LEHIX vs. VTCLX
Compare and contrast key facts about BlackRock LifePath ESG Index 2045 Fund (LEHIX) and Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX).
LEHIX is managed by BlackRock. It was launched on Aug 17, 2020. VTCLX is managed by BlackRock. It was launched on Sep 6, 1994.
Performance
LEHIX vs. VTCLX - Performance Comparison
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LEHIX vs. VTCLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LEHIX BlackRock LifePath ESG Index 2045 Fund | -3.90% | 19.00% | 11.48% | 19.83% | -18.24% | 18.86% | 13.12% |
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | -6.78% | 17.44% | 23.76% | 26.62% | -19.07% | 26.87% | 12.98% |
Returns By Period
In the year-to-date period, LEHIX achieves a -3.90% return, which is significantly higher than VTCLX's -6.78% return.
LEHIX
- 1D
- -0.13%
- 1M
- -8.07%
- YTD
- -3.90%
- 6M
- -1.33%
- 1Y
- 15.46%
- 3Y*
- 12.71%
- 5Y*
- 7.07%
- 10Y*
- —
VTCLX
- 1D
- -0.40%
- 1M
- -7.66%
- YTD
- -6.78%
- 6M
- -4.38%
- 1Y
- 14.65%
- 3Y*
- 16.84%
- 5Y*
- 10.69%
- 10Y*
- 13.66%
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LEHIX vs. VTCLX - Expense Ratio Comparison
LEHIX has a 0.05% expense ratio, which is lower than VTCLX's 0.09% 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%.
Return for Risk
LEHIX vs. VTCLX — Risk / Return Rank
LEHIX
VTCLX
LEHIX vs. VTCLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath ESG Index 2045 Fund (LEHIX) and Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX). 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.
| LEHIX | VTCLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.84 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.30 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.06 | +0.28 |
Martin ratioReturn relative to average drawdown | 6.31 | 5.18 | +1.13 |
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
| LEHIX | VTCLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.84 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.63 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.49 | +0.17 |
Correlation
The correlation between LEHIX and VTCLX 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
LEHIX vs. VTCLX - Dividend Comparison
LEHIX's dividend yield for the trailing twelve months is around 1.93%, more than VTCLX's 1.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LEHIX BlackRock LifePath ESG Index 2045 Fund | 1.93% | 1.86% | 0.00% | 2.20% | 2.00% | 2.52% | 0.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | 1.01% | 0.93% | 1.04% | 1.24% | 1.47% | 1.04% | 1.32% | 1.52% | 1.83% | 1.57% | 1.76% | 1.69% |
Drawdowns
LEHIX vs. VTCLX - Drawdown Comparison
The maximum LEHIX drawdown since its inception was -26.39%, smaller than the maximum VTCLX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for LEHIX and VTCLX.
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Drawdown Indicators
| LEHIX | VTCLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.39% | -55.18% | +28.79% |
Max Drawdown (1Y)Largest decline over 1 year | -10.46% | -12.20% | +1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -26.39% | -24.98% | -1.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.56% | — |
Current DrawdownCurrent decline from peak | -8.51% | -8.79% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -5.79% | -7.61% | +1.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.22% | 2.50% | -0.28% |
Volatility
LEHIX vs. VTCLX - Volatility Comparison
BlackRock LifePath ESG Index 2045 Fund (LEHIX) has a higher volatility of 4.60% compared to Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) at 4.33%. This indicates that LEHIX's price experiences larger fluctuations and is considered to be riskier than VTCLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LEHIX | VTCLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.60% | 4.33% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 8.07% | 9.24% | -1.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.71% | 18.24% | -3.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 17.19% | -2.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.56% | 18.24% | -3.68% |