Zacks 2040 Lifecycle Index - ETF Tracker

Index Description

The index follows a passively managed, rules based methodology comprised of publicly traded common stock, bonds and ADRs. The index represents a portfolio designed for persons expecting to retire in 2040.

* Assets in thousands of U.S. Dollars. Assets and Average Volume as of

ETFs Tracking The Zacks 2040 Lifecycle Index - ETF List

ETFs tracking the Zacks 2040 Lifecycle Index are presented in the following table.

Symbol Name Price Change Assets * ▼ Avg Vol YTD

ETFs Tracking Other Target Retirement Date

ETFdb staff has allocated each ETF in the ETF database, as well as each index, to a single 'best-fit' ETFdb Category. Other ETFs in the Target Retirement Date ETFdb Category are presented in the following table.

Symbol Name Price Change Assets * ▼ Avg Vol YTD

ETFs Tracking The Zacks 2040 Lifecycle Index - ETF Returns

The following table presents historical return data for ETFs tracking the Zacks 2040 Lifecycle Index.

Symbol Name 1 Week 4 Week YTD 1 Year 3 Year 5 Year
TDV db-X 2040 Target Date Fund -2.01% -3.97% +0.36% +9.36% +53.02% +70.00%

ETFs Tracking Other Target Retirement Date

Historical return data for other ETFs in the Target Retirement Date ETFdb Category is presented in the following table.

Symbol Name 1 Week 4 Week YTD 1 Year 3 Year 5 Year
TZV Target Date 2040 ETF -1.68% -5.47% -0.02% +5.31% +42.21% +58.12%
TZG Target Date 2020 ETF -1.13% -3.44% +1.20% +4.89% +32.75% +47.95%
TZI Target Date 2025 ETF -1.41% -3.99% +0.90% +5.29% +36.36% +55.34%
TZL Target Date 2030 ETF -1.50% -4.55% +0.66% +5.45% +38.36% +56.18%
TDN db-X 2030 Target Date Fund -2.03% -0.57% +2.75% +10.04% +50.16% +67.22%
TDV db-X 2040 Target Date Fund -2.01% -3.97% +0.36% +9.36% +53.02% +70.00%
TZO Target Date 2035 ETF -1.52% -4.80% +0.41% +5.78% +40.44% +66.91%
TDH db X-trackers MSCI Germany Hedged Equity Fund +3.53% +3.07% +0.77% +9.49% +31.26% +41.74%
TZE Target Date 2015 ETF -1.02% -2.89% +1.59% +4.90% +27.54% +41.42%
TZY Target Date 2050 ETF -1.28% -5.27% +0.15% +5.86% +46.41% n/a
TGR Target Date Retirement Income ETF -0.71% -1.30% +2.35% +4.44% +19.30% +31.84%
TDX db-X In-Target Date Fund +0.00% -3.60% -6.98% +4.00% +9.95% +13.93%
TDD db-X 2010 Target Date Fund +4.12% +1.61% +0.64% +8.81% +11.97% +16.01%
TZW Target Date 2045 ETF -1.73% -5.44% -0.12% +5.08% +45.45% n/a
TZD Target Date 2010 ETF -1.19% -1.89% +1.86% +4.55% +24.44% +38.48%

ETFs Tracking The Zacks 2040 Lifecycle Index - ETF Expenses

The following table presents expense information for ETFs tracking the Zacks 2040 Lifecycle Index.

Symbol Name ETFdb Category Inception ER Commission Free
TDV db-X 2040 Target Date Fund Target Retirement Date 2007-10-01 0.65% E*TRADE

ETFs Tracking Other Target Retirement Date

Expense information for other ETFs in the Target Retirement Date ETFdb Category is presented in the following table.

Symbol Name ETFdb Category Inception ER Commission Free
TZV Target Date 2040 ETF Target Retirement Date 2008-11-04 0.31% Not Available
TZG Target Date 2020 ETF Target Retirement Date 2008-11-04 0.30% Not Available
TZI Target Date 2025 ETF Target Retirement Date 2008-11-04 0.31% Not Available
TZL Target Date 2030 ETF Target Retirement Date 2008-11-04 0.30% Not Available
TDN db-X 2030 Target Date Fund Target Retirement Date 2007-10-01 0.65% E*TRADE
TDV db-X 2040 Target Date Fund Target Retirement Date 2007-10-01 0.65% E*TRADE
TZO Target Date 2035 ETF Target Retirement Date 2008-11-04 0.31% Not Available
TDH db X-trackers MSCI Germany Hedged Equity Fund Target Retirement Date 2007-10-01 0.65% E*TRADE
TZE Target Date 2015 ETF Target Retirement Date 2008-11-04 0.28% Not Available
TZY Target Date 2050 ETF Target Retirement Date 2011-08-18 0.33% Not Available
TGR Target Date Retirement Income ETF Target Retirement Date 2008-11-04 0.29% Not Available
TDX db-X In-Target Date Fund Target Retirement Date 2007-10-01 0.65% E*TRADE
TDD db-X 2010 Target Date Fund Target Retirement Date 2007-10-01 0.65% E*TRADE
TZW Target Date 2045 ETF Target Retirement Date 2011-08-18 0.32% Not Available
TZD Target Date 2010 ETF Target Retirement Date 2008-11-04 0.30% Not Available

ETFs Tracking The Zacks 2040 Lifecycle Index - ETF Dividends

The following table presents dividend information for ETFs tracking the Zacks 2040 Lifecycle Index, including yield and dividend date.

