 79.28M | Oct 2023 | LDDR vs ITDE |
Often Compared With LDDR
Investors most often compare LDDR with DBE, COMT, DBO. These 10 comparison targets span 5 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco DB Energy Fund | Oil & Gas | 71 | 83.68% | 99.79M | Jan 2007 | LDDR vs DBE | |
| iShares Commodities Select Strategy ETF | Commodities | 71 | 39.67% | 1.15B | Oct 2014 | LDDR vs COMT | |
| Invesco DB Oil Fund | Oil & Gas | 65 | 84.75% | 275.60M | Jan 2007 | LDDR vs DBO | |
| Invesco DB Commodity Index Tracking Fund | Commodities | 75 | 35.47% | 1.86B | Feb 2006 | LDDR vs DBC | |
| ProShares Ultra Bloomberg Crude Oil | Leveraged Commodities | 54 | 149.12% | 384.99M | Nov 2008 | LDDR vs UCO | |
| Simplify Gold Strategy PLUS Income ETF | Gold, Leveraged Commodities | 18 | -7.24% | 43.90M | Dec 2024 | LDDR vs YGLD | |
| United States Brent Oil Fund LP | Oil & Gas | 65 | 90.47% | 95.54M | Jun 2010 | LDDR vs BNO | |
| United States Gasoline Fund LP | Oil & Gas | 69 | 75.49% | 45.74M | Feb 2008 | LDDR vs UGA | |
| ProShares K-1 Free Crude Oil Strategy ETF | Oil & Gas | 55 | 64.22% | 276.16M | Sep 2016 | LDDR vs OILK | |
| ProShares UltraShort Yen | Leveraged Currency | 61 | 7.17% | 29.57M | Nov 2008 | LDDR vs YCS |
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