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iSharesTarget-DateITDC · NYSE Arca

iShares LifePath Target Date 2035 ETF USD (ITDC)

Price
$36.84
11 Sept 2026
Assets
$114.2M
Total net assets
Expense ratio
0.10%
Category 0.65%
Yield
1.85%
Trailing distributions
3Y CAGR
Annualised
5Y CAGR
Annualised
Loading NAV history…
iShares LifePath Target Date 2035 ETF USD

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.1%+1.1%+8.7%+8.5%+11.3%+17.3%
Target-Date average-0.9%2.0%11.8%10.9%14.9%19.2%
Difference-0.2%-1.0%-3.1%-2.4%-3.6%-1.9%

Holdings

The 10 largest positions make up 97.8% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
IWBiShares Russell 1000 ETF38.89%
IDEViShares Core MSCI Intl Dev Mkts ETF16.04%
GOVTiShares US Treasury Bond ETF14.03%
MBBiShares MBS ETF7.96%
IEMGiShares Core MSCI Emerging Markets ETF7.74%
IGLBiShares 10+ Year Invmt Grd Corp Bd ETF3.45%
IGSBiShares 1-5 Year invmt Grd Corp Bd ETF3.34%
USRTiShares Core US REIT ETF2.26%
IGIBiShares 5-10 Year invmt Grd Corp Bd ETF2.26%
IGFiShares Global Infrastructure ETF1.81%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
21.0
P/B
3.2
P/S
2.6
P/CF
14.7

Sector allocation

Share of the equity the fund holds.

28.3%Technology11 sectors
  1. Technology28.3%
  2. Financial services15.5%
  3. Industrials11.5%
  4. Consumer discretionary8.3%
  5. Health care8.3%
  6. Communication services7.0%
  7. Real estate5.4%
  8. Energy4.3%
  9. Consumer staples4.3%
  10. Materials3.9%
  11. Utilities3.2%

Asset mix

  • Stocks67.9%
  • Bonds30.9%
  • Cash1.2%
  • Other0.0%
  • Convertibles0.0%

Credit quality

Share of the bonds by rating.

  • US government14.5%
  • AAA100.0%

ETF details

Issuer
iShares
Category
Asset Allocation · Target-Date
Ticker
ITDC
Exchange
NYSE Arca
Inception
17 Oct 2023 (2.9 years)
Structure
Exchange Traded Fund
Expense ratio
0.10% (category 0.65%)
Holdings turnover
19% (category 24%)
Distribution yield
1.85%
Beta, 3 years
0.00
Total net assets
$114.2M
Average duration
3.79 years
Average maturity
9.20 years

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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