iShares LifePath Target Date 2055 ETF
$42.83+0.02 (+0.06%)
- 0.12%
- $69M
- +19.5%
- 1.41%
- 0M sh
- $42.90
- low $35.91high $43.72
The ETF.net ITDG Grade
B
Score 61 out of 100
- 6 of 9
Score 61 of 100 falls in the B band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.C46 out of 100Rank 3 of 9Mission
Whether the fund did what it promised, tested against its stated mandate.A100 out of 100Rank 1 of 9Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.C41 out of 100Rank 7 of 9Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.C44 out of 100Rank 6 of 9Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.B68 out of 100Rank 3 of 9Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.B58 out of 100Rank 6 of 9
Our read on ITDG
BA whole retirement glide path in one ticker. ITDG holds a bundle of iShares stock and bond ETFs aimed at a 2055 retirement date and gets more conservative as that date approaches, no 401(k) menu required.
The fund is designed as a diversified portfolio of stock and bond ETFs for investors expecting to retire or begin withdrawals around 2055. Its allocation is intended to become more conservative as the target date approaches.
Why people hold it
- One trade buys a diversified stock-and-bond portfolio built around a 2055 retirement, and the mix is designed to turn more conservative as that date nears.ishares.com
- 0.12% a year for a managed glide path, matching the other long-dated LifePath rungs (ITDH, ITDI, ITDJ all charge the same).
- What it holds lines up with what the prospectus says it does: a fund of iShares index ETFs on a published glide path, not a black box.ishares.com
Worth knowing
- With 2055 decades out, the mix leans heavily toward stocks by design, so it moves with equity markets. The de-risking happens later, not now.
- Thinly traded next to mainstream index ETFs, so bid-ask spreads can be wider than the headline fee suggests.
- Distributions land once or twice a year rather than quarterly or monthly, so it is not built as an income drip.
ITDG Holdings
- Other
- 11,926
- 21%
- NVDA
Sectors
- Technology30.7%
- Financials16.0%
- Industrials10.9%
- Health Care8.8%
- Consumer Discretionary8.2%
- Communication7.4%
- Consumer Staples4.4%
- Energy4.0%
- Materials3.9%
- Real Estate3.5%
- Utilities2.2%
Geography
- United States62.62%
- Japan5.77%
- Taiwan (Province of China)3.40%
- United Kingdom3.15%
- Canada2.95%
- Korea (the Republic of)2.34%
- Switzerland2.10%
- China1.89%
- 15.77%
Developed 68% · Emerging 32%
ITDG Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
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ITDG$11,946
Returns run to the Oct 12, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | ITDG |
|---|---|
| Year to date | +13.7% |
| 1 month | −0.2% |
| 3 months | +1.2% |
| 1 year | +19.5% |
| 3 years | — |
| 5 years | — |
| 10 years | — |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | ITDG |
|---|---|---|
| 2026 YTD | +13.7% | |
| 2025 | +21.9% | |
| 2024 | +16.5% | |
| 2023 | +12.8% |
ITDG in the news
ITDG Dividends
- 1.41%
- $0.60
- $0.60 per share
- Annual
Distribution history
ITDG Risk
- 11.5%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 1.49
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −16.6%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.91
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
ITDG Cost
0.12%
ITDG0.12%
- The middle half of Target Date funds
- Median 0.11%
5 of the 9 Target Date funds charge less.
Other funds in Target Date
- BITDEiShares LifePath Target Date 2045 ETFExpense ratio 0.11%1 year return +16.2%
- BITDFiShares LifePath Target Date 2050 ETFExpense ratio 0.11%1 year return +18.3%
- BITDHiShares LifePath Target Date 2060 ETFExpense ratio 0.12%1 year return +19.7%
- BITDJiShares LifePath Target Date 2070 ETFExpense ratio 0.12%1 year return +19.7%
- BITDIiShares LifePath Target Date 2065 ETFExpense ratio 0.12%1 year return +19.7%