{"url":"https://etfiq.com/models/compare/itdc/","section":"models","title":"ITDC vs the ETFIQ Strategic 60 benchmark | ETFIQ","description":"In the year to Sep 30, 2026, ITDC returned +9.30%, 0.37 points ahead of the ETFIQ Strategic 60 benchmark\u2019s hypothetical +8.93%.","as_of":"Oct 9, 2026","structured_data":[{"@type":"ItemList","name":"ITDC and its matched benchmark","numberOfItems":2,"itemListElement":[{"@type":"ListItem","position":1,"name":"ITDC, iShares LifePath Target Date 2035 ETF","url":"https://etfiq.com/funds/itdc"},{"@type":"ListItem","position":2,"name":"ETFIQ Strategic, 60% stocks","url":"https://etfiq.com/benchmarks/strategic-60/"}]},{"@type":"FAQPage","mainEntity":[{"@type":"Question","name":"Why is ITDC measured against ETFIQ Strategic 60?","acceptedAnswer":{"@type":"Answer","text":"ITDC holds 66.3% of its net assets in stocks, counted through the funds it holds, so it sits in the moderate band, more than 50% and up to 70% stocks. ETFIQ Strategic 60 is the benchmark for that band."}},{"@type":"Question","name":"What does ETFIQ Strategic 60 hold?","acceptedAnswer":{"@type":"Answer","text":"60% VT and 40% US bonds (BND and AGG in equal parts), rebalanced on the last trading day of each month. It is a published rule, not a fund, and ETFIQ takes no payment from any fund company."}},{"@type":"Question","name":"Why are the benchmark\u2019s returns hypothetical?","acceptedAnswer":{"@type":"Answer","text":"Its rule was frozen on a stated date. Returns before it apply today\u2019s rule and funds to earlier prices; the fund\u2019s own returns are its market price with distributions reinvested. The price source does not carry funds that closed before 2016, so nothing here is free of survivorship bias."}}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"ETF Models","item":"https://etfiq.com/models/"},{"@type":"ListItem","position":3,"name":"Every model","item":"https://etfiq.com/models/list/"},{"@type":"ListItem","position":4,"name":"ITDC","item":"https://etfiq.com/models/compare/itdc/"}]},{"@type":"WebPage","name":"ITDC vs the ETFIQ Strategic 60 benchmark","description":"In the year to Sep 30, 2026, ITDC returned +9.30%, 0.37 points ahead of the ETFIQ Strategic 60 benchmark\u2019s hypothetical +8.93%.","url":"https://etfiq.com/models/compare/itdc/","dateModified":"2026-10-09","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".verdict",".lede",".faq"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":4928,"truncated":false,"content":"ETFIQ / ETF Models / Every model / ITDC \n \n Rebuilt every trading night. Figures as of Oct 9, 2026; trailing windows end at the last month end, Sep 30, 2026.\n ITDC against the ETFIQ Strategic 60 benchmark\n iShares LifePath Target Date 2035 ETF holds 66.3% of its net assets in stocks, counted through the funds it holds, which places it in the moderate band. Its matched benchmark is ETFIQ Strategic, 60% stocks, a written rule, not a fund.\n +9.30% ITDC, 1 year \n +8.93%* Strategic 60, 1 year \n +0.37 Difference, points \n 0.10% Expense ratio \n\n In the year to Sep 30, 2026, ITDC returned +9.30%, 0.37 points ahead of the ETFIQ Strategic 60 benchmark\u2019s hypothetical +8.93%.\n ETFIQ Strategic, 60% stocks: launched on Oct 3, 2026, when ETFIQ froze its rule. Figures before Oct 5, 2026 are hypothetical: today\u2019s rule and funds applied to earlier prices, which is look-ahead. From Oct 5, 2026 the record is tracked, and a window that starts before it is hypothetical as a whole.