Symbol Name Annual Dividend Rate Dividend Date Dividend Annual Dividend Yield % P/E Ratio Beta
TDV db-X 2040 Target Date Fund $0.40 2013-12-20 $0.40 1.44% 14.92 2.10

ETFs Tracking Other Target Retirement Date

Dividend information for other ETFs in the Target Retirement Date ETFdb Category is presented in the following table.

Symbol Name Annual Dividend Rate Dividend Date Dividend Annual Dividend Yield % P/E Ratio Beta
TZV Target Date 2040 ETF $0.92 2014-10-02 $0.14 2.15% n/a 0.70
TZG Target Date 2020 ETF $0.79 2014-10-02 $0.15 2.01% 15.13 0.53
TZI Target Date 2025 ETF $0.84 2014-10-02 $0.15 2.08% 15.13 0.53
TZL Target Date 2030 ETF $0.86 2014-10-02 $0.14 2.06% 15.13 0.62
TDN db-X 2030 Target Date Fund $0.52 2013-12-20 $0.52 1.85% 14.91 1.95
TDV db-X 2040 Target Date Fund $0.40 2013-12-20 $0.40 1.44% 14.92 2.10
TZO Target Date 2035 ETF $0.86 2014-10-02 $0.14 2.04% n/a 0.71
TDH db X-trackers MSCI Germany Hedged Equity Fund $0.25 2013-12-20 $0.25 0.91% 14.89 1.94
TZE Target Date 2015 ETF $0.76 2014-10-02 $0.15 2.00% 15.12 0.44
TZY Target Date 2050 ETF $0.71 2014-10-02 $0.10 2.08% n/a 0.77
TGR Target Date Retirement Income ETF $0.57 2014-10-02 $0.06 1.72% n/a 0.16
TDX db-X In-Target Date Fund $0.26 2013-12-20 $0.26 0.91% 14.87 2.41
TDD db-X 2010 Target Date Fund $0.07 2013-12-20 $0.07 0.28% 14.72 -1.27
TZW Target Date 2045 ETF $0.72 2014-10-02 $0.11 2.13% n/a 0.67
TZD Target Date 2010 ETF $0.64 2014-10-02 $0.08 1.80% n/a 0.31

ETFs Tracking The Zacks 2040 Lifecycle Index - ETF Holdings

The following table presents holdings data for all ETFs tracking the Zacks 2040 Lifecycle Index. For more detailed holdings data for an ETF click the 'View' link in the right column.

Symbol Name # of Holdings % In Top 10 Complete
TDV db-X 2040 Target Date Fund 469 14.89% View

ETFs Tracking Other Target Retirement Date

Holdings data for other ETFs in the Target Retirement Date ETFdb Category is presented in the following table.

Symbol Name # of Holdings % In Top 10 Complete
TZV Target Date 2040 ETF 10 99.84% View
TZG Target Date 2020 ETF 11 99.77% View
TZI Target Date 2025 ETF 11 99.81% View
TZL Target Date 2030 ETF 11 99.78% View
TDN db-X 2030 Target Date Fund 464 12.30% View
TDV db-X 2040 Target Date Fund 469 14.89% View
TZO Target Date 2035 ETF 10 99.77% View
TDH db X-trackers MSCI Germany Hedged Equity Fund 453 21.21% View
TZE Target Date 2015 ETF 11 99.76% View
TZY Target Date 2050 ETF 9 99.88% View
TGR Target Date Retirement Income ETF 10 99.90% View
TDX db-X In-Target Date Fund 422 15.09% View
TDD db-X 2010 Target Date Fund 402 17.01% View
TZW Target Date 2045 ETF 10 99.89% View
TZD Target Date 2010 ETF 10 99.93% View

ETFs Tracking The Zacks 2040 Lifecycle Index - ETF Tax Rates

The following table presents sortable tax data for ETFs currently tracking the Zacks 2040 Lifecycle Index.

Symbol Name ST Cap Gains Rate LT Cap Gains Rate Tax Form
TDV db-X 2040 Target Date Fund 35% 15% 1099

ETFs Tracking Other Target Retirement Date

Tax Rate data for other ETFs in the Target Retirement Date ETFdb Category is presented in the following table.

