LEGIX vs. VFTNX
Compare and contrast key facts about BlackRock LifePath ESG Index 2050 Fund (LEGIX) and Vanguard FTSE Social Index Fund Institutional Shares (VFTNX).
LEGIX is managed by Blackrock. It was launched on Aug 17, 2020. VFTNX is a passively managed fund by Vanguard that tracks the performance of the FTSE4Good US Select Index. It was launched on Jan 14, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LEGIX or VFTNX.
Correlation
The correlation between LEGIX and VFTNX is 0.93, 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.
Performance
LEGIX vs. VFTNX - Performance Comparison
Key characteristics
LEGIX:
1.48
VFTNX:
1.72
LEGIX:
2.07
VFTNX:
2.32
LEGIX:
1.28
VFTNX:
1.31
LEGIX:
2.28
VFTNX:
2.58
LEGIX:
8.30
VFTNX:
10.44
LEGIX:
2.06%
VFTNX:
2.30%
LEGIX:
11.62%
VFTNX:
14.00%
LEGIX:
-27.53%
VFTNX:
-61.92%
LEGIX:
-0.21%
VFTNX:
-0.50%
Returns By Period
In the year-to-date period, LEGIX achieves a 4.66% return, which is significantly higher than VFTNX's 3.97% return.
LEGIX
4.66%
1.67%
6.33%
17.42%
N/A
N/A
VFTNX
3.97%
1.32%
11.44%
25.02%
14.50%
13.61%
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LEGIX vs. VFTNX - Expense Ratio Comparison
LEGIX has a 0.05% expense ratio, which is lower than VFTNX's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
LEGIX vs. VFTNX — Risk-Adjusted Performance Rank
LEGIX
VFTNX
LEGIX vs. VFTNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath ESG Index 2050 Fund (LEGIX) and Vanguard FTSE Social Index Fund Institutional Shares (VFTNX). 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.
Dividends
LEGIX vs. VFTNX - Dividend Comparison
LEGIX's dividend yield for the trailing twelve months is around 1.76%, more than VFTNX's 0.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LEGIX BlackRock LifePath ESG Index 2050 Fund | 1.76% | 1.84% | 2.11% | 1.92% | 1.86% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFTNX Vanguard FTSE Social Index Fund Institutional Shares | 0.98% | 1.01% | 1.12% | 1.37% | 0.95% | 1.22% | 1.46% | 1.82% | 1.49% | 1.82% | 1.60% | 1.33% |
Drawdowns
LEGIX vs. VFTNX - Drawdown Comparison
The maximum LEGIX drawdown since its inception was -27.53%, smaller than the maximum VFTNX drawdown of -61.92%. Use the drawdown chart below to compare losses from any high point for LEGIX and VFTNX. For additional features, visit the drawdowns tool.
Volatility
LEGIX vs. VFTNX - Volatility Comparison
The current volatility for BlackRock LifePath ESG Index 2050 Fund (LEGIX) is 2.68%, while Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) has a volatility of 3.31%. This indicates that LEGIX experiences smaller price fluctuations and is considered to be less risky than VFTNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.