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ITDD
+1.58 · +4.59%
$35.96 · NYSE ARCA

iShares Trust (ITDD) ETF Analysis | Target-Date 2040

iShares · USA
AUM:$81.3M
#– of – in Target-Date 2040 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 19.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.11% — among the lowest available for this category.

What is ITDD?

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
ITDD delivered 19.9% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.11% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 96.1% of the ETF — significant weight in a small number of names.
ETF Information
AUM$81.3M
Expense Ratio0.11%
Dividend Yield1.78%
Holdings10
Inception DateOct 2023
Domicile–
Distribution–
Index–
ProvideriShares
Beta–
CategoryTarget-Date 2040
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.3%
1Y
+16.5%
3Y
+67.0%
5Y
+67.0%
OpenBook InsightIf you had invested £10,000 in ITDD 5 years ago, it would have grown to £16,702 — a gain of £6,702.

Annual Returns

Calendar year performance

ITDD delivered positive returns in 4 of the last 4 calendar years.
YearITDD
2026 YTD+10.5%
2025+17.8%
2024+13.9%
2023+12.9%
CAGR 3yr+14.8%
4/4 positive yearsAvg return: +13.8%Worst year: +10.5% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
9.5%
Low
Momentum
+3.0%
30-day change
Support Level
38.59
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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