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

ITDC vs ITDD: Portfolio Overlap

iShares LifePath Target Date 2035 ETF vs iShares LifePath Target Date 2040 ETF

88.5%

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.

ITDC

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	ITDC	ITDD	Overlap%
1	iShares Russell 1000 ETF	36.32%	41.59%	36.32%
2	iShares Core MSCI International Developed Markets ETF	15.49%	18.38%	15.49%
3	iShares U.S. Treasury Bond ETF	12.83%	8.70%	8.70%
4	iShares Core MSCI Emerging Markets ETF	7.57%	8.97%	7.57%
5	iShares MBS ETF	8.76%	6.07%	6.07%
6	iShares 10+ Year Investment Gr	2.73%	2.97%	2.73%
7	iShares Trust	4.58%	2.59%	2.59%
8	iShares Core U.S. REIT ETF	2.37%	3.05%	2.37%
9	ISHARES TRUST	2.01%	2.18%	2.01%
10	iShares 5-10 Year Investment G	3.20%	1.86%	1.86%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between ITDC and ITDD?

ITDC (iShares LifePath Target Date 2035 ETF) and ITDD (iShares LifePath Target Date 2040 ETF) share 88.5% 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 ITDC and ITDD 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 ITDC 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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