LEGIX vs. WFSPX
Compare and contrast key facts about BlackRock LifePath ESG Index 2050 Fund (LEGIX) and iShares S&P 500 Index Fund (WFSPX).
LEGIX is managed by BlackRock. It was launched on Aug 17, 2020. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
LEGIX vs. WFSPX - Performance Comparison
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LEGIX vs. WFSPX - 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% |
WFSPX iShares S&P 500 Index Fund | -7.06% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 11.45% |
Returns By Period
In the year-to-date period, LEGIX achieves a -4.30% return, which is significantly higher than WFSPX's -7.06% return.
LEGIX
- 1D
- -0.19%
- 1M
- -8.68%
- YTD
- -4.30%
- 6M
- -1.54%
- 1Y
- 16.47%
- 3Y*
- 13.45%
- 5Y*
- 7.54%
- 10Y*
- —
WFSPX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.63%
- 1Y
- 14.40%
- 3Y*
- 17.13%
- 5Y*
- 11.37%
- 10Y*
- 13.63%
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LEGIX vs. WFSPX - Expense Ratio Comparison
LEGIX has a 0.05% expense ratio, which is higher than WFSPX's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
LEGIX vs. WFSPX — Risk / Return Rank
LEGIX
WFSPX
LEGIX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath ESG Index 2050 Fund (LEGIX) and iShares S&P 500 Index Fund (WFSPX). 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 | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.84 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.30 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.06 | +0.25 |
Martin ratioReturn relative to average drawdown | 6.14 | 5.13 | +1.01 |
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 | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.84 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.68 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.13 | +0.54 |
Correlation
The correlation between LEGIX and WFSPX is 0.95, 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. WFSPX - Dividend Comparison
LEGIX's dividend yield for the trailing twelve months is around 1.73%, more than WFSPX's 1.58% 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% |
WFSPX iShares S&P 500 Index Fund | 1.58% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
LEGIX vs. WFSPX - Drawdown Comparison
The maximum LEGIX drawdown since its inception was -27.07%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for LEGIX and WFSPX.
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Drawdown Indicators
| LEGIX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.07% | -58.21% | +31.14% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -12.11% | +0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -27.07% | -24.51% | -2.56% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.74% | — |
Current DrawdownCurrent decline from peak | -9.20% | -8.90% | -0.30% |
Average DrawdownAverage peak-to-trough decline | -5.87% | -12.84% | +6.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 2.49% | -0.08% |
Volatility
LEGIX vs. WFSPX - Volatility Comparison
BlackRock LifePath ESG Index 2050 Fund (LEGIX) has a higher volatility of 5.00% compared to iShares S&P 500 Index Fund (WFSPX) at 4.24%. This indicates that LEGIX's price experiences larger fluctuations and is considered to be riskier than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LEGIX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.00% | 4.24% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 8.86% | 9.08% | -0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.07% | 18.06% | -1.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.46% | 16.84% | -1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.45% | 17.98% | -2.53% |