Symbol Name ST Cap Gains Rate LT Cap Gains Rate Tax Form
TZV Target Date 2040 ETF 35% 15% 1099
TZG Target Date 2020 ETF 35% 15% 1099
TZI Target Date 2025 ETF 35% 15% 1099
TZL Target Date 2030 ETF 35% 15% 1099
TDN db-X 2030 Target Date Fund 35% 15% 1099
TDV db-X 2040 Target Date Fund 35% 15% 1099
TZO Target Date 2035 ETF 35% 15% 1099
TDH db X-trackers MSCI Germany Hedged Equity Fund 35% 15% 1099
TZE Target Date 2015 ETF 35% 15% 1099
TZY Target Date 2050 ETF 35% 15% 1099
TGR Target Date Retirement Income ETF 35% 15% 1099
TDX db-X In-Target Date Fund 35% 15% 1099
TDD db-X 2010 Target Date Fund 35% 15% 1099
TZW Target Date 2045 ETF 35% 15% 1099
TZD Target Date 2010 ETF 35% 15% 1099

ETFs Tracking The Zacks 2040 Lifecycle Index - ETF Technicals

The following table presents certain technical indicators for ETFs tracking the Zacks 2040 Lifecycle Index. To see complete technical metrics click the 'View' link in the right column.

Symbol Name Lower Bollinger Upper Bollinger Support 1 Resistance 1 RSI Advanced
TDV db-X 2040 Target Date Fund $27.80 $29.97 n/a n/a 42 View

ETFs Tracking Other Target Retirement Date

Techincal information for other ETFs in the Target Retirement Date ETFdb Category is presented in the following table.

Symbol Name Lower Bollinger Upper Bollinger Support 1 Resistance 1 RSI Advanced
TZV Target Date 2040 ETF $42.67 $45.61 $42.68 $42.95 32 View
TZG Target Date 2020 ETF $39.21 $40.90 $39.19 $39.37 34 View
TZI Target Date 2025 ETF $40.38 $42.47 $40.39 $40.57 31 View
TZL Target Date 2030 ETF $41.40 $43.79 $41.40 $41.65 32 View
TDN db-X 2030 Target Date Fund $27.91 $29.20 $27.96 $28.22 45 View
TDV db-X 2040 Target Date Fund $27.80 $29.97 n/a n/a 42 View
TZO Target Date 2035 ETF $41.94 $44.67 $42.11 $42.17 34 View
TDH db X-trackers MSCI Germany Hedged Equity Fund $26.14 $28.34 n/a n/a 52 View
TZE Target Date 2015 ETF $37.68 $38.98 $37.59 $37.81 33 View
TZY Target Date 2050 ETF $33.55 $36.15 $33.84 $33.88 35 View
TGR Target Date Retirement Income ETF $33.38 $33.86 $33.34 $33.40 28 View
TDX db-X In-Target Date Fund $27.20 $29.23 n/a n/a 43 View
TDD db-X 2010 Target Date Fund $23.95 $25.29 $25.25 $25.25 58 View
TZW Target Date 2045 ETF $33.23 $35.75 $33.36 $33.54 31 View
TZD Target Date 2010 ETF $35.58 $36.47 $35.57 $35.58 30 View

ETFs Tracking The Zacks 2040 Lifecycle Index - ETF Analysis

The following table presents links to in-depth analysis for ETFs tracking the Zacks 2040 Lifecycle Index.

Symbol Name Fact Sheet ETF Holdings Chart ETF Home Page Head-To-Head
TDV db-X 2040 Target Date Fund View View View View View

ETFs Tracking Other Target Retirement Date

Links to analysis of other ETFs in the Target Retirement Date ETFdb Category is presented in the following table.

Symbol Name Fact Sheet ETF Holdings Chart ETF Home Page Head-To-Head
TZV Target Date 2040 ETF View View View View View
TZG Target Date 2020 ETF View View View View View
TZI Target Date 2025 ETF View View View View View
TZL Target Date 2030 ETF View View View View View
TDN db-X 2030 Target Date Fund View View View View View
TDV db-X 2040 Target Date Fund View View View View View
TZO Target Date 2035 ETF View View View View View
TDH db X-trackers MSCI Germany Hedged Equity Fund View View View View View
TZE Target Date 2015 ETF View View View View View
TZY Target Date 2050 ETF View View View View View
TGR Target Date Retirement Income ETF View View View View View
TDX db-X In-Target Date Fund View View View View View
TDD db-X 2010 Target Date Fund View View View View View
TZW Target Date 2045 ETF View View View View View
TZD Target Date 2010 ETF View View View View View

ETFs Tracking The Zacks 2040 Lifecycle Index - ETFdb Realtime Ratings

The following table presents a proprietary ETFdb rating for ETFs tracking the Zacks 2040 Lifecycle Index.

Symbol Liquidity Expenses Performance Volatility Dividend Concentration Realtime
Overall
TDV
A
C+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only

ETFs Tracking Other Target Retirement Date

Links to a proprietary ETFdb rating for other ETFs in the Target Retirement Date ETFdb Category is presented in the following table.

Symbol Liquidity Expenses Performance Volatility Dividend Concentration Realtime
Overall
TZV
B+
A
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
TZG
A-
B
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
TZI
A
B
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
TZL
B
A-
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
TDN
A+
C
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
TDV
A
C+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
TZO
B-
B+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
TDH
B+
C+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
TZE
A-
A-
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
TZY
C+
B-
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
TGR
B
A+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
TDX
C
C
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
TDD
C
B-
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
TZW
C+
B+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
TZD
B-
A
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only

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