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ITDB
+1.03 · +3.16%
$33.43 · NYSE ARCA

iShares Trust (ITDB) ETF Analysis | Target-Date 2030

iShares · USA
AUM:$60.7M
#– of – in Target-Date 2030 ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 15.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.09% — among the lowest available for this category.

What is ITDB?

The fund is actively managed and allocates and reallocates its assets among a combination of underlying funds in proportions based on its own investment strategy.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
ITDB delivered 15.3% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.09% — among the lowest available. Low costs compound favourably over long holding periods.
Concentrated Holdings
Top 10 holdings account for 96.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$60.7M
Expense Ratio0.09%
Dividend Yield2.02%
Holdings10
Inception DateOct 2023
Domicile–
Distribution–
Index–
ProvideriShares
Beta–
CategoryTarget-Date 2030
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.0%
1Y
+11.9%
3Y
+51.0%
5Y
+51.0%
OpenBook InsightIf you had invested £10,000 in ITDB 5 years ago, it would have grown to £15,100 — a gain of £5,100.

Annual Returns

Calendar year performance

ITDB delivered positive returns in 4 of the last 4 calendar years.
YearITDB
2026 YTD+7.2%
2025+14.6%
2024+10.3%
2023+11.7%
CAGR 3yr+12.2%
4/4 positive yearsAvg return: +11.0%Worst year: +7.2% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
7.3%
Low
Momentum
+2.1%
30-day change
Support Level
35.01
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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