LINKX vs. WFSPX
Compare and contrast key facts about BlackRock LifePath Index 2030 Fund (LINKX) and iShares S&P 500 Index Fund (WFSPX).
LINKX is managed by BlackRock. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
LINKX vs. WFSPX - Performance Comparison
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LINKX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LINKX BlackRock LifePath Index 2030 Fund | -0.16% | 14.19% | 6.31% | 14.58% | -16.42% | 11.27% | 12.22% | 21.09% | -5.56% | 16.36% |
WFSPX iShares S&P 500 Index Fund | -4.63% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, LINKX achieves a -0.16% return, which is significantly higher than WFSPX's -4.63% return. Over the past 10 years, LINKX has underperformed WFSPX with an annualized return of 7.36%, while WFSPX has yielded a comparatively higher 13.92% annualized return.
LINKX
- 1D
- 1.51%
- 1M
- -3.19%
- YTD
- -0.16%
- 6M
- 1.40%
- 1Y
- 12.49%
- 3Y*
- 9.59%
- 5Y*
- 4.56%
- 10Y*
- 7.36%
WFSPX
- 1D
- 2.62%
- 1M
- -5.31%
- YTD
- -4.63%
- 6M
- -2.47%
- 1Y
- 16.96%
- 3Y*
- 18.15%
- 5Y*
- 11.69%
- 10Y*
- 13.92%
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LINKX vs. WFSPX - Expense Ratio Comparison
LINKX has a 0.09% expense ratio, which is higher than WFSPX'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%.
Return for Risk
LINKX vs. WFSPX — Risk / Return Rank
LINKX
WFSPX
LINKX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2030 Fund (LINKX) and iShares S&P 500 Index Fund (WFSPX). 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.
| LINKX | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 0.96 | +0.46 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.47 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.22 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 1.49 | +0.44 |
Martin ratioReturn relative to average drawdown | 8.99 | 7.15 | +1.84 |
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
| LINKX | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 0.96 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.70 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.78 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.13 | +0.49 |
Correlation
The correlation between LINKX and WFSPX is 0.93, 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
LINKX vs. WFSPX - Dividend Comparison
LINKX's dividend yield for the trailing twelve months is around 3.32%, more than WFSPX's 1.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LINKX BlackRock LifePath Index 2030 Fund | 3.32% | 3.32% | 0.02% | 2.53% | 2.58% | 2.52% | 1.27% | 3.26% | 2.44% | 2.33% | 2.41% | 3.08% |
WFSPX iShares S&P 500 Index Fund | 1.54% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
LINKX vs. WFSPX - Drawdown Comparison
The maximum LINKX drawdown since its inception was -24.19%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for LINKX and WFSPX.
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Drawdown Indicators
| LINKX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.19% | -58.21% | +34.02% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -12.11% | +5.31% |
Max Drawdown (5Y)Largest decline over 5 years | -22.68% | -24.51% | +1.83% |
Max Drawdown (10Y)Largest decline over 10 years | -24.19% | -33.74% | +9.55% |
Current DrawdownCurrent decline from peak | -3.73% | -6.51% | +2.78% |
Average DrawdownAverage peak-to-trough decline | -3.70% | -12.84% | +9.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.46% | 2.53% | -1.07% |
Volatility
LINKX vs. WFSPX - Volatility Comparison
The current volatility for BlackRock LifePath Index 2030 Fund (LINKX) is 3.41%, while iShares S&P 500 Index Fund (WFSPX) has a volatility of 5.17%. This indicates that LINKX experiences smaller price fluctuations and is considered to be less risky than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LINKX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 5.17% | -1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 5.13% | 9.44% | -4.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.11% | 18.21% | -9.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.97% | 16.88% | -6.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.87% | 18.00% | -7.13% |