LEHIX vs. VOO
Compare and contrast key facts about BlackRock LifePath ESG Index 2045 Fund (LEHIX) and Vanguard S&P 500 ETF (VOO).
LEHIX is managed by Blackrock. It was launched on Aug 17, 2020. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LEHIX or VOO.
Correlation
The correlation between LEHIX and VOO 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.
Performance
LEHIX vs. VOO - Performance Comparison
Key characteristics
LEHIX:
1.62
VOO:
1.98
LEHIX:
2.28
VOO:
2.65
LEHIX:
1.30
VOO:
1.36
LEHIX:
2.62
VOO:
2.98
LEHIX:
9.01
VOO:
12.44
LEHIX:
1.97%
VOO:
2.02%
LEHIX:
10.89%
VOO:
12.69%
LEHIX:
-26.85%
VOO:
-33.99%
LEHIX:
-0.22%
VOO:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with LEHIX having a 4.12% return and VOO slightly lower at 4.06%.
LEHIX
4.12%
2.61%
6.10%
15.91%
N/A
N/A
VOO
4.06%
2.04%
10.75%
23.75%
14.44%
13.32%
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LEHIX vs. VOO - Expense Ratio Comparison
LEHIX has a 0.05% expense ratio, which is higher than VOO'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%.
Risk-Adjusted Performance
LEHIX vs. VOO — Risk-Adjusted Performance Rank
LEHIX
VOO
LEHIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath ESG Index 2045 Fund (LEHIX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
LEHIX's dividend yield for the trailing twelve months is around 1.77%, more than VOO's 1.20% 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% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LEHIX vs. VOO - Drawdown Comparison
The maximum LEHIX drawdown since its inception was -26.85%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LEHIX and VOO. For additional features, visit the drawdowns tool.
Volatility
LEHIX vs. VOO - Volatility Comparison
The current volatility for BlackRock LifePath ESG Index 2045 Fund (LEHIX) is 2.80%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.13%. This indicates that LEHIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.