LEKIX vs. LIVIX
Compare and contrast key facts about BlackRock LifePath ESG Index 2040 Fund (LEKIX) and BlackRock LifePath Index 2055 Fund (LIVIX).
LEKIX is managed by BlackRock. It was launched on Aug 17, 2020. LIVIX is managed by BlackRock. It was launched on May 30, 2011.
Performance
LEKIX vs. LIVIX - Performance Comparison
Loading graphics...
LEKIX vs. LIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LEKIX BlackRock LifePath ESG Index 2040 Fund | -3.42% | 17.47% | 7.45% | 18.96% | -17.72% | 16.89% | 12.05% |
LIVIX BlackRock LifePath Index 2055 Fund | -1.33% | 21.57% | 13.60% | 21.62% | -18.38% | 18.75% | 13.58% |
Returns By Period
In the year-to-date period, LEKIX achieves a -3.42% return, which is significantly lower than LIVIX's -1.33% return.
LEKIX
- 1D
- -0.07%
- 1M
- -7.28%
- YTD
- -3.42%
- 6M
- -1.03%
- 1Y
- 13.91%
- 3Y*
- 10.88%
- 5Y*
- 5.89%
- 10Y*
- —
LIVIX
- 1D
- 3.07%
- 1M
- -5.50%
- YTD
- -1.33%
- 6M
- 1.19%
- 1Y
- 20.91%
- 3Y*
- 15.72%
- 5Y*
- 8.52%
- 10Y*
- 10.77%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LEKIX vs. LIVIX - Expense Ratio Comparison
LEKIX has a 0.06% expense ratio, which is lower than LIVIX'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%.
Return for Risk
LEKIX vs. LIVIX — Risk / Return Rank
LEKIX
LIVIX
LEKIX vs. LIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath ESG Index 2040 Fund (LEKIX) and BlackRock LifePath Index 2055 Fund (LIVIX). 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.
| LEKIX | LIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.25 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.85 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.28 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.81 | -0.45 |
Martin ratioReturn relative to average drawdown | 6.37 | 8.47 | -2.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LEKIX | LIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.25 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.54 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.65 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.59 | +0.04 |
Correlation
The correlation between LEKIX and LIVIX is 0.99, 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
LEKIX vs. LIVIX - Dividend Comparison
LEKIX's dividend yield for the trailing twelve months is around 1.99%, less than LIVIX's 2.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LEKIX BlackRock LifePath ESG Index 2040 Fund | 1.99% | 1.92% | 0.00% | 2.22% | 2.08% | 2.85% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LIVIX BlackRock LifePath Index 2055 Fund | 2.52% | 2.48% | 0.01% | 2.04% | 1.96% | 2.04% | 1.56% | 2.95% | 2.35% | 2.27% | 1.54% | 2.88% |
Drawdowns
LEKIX vs. LIVIX - Drawdown Comparison
The maximum LEKIX drawdown since its inception was -25.28%, smaller than the maximum LIVIX drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for LEKIX and LIVIX.
Loading graphics...
Drawdown Indicators
| LEKIX | LIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.28% | -34.44% | +9.16% |
Max Drawdown (1Y)Largest decline over 1 year | -9.41% | -11.82% | +2.41% |
Max Drawdown (5Y)Largest decline over 5 years | -25.28% | -26.45% | +1.17% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.44% | — |
Current DrawdownCurrent decline from peak | -7.64% | -6.66% | -0.98% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -4.56% | -1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 2.53% | -0.52% |
Volatility
LEKIX vs. LIVIX - Volatility Comparison
The current volatility for BlackRock LifePath ESG Index 2040 Fund (LEKIX) is 4.16%, while BlackRock LifePath Index 2055 Fund (LIVIX) has a volatility of 6.29%. This indicates that LEKIX experiences smaller price fluctuations and is considered to be less risky than LIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LEKIX | LIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 6.29% | -2.13% |
Volatility (6M)Calculated over the trailing 6-month period | 7.17% | 9.78% | -2.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.06% | 17.10% | -4.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.22% | 15.77% | -2.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.25% | 16.67% | -3.42% |