LEZIX vs. VTTSX
Compare and contrast key facts about BlackRock LifePath ESG Index 2060 Fund (LEZIX) and Vanguard Target Retirement 2060 Fund (VTTSX).
LEZIX is managed by Blackrock. It was launched on Aug 17, 2020. VTTSX is managed by Vanguard. It was launched on Jan 19, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LEZIX or VTTSX.
Correlation
The correlation between LEZIX and VTTSX is 0.98, 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
LEZIX vs. VTTSX - Performance Comparison
Key characteristics
LEZIX:
1.48
VTTSX:
1.60
LEZIX:
2.07
VTTSX:
2.21
LEZIX:
1.27
VTTSX:
1.29
LEZIX:
2.26
VTTSX:
2.42
LEZIX:
8.35
VTTSX:
9.12
LEZIX:
2.13%
VTTSX:
1.88%
LEZIX:
12.03%
VTTSX:
10.72%
LEZIX:
-27.62%
VTTSX:
-31.38%
LEZIX:
-0.20%
VTTSX:
-0.24%
Returns By Period
The year-to-date returns for both stocks are quite close, with LEZIX having a 4.82% return and VTTSX slightly lower at 4.74%.
LEZIX
4.82%
1.72%
6.73%
18.02%
N/A
N/A
VTTSX
4.74%
2.01%
6.85%
17.38%
8.85%
8.42%
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LEZIX vs. VTTSX - Expense Ratio Comparison
LEZIX has a 0.05% expense ratio, which is lower than VTTSX's 0.08% 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%.
Risk-Adjusted Performance
LEZIX vs. VTTSX — Risk-Adjusted Performance Rank
LEZIX
VTTSX
LEZIX vs. VTTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath ESG Index 2060 Fund (LEZIX) and Vanguard Target Retirement 2060 Fund (VTTSX). 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
LEZIX vs. VTTSX - Dividend Comparison
LEZIX's dividend yield for the trailing twelve months is around 1.76%, less than VTTSX's 2.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LEZIX BlackRock LifePath ESG Index 2060 Fund | 1.76% | 1.85% | 2.05% | 1.85% | 1.90% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTTSX Vanguard Target Retirement 2060 Fund | 2.04% | 2.14% | 2.14% | 2.09% | 1.95% | 1.57% | 2.11% | 2.30% | 1.77% | 1.98% | 1.85% | 1.65% |
Drawdowns
LEZIX vs. VTTSX - Drawdown Comparison
The maximum LEZIX drawdown since its inception was -27.62%, smaller than the maximum VTTSX drawdown of -31.38%. Use the drawdown chart below to compare losses from any high point for LEZIX and VTTSX. For additional features, visit the drawdowns tool.
Volatility
LEZIX vs. VTTSX - Volatility Comparison
BlackRock LifePath ESG Index 2060 Fund (LEZIX) has a higher volatility of 2.76% compared to Vanguard Target Retirement 2060 Fund (VTTSX) at 2.52%. This indicates that LEZIX's price experiences larger fluctuations and is considered to be riskier than VTTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.