LEKIX vs. VTCLX
Compare and contrast key facts about BlackRock LifePath ESG Index 2040 Fund (LEKIX) and Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX).
LEKIX is managed by BlackRock. It was launched on Aug 17, 2020. VTCLX is managed by BlackRock. It was launched on Sep 6, 1994.
Performance
LEKIX vs. VTCLX - Performance Comparison
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LEKIX vs. VTCLX - 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% |
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, LEKIX achieves a -3.42% return, which is significantly higher than VTCLX's -6.78% return.
LEKIX
- 1D
- -0.07%
- 1M
- -7.28%
- YTD
- -3.42%
- 6M
- -1.03%
- 1Y
- 13.91%
- 3Y*
- 10.88%
- 5Y*
- 5.89%
- 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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LEKIX vs. VTCLX - Expense Ratio Comparison
LEKIX has a 0.06% 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
LEKIX vs. VTCLX — Risk / Return Rank
LEKIX
VTCLX
LEKIX vs. VTCLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath ESG Index 2040 Fund (LEKIX) 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.
| LEKIX | VTCLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.84 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.30 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.06 | +0.30 |
Martin ratioReturn relative to average drawdown | 6.37 | 5.18 | +1.19 |
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
| LEKIX | VTCLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.84 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.63 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.49 | +0.13 |
Correlation
The correlation between LEKIX 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
LEKIX vs. VTCLX - Dividend Comparison
LEKIX's dividend yield for the trailing twelve months is around 1.99%, more than VTCLX's 1.01% 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% |
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
LEKIX vs. VTCLX - Drawdown Comparison
The maximum LEKIX drawdown since its inception was -25.28%, smaller than the maximum VTCLX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for LEKIX and VTCLX.
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Drawdown Indicators
| LEKIX | VTCLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.28% | -55.18% | +29.90% |
Max Drawdown (1Y)Largest decline over 1 year | -9.41% | -12.20% | +2.79% |
Max Drawdown (5Y)Largest decline over 5 years | -25.28% | -24.98% | -0.30% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.56% | — |
Current DrawdownCurrent decline from peak | -7.64% | -8.79% | +1.15% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -7.61% | +1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 2.50% | -0.49% |
Volatility
LEKIX vs. VTCLX - Volatility Comparison
BlackRock LifePath ESG Index 2040 Fund (LEKIX) and Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) have volatilities of 4.16% and 4.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LEKIX | VTCLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 4.33% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 7.17% | 9.24% | -2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.06% | 18.24% | -5.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.22% | 17.19% | -3.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.25% | 18.24% | -4.99% |