Home > Compare > ITDA vs ITDC Holdings as of October 31, 2024 (ITDA) and April 30, 2026 (ITDC)

ITDA vs ITDC: Portfolio Overlap

iShares LifePath Target Date 2025 ETF vs iShares LifePath Target Date 2035 ETF

76.1%

Weighted portfolio overlap

Very High Overlap

The two portfolios are structurally near-identical: most of the weight sits in the same stocks, so holding both concentrates rather than spreads capital. The tier describes what the data shows, not what to do about it.

ITDA

13 equity holdings
as of October 31, 2024

ITDC

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	ITDA	ITDC	Overlap%
1	iShares Russell 1000 ETF	25.85%	36.32%	25.85%
2	iShares U.S. Treasury Bond ETF	16.82%	12.83%	12.83%
3	iShares MBS ETF	13.26%	8.76%	8.76%
4	iShares Core MSCI International Developed Markets ETF	8.75%	15.49%	8.75%
5	iShares Trust	5.17%	4.58%	4.58%
6	iShares Core MSCI Emerging Markets ETF	3.53%	7.57%	3.53%
7	iShares 5-10 Year Investment G	3.59%	3.20%	3.20%
8	iShares 10+ Year Investment Gr	3.03%	2.73%	2.73%
9	iShares Trust	6.30%	2.04%	2.04%
10	iShares Core U.S. REIT ETF	1.41%	2.37%	1.41%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between ITDA and ITDC?

ITDA (iShares LifePath Target Date 2025 ETF) and ITDC (iShares LifePath Target Date 2035 ETF) share 76.1% portfolio overlap as of ITDA's October 31, 2024 filing and ITDC's April 30, 2026 filing, 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 ITDA and ITDC invest in the same stocks?

Almost entirely. These funds hold nearly identical portfolios and offer little differentiation between them.

What are the top stocks held by both ITDA and ITDC?

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

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