LEHIX vs. VIGIX

In the year-to-date period, LEHIX achieves a 4.49% return, which is significantly higher than VIGIX's 0.89% return.

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LEHIX has a 0.05% expense ratio, which is higher than VIGIX's 0.04% 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%.

This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath ESG Index 2045 Fund (LEHIX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.

The current LEHIX Sharpe Ratio is 0.77, which is comparable to the VIGIX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of LEHIX and VIGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LEHIX's dividend yield for the trailing twelve months is around 2.30%, more than VIGIX's 0.47% yield.

The maximum LEHIX drawdown since its inception was -26.85%, smaller than the maximum VIGIX drawdown of -56.80%. Use the drawdown chart below to compare losses from any high point for LEHIX and VIGIX.

The current volatility for BlackRock LifePath ESG Index 2045 Fund (LEHIX) is 3.43%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 5.77%. This indicates that LEHIX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.