Home > Compare > IRTR vs ITDD Holdings as of April 30, 2026

IRTR vs ITDD: Portfolio Overlap

iShares LifePath Retirement ETF vs iShares LifePath Target Date 2040 ETF

65.4%

Weighted portfolio overlap

High Overlap

The two funds are running highly redundant strategies — the same market exposure is paid for through two expense ratios.

IRTR

13 equity holdings
as of April 30, 2026

ITDD

13 equity holdings
as of April 30, 2026

13 stocks held in common

Overlap View Venn Diagram

Overlapping Holdings

10 Top 10 of 13 shared, by overlap contribution

#	Stock	IRTR	ITDD	Overlap%
1	iShares Russell 1000 ETF	25.11%	41.59%	25.11%
2	iShares Core MSCI International Developed Markets ETF	9.75%	18.38%	9.75%
3	iShares U.S. Treasury Bond ETF	24.11%	8.70%	8.70%
4	iShares MBS ETF	12.42%	6.07%	6.07%
5	iShares Core MSCI Emerging Markets ETF	4.78%	8.97%	4.78%
6	iShares Trust	3.94%	2.59%	2.59%
7	ISHARES TRUST	1.87%	2.18%	1.87%
8	iShares 5-10 Year Investment G	2.70%	1.86%	1.86%
9	iShares 10+ Year Investment Gr	1.82%	2.97%	1.82%
10	iShares Trust	3.02%	1.46%	1.46%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between IRTR and ITDD?

IRTR (iShares LifePath Retirement ETF) and ITDD (iShares LifePath Target Date 2040 ETF) share 65.4% portfolio overlap as of their April 30, 2026 filings, across 13 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do IRTR and ITDD invest in the same stocks?

Largely yes. A substantial portion of both portfolios consists of the same stocks, leaving limited room for differentiation.

What are the top stocks held by both IRTR and ITDD?

The most prominent shared holdings (by combined weight) are: iShares Russell 1000 ETF, iShares Core MSCI International Developed Markets ETF, iShares U.S. Treasury Bond ETF. See the full common-holdings table on this page for weights in each fund.

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