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ITDE
+1.80 · +5.10%
$37.06 · NYSE ARCA

iShares Trust (ITDE) ETF Analysis | Target-Date 2045

iShares · USA
AUM:$64.8M
#– of – in Target-Date 2045 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 21.9% over the past year, reflecting strong price momentum.

Cost Efficiency

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

What is ITDE?

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
ITDE delivered 21.9% 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 98.3% of the ETF — significant weight in a small number of names.
ETF Information
AUM$64.8M
Expense Ratio0.11%
Dividend Yield1.81%
Holdings10
Inception DateOct 2023
Domicile–
Distribution–
Index–
ProvideriShares
Beta–
CategoryTarget-Date 2045
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
+7.6%
1Y
+18.8%
3Y
+74.6%
5Y
+74.6%
OpenBook InsightIf you had invested £10,000 in ITDE 5 years ago, it would have grown to £17,463 — a gain of £7,463.

Annual Returns

Calendar year performance

ITDE delivered positive returns in 4 of the last 4 calendar years.
YearITDE
2026 YTD+12.1%
2025+19.6%
2024+15.5%
2023+13.2%
CAGR 3yr+16.1%
4/4 positive yearsAvg return: +15.1%Worst year: +12.1% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
10.6%
Low
Momentum
+3.4%
30-day change
Support Level
40.15
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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