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ITDF
+2.09 · +5.80%
$38.07 · NYSE ARCA

iShares Trust (ITDF) ETF Analysis | Target-Date 2050

iShares · USA
AUM:$58.9M
#– of – in Target-Date 2050 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 23.8% over the past year, reflecting strong price momentum.

Cost Efficiency

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

What is ITDF?

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
ITDF delivered 23.8% 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 99.9% of the ETF — significant weight in a small number of names.
ETF Information
AUM$58.9M
Expense Ratio0.11%
Dividend Yield1.60%
Holdings10
Inception DateOct 2023
Domicile–
Distribution–
Index–
ProvideriShares
Beta–
CategoryTarget-Date 2050
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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

Performance Metrics

Historical returns

6M
+8.6%
1Y
+20.6%
3Y
+80.8%
5Y
+80.8%
OpenBook InsightIf you had invested £10,000 in ITDF 5 years ago, it would have grown to £18,082 — a gain of £8,082.

Annual Returns

Calendar year performance

ITDF delivered positive returns in 4 of the last 4 calendar years.
YearITDF
2026 YTD+13.4%
2025+21.1%
2024+17.1%
2023+12.9%
CAGR 3yr+17.0%
4/4 positive yearsAvg return: +16.2%Worst year: +12.9% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
11.4%
Low
Momentum
+3.9%
30-day change
Support Level
41.63
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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