\n Other allocation ETFs against their benchmarks\n ALTY AOA AOK AOM AOR AVMA CGBL DPRE FREI FTBI GAA GMOD GYLD HEFT INCM INKM IRTR ITDB ITDC ITDD ITDE IYLD JFLI MDIV MFUL NDOW OCIO PVEX RAA RISN RJVI RSMV TBFC TBFG TRND TRTY XFLX XRLX YLDW ITDC and Strategic 60 by window\n ITDC\u2019s own market-price total return beside Strategic 60 over the same closes; YTD and 1 year as total returns, the longer windows a year over whole months. The difference is the two printed figures subtracted, in percentage points. *Hypothetical as a whole: the benchmark\u2019s window begins before its tracked date, Oct 5, 2026. Data sourced by Tiingo .\n Total return of ITDC and ETFIQ Strategic, 60% stocks by window, to Oct 9, 2026. Data sourced by Tiingo. Window From To ITDC Strategic 60 Difference, points Side \n Year to date Dec 31, 2025 Oct 9, 2026 +8.07% +7.49%* +0.58 ITDC ahead \n 1 year Sep 30, 2025 Sep 30, 2026 +9.30% +8.93%* +0.37 ITDC ahead \n 3 years, a year not published not published not published not published not published not published \n 5 years, a year not published not published not published not published not published not published \n 10 years, a year not published not published not published not published not published not published \n Since Oct 19, 2023, a year Oct 31, 2023 Sep 30, 2026 +16.69% +15.68%* +1.01 ITDC ahead \n\n Fees\n Both fees are already inside the returns above. On $10,000 is the fee times 100, the dollars a year at that fee.\n The expense ratio of ITDC and the weighted fund fee of ETFIQ Strategic, 60% stocks. Portfolio Fee A year On $10,000 As of \n ITDC Expense ratio, from its prospectus 0.10% $10 Nov 21, 2025 \n Strategic 60 Weighted fund fee, inside its returns 0.05% $5 Oct 9, 2026 \n\n Questions people ask\n Why is ITDC measured against ETFIQ Strategic 60? ITDC holds 66.3% of its net assets in stocks, counted through the funds it holds, so it sits in the moderate band, more than 50% and up to 70% stocks. ETFIQ Strategic 60 is the benchmark for that band. What does ETFIQ Strategic 60 hold? 60% VT and 40% US bonds (BND and AGG in equal parts), rebalanced on the last trading day of each month. It is a published rule, not a fund, and ETFIQ takes no payment from any fund company. Why are the benchmark\u2019s returns hypothetical? Its rule was frozen on a stated date. Returns before it apply today\u2019s rule and funds to earlier prices; the fund\u2019s own returns are its market price with distributions reinvested. The price source does not carry funds that closed before 2016, so nothing here is free of survivorship bias. Total returns are market price with distributions reinvested, net of each fund\u2019s own fees, with nothing else deducted. The price source does not carry funds that closed before 2016, so nothing here is free of survivorship bias. Data sourced by Tiingo .\n Where these figures came from\n Data sourced by Tiingo U.S. Treasury daily bill rates, for the Sharpe ratio ITDC\u2019s page, with its prospectus and fee ITDC\u2019s prospectus filing, for its expense ratio Where to next\n ITDC fund page The Strategic 60 benchmark Every benchmark at 60% stocks Every model, side by side How the benchmarks are built ETFIQ is an independent publisher of exchange-traded fund data. It is not a fund issuer, broker-dealer or investment adviser, takes no payment from issuers, and makes no recommendations.\n \n Cite this page. ETFIQ, ITDC vs the ETFIQ Strategic 60 benchmark, data as of Oct 9, 2026. https://etfiq.com/models/compare/itdc/ Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data .\n Other forms Plain ETFIQ, ITDC vs the ETFIQ Strategic 60 benchmark, data as of Oct 9, 2026. https://etfiq.com/models/compare/itdc/ APA ETFIQ. (Oct 9, 2026). ITDC vs the ETFIQ Strategic 60 benchmark. Retrieved from https://etfiq.com/models/compare/itdc/ Markdown [ITDC vs the ETFIQ Strategic 60 benchmark (ETFIQ, Oct 9, 2026)](https://etfiq.com/models/compare/itdc/)","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, ITDC vs the ETFIQ Strategic 60 benchmark, data as of Oct 9, 2026. https://etfiq.com/models/compare/itdc/"}