LEGIX vs. SDIV
Compare and contrast key facts about BlackRock LifePath ESG Index 2050 Fund (LEGIX) and Global X SuperDividend ETF (SDIV).
LEGIX is managed by BlackRock. It was launched on Aug 17, 2020. SDIV is a passively managed fund by Global X that tracks the performance of the Solactive Global SuperDividend Index. It was launched on Jun 8, 2011.
Performance
LEGIX vs. SDIV - Performance Comparison
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LEGIX vs. SDIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LEGIX BlackRock LifePath ESG Index 2050 Fund | -4.30% | 20.22% | 12.41% | 20.84% | -18.60% | 19.76% | 13.65% |
SDIV Global X SuperDividend ETF | 6.70% | 29.12% | 1.77% | 5.46% | -26.43% | 3.76% | 15.72% |
Returns By Period
In the year-to-date period, LEGIX achieves a -4.30% return, which is significantly lower than SDIV's 6.70% return.
LEGIX
- 1D
- -0.19%
- 1M
- -8.68%
- YTD
- -4.30%
- 6M
- -1.54%
- 1Y
- 16.47%
- 3Y*
- 13.45%
- 5Y*
- 7.54%
- 10Y*
- —
SDIV
- 1D
- 2.27%
- 1M
- -2.96%
- YTD
- 6.70%
- 6M
- 10.37%
- 1Y
- 32.97%
- 3Y*
- 14.76%
- 5Y*
- 0.59%
- 10Y*
- 0.55%
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LEGIX vs. SDIV - Expense Ratio Comparison
LEGIX has a 0.05% expense ratio, which is lower than SDIV's 0.58% expense ratio.
Return for Risk
LEGIX vs. SDIV — Risk / Return Rank
LEGIX
SDIV
LEGIX vs. SDIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath ESG Index 2050 Fund (LEGIX) and Global X SuperDividend ETF (SDIV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LEGIX | SDIV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 2.07 | -1.03 |
Sortino ratioReturn per unit of downside risk | 1.54 | 2.66 | -1.13 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.41 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 2.43 | -1.12 |
Martin ratioReturn relative to average drawdown | 6.14 | 12.21 | -6.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LEGIX | SDIV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 2.07 | -1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.04 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.03 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.06 | +0.60 |
Correlation
The correlation between LEGIX and SDIV is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LEGIX vs. SDIV - Dividend Comparison
LEGIX's dividend yield for the trailing twelve months is around 1.73%, less than SDIV's 9.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LEGIX BlackRock LifePath ESG Index 2050 Fund | 1.73% | 1.66% | 0.00% | 2.11% | 1.92% | 2.50% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SDIV Global X SuperDividend ETF | 9.10% | 9.59% | 11.33% | 11.73% | 14.17% | 8.95% | 7.96% | 8.73% | 9.22% | 6.66% | 6.95% | 7.33% |
Drawdowns
LEGIX vs. SDIV - Drawdown Comparison
The maximum LEGIX drawdown since its inception was -27.07%, smaller than the maximum SDIV drawdown of -56.90%. Use the drawdown chart below to compare losses from any high point for LEGIX and SDIV.
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Drawdown Indicators
| LEGIX | SDIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.07% | -56.90% | +29.83% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -13.37% | +2.01% |
Max Drawdown (5Y)Largest decline over 5 years | -27.07% | -41.94% | +14.87% |
Max Drawdown (10Y)Largest decline over 10 years | — | -56.90% | — |
Current DrawdownCurrent decline from peak | -9.20% | -17.21% | +8.01% |
Average DrawdownAverage peak-to-trough decline | -5.87% | -18.63% | +12.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 2.66% | -0.25% |
Volatility
LEGIX vs. SDIV - Volatility Comparison
The current volatility for BlackRock LifePath ESG Index 2050 Fund (LEGIX) is 5.00%, while Global X SuperDividend ETF (SDIV) has a volatility of 6.25%. This indicates that LEGIX experiences smaller price fluctuations and is considered to be less risky than SDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LEGIX | SDIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.00% | 6.25% | -1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 8.86% | 9.21% | -0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.07% | 16.03% | +0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.46% | 16.79% | -1.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.45% | 18.96% | -3.51% |