LEHIX vs. VGT
Compare and contrast key facts about BlackRock LifePath ESG Index 2045 Fund (LEHIX) and Vanguard Information Technology ETF (VGT).
LEHIX is managed by Blackrock. It was launched on Aug 17, 2020. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LEHIX or VGT.
Correlation
The correlation between LEHIX and VGT is 0.84, 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
LEHIX vs. VGT - Performance Comparison
Key characteristics
LEHIX:
1.46
VGT:
1.16
LEHIX:
2.06
VGT:
1.60
LEHIX:
1.27
VGT:
1.21
LEHIX:
2.33
VGT:
1.70
LEHIX:
8.03
VGT:
5.91
LEHIX:
1.97%
VGT:
4.39%
LEHIX:
10.86%
VGT:
22.33%
LEHIX:
-26.85%
VGT:
-54.63%
LEHIX:
-0.14%
VGT:
-0.55%
Returns By Period
In the year-to-date period, LEHIX achieves a 4.34% return, which is significantly higher than VGT's 3.52% return.
LEHIX
4.34%
2.83%
5.01%
16.44%
N/A
N/A
VGT
3.52%
2.58%
10.89%
28.80%
20.51%
20.68%
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LEHIX vs. VGT - Expense Ratio Comparison
LEHIX has a 0.05% expense ratio, which is lower than VGT's 0.10% 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
LEHIX vs. VGT — Risk-Adjusted Performance Rank
LEHIX
VGT
LEHIX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath ESG Index 2045 Fund (LEHIX) and Vanguard Information Technology ETF (VGT). 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
LEHIX vs. VGT - Dividend Comparison
LEHIX's dividend yield for the trailing twelve months is around 1.77%, more than VGT's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LEHIX BlackRock LifePath ESG Index 2045 Fund | 1.77% | 1.85% | 2.21% | 2.00% | 1.88% | 0.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
LEHIX vs. VGT - Drawdown Comparison
The maximum LEHIX drawdown since its inception was -26.85%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for LEHIX and VGT. For additional features, visit the drawdowns tool.
Volatility
LEHIX vs. VGT - Volatility Comparison
The current volatility for BlackRock LifePath ESG Index 2045 Fund (LEHIX) is 2.77%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.66%. This indicates that LEHIX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.