LIPKX vs. ECAT
LIPKX (BlackRock LifePath Index 2050 Fund Class K) and ECAT (BlackRock ESG Capital Allocation Term Trust) are both mutual funds - LIPKX is a Target Retirement Date fund tracking the BlackRock LifePath Index 2050 Custom Benchmark (USD), while ECAT is a Tactical Allocation fund managed by BlackRock. Over the past 3 years, LIPKX returned 16.02%/yr vs 17.59%/yr for ECAT. Their 0.73 correlation means they have sometimes moved together and sometimes differently. LIPKX charges 0.09%/yr vs 1.43%/yr for ECAT.
Performance
LIPKX vs. ECAT - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with LIPKX having a 10.60% return and ECAT slightly lower at 10.45%.
LIPKX
- 1D
- 1.89%
- 1M
- -0.55%
- 6M
- 7.37%
- YTD
- 10.60%
- 1Y
- 22.24%
- 3Y*
- 16.02%
- 5Y*
- 9.27%
- 10Y*
- 11.19%
- ALL TIME*
- 9.82%
ECAT
- 1D
- -0.47%
- 1M
- -3.56%
- 6M
- 8.10%
- YTD
- 10.45%
- 1Y
- 14.04%
- 3Y*
- 17.59%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 8.71%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $7.46M | $7.38M | $7.72M | |
| $0.00 | $0.00 | $0.00 |
LIPKX vs. ECAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
LIPKX BlackRock LifePath Index 2050 Fund Class K | 10.60% | 20.71% | 12.88% | 21.38% | -18.34% | 3.61% |
ECAT BlackRock ESG Capital Allocation Term Trust | 10.45% | 16.64% | 19.96% | 32.36% | -21.90% | -6.25% |
Correlation
The correlation between LIPKX and ECAT is 0.73, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.73 |
Correlation (3Y) Balances recent behavior with more history. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2021 | 0.73 |
The correlation between LIPKX and ECAT has been stable across timeframes, ranging from 0.70 to 0.73 - a consistent structural relationship.
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Return for Risk
LIPKX vs. ECAT — Risk / Return Rank
LIPKX
ECAT
LIPKX vs. ECAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2050 Fund Class K (LIPKX) and BlackRock ESG Capital Allocation Term Trust (ECAT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LIPKX | ECAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.60 | ||
| Sortino ratioReturn per unit of downside risk | +0.79 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.17 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.25 | 1.16 | +1.09 |
| Martin ratioReturn relative to average drawdown | 9.46 | 4.22 | +5.24 |
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Drawdowns
LIPKX vs. ECAT - Drawdown Comparison
The maximum LIPKX drawdown since its inception was -34.29%, which is greater than ECAT's maximum drawdown of -32.23%. Use the drawdown chart below to compare losses from any high point for LIPKX and ECAT.
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Drawdown Indicators
| LIPKX | ECAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.29% | -32.23% | -2.06% |
Max Drawdown (1Y)Largest decline over 1 year | -9.09% | -11.80% | +2.71% |
Max Drawdown (3Y)Largest decline over 3 years | -17.06% | -15.79% | -1.27% |
Max Drawdown (5Y)Largest decline over 5 years | -26.35% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.29% | — | — |
Current DrawdownCurrent decline from peak | -1.69% | -4.28% | +2.59% |
Average DrawdownAverage peak-to-trough decline | -4.48% | -8.86% | +4.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 3.24% | -1.08% |
Volatility
LIPKX vs. ECAT - Volatility Comparison
BlackRock LifePath Index 2050 Fund Class K (LIPKX) and BlackRock ESG Capital Allocation Term Trust (ECAT) have volatilities of 3.73% and 3.75%, 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
| LIPKX | ECAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 3.75% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 10.97% | 11.27% | -0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.08% | 14.17% | -1.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.64% | 16.82% | -1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.47% | 16.82% | -0.35% |
LIPKX vs. ECAT - Expense Ratio Comparison
LIPKX has a 0.09% expense ratio, which is lower than ECAT's 1.43% expense ratio.
Dividends
LIPKX vs. ECAT - Dividend Comparison
LIPKX's dividend yield for the trailing twelve months is around 2.59%, less than ECAT's 22.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ECAT BlackRock ESG Capital Allocation Term Trust | 22.31% | 23.00% | 17.44% | 9.14% | 8.94% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LIPKX BlackRock LifePath Index 2050 Fund Class K | 2.59% | 2.82% | 0.01% | 2.14% | 2.08% | 2.20% | 1.11% | 3.33% | 2.42% | 2.36% | 1.60% | 3.17% |
Frequently Asked Questions
LIPKX and ECAT have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ECAT has higher volatility (3.75%) compared to LIPKX (3.73%). In terms of maximum drawdown, LIPKX dropped -34.29% vs ECAT's -32.23%.
LIPKX currently has the higher Sharpe Ratio (1.56 vs 0.97), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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