evenfolio
UnknownTarget-DateITDE · NYSE Arca

iShares LifePath Target Date 2045 ETF USD (ITDE)

Price
$40.46
11 Sept 2026
Assets
Total net assets
Expense ratio
0.11%
Category 0.67%
Yield
Trailing distributions
3Y CAGR
Annualised
5Y CAGR
Annualised
Loading NAV history…
iShares LifePath Target Date 2045 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%+1.8%+12.4%+11.8%+15.7%+21.3%
Target-Date average-0.9%2.0%11.8%10.9%14.9%19.2%
Difference-0.2%-0.2%+0.6%+0.9%+0.8%+2.1%

Holdings

The 10 largest positions make up 98.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
IWBiShares Russell 1000 ETF48.97%
IDEViShares Core MSCI Intl Dev Mkts ETF21.21%
IEMGiShares Core MSCI Emerging Markets ETF10.40%
GOVTiShares US Treasury Bond ETF3.81%
USRTiShares Core US REIT ETF3.47%
IGLBiShares 10+ Year Invmt Grd Corp Bd ETF3.14%
MBBiShares MBS ETF3.13%
IWMiShares Russell 2000 ETF2.54%
IGSBiShares 1-5 Year invmt Grd Corp Bd ETF0.98%
IGFiShares Global Infrastructure ETF0.95%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
20.9
P/B
3.2
P/S
2.5
P/CF
14.8

Sector allocation

Share of the equity the fund holds.

28.3%Technology11 sectors
  1. Technology28.3%
  2. Financial services15.7%
  3. Industrials11.1%
  4. Health care8.4%
  5. Consumer discretionary8.4%
  6. Communication services7.0%
  7. Real estate6.1%
  8. Consumer staples4.3%
  9. Energy4.1%
  10. Materials4.0%
  11. Utilities2.6%

Asset mix

  • Stocks87.2%
  • Bonds12.0%
  • Cash0.8%
  • Other0.0%

Credit quality

Share of the bonds by rating.

  • US government4.4%
  • AAA100.0%

ETF details

Issuer
Unknown
Category
Asset Allocation · Target-Date
Ticker
ITDE
Exchange
NYSE Arca
Inception
20 Oct 2023 (2.9 years)
Structure
Exchange Traded Fund
Expense ratio
0.11% (category 0.67%)
Holdings turnover
5% (category 23%)
Distribution yield
Total net assets
Average duration
4.00 years

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

Other target-date ETFs

Other ETFs in the Target-Date category.

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