LIRAX vs. BDJ
Compare and contrast key facts about BlackRock LifePath Index Retirement Fund Investor A Shares (LIRAX) and BlackRock Enhanced Equity Dividend Fund (BDJ).
LIRAX is managed by BlackRock. It was launched on May 31, 2011. BDJ is managed by BlackRock. It was launched on Aug 30, 2005.
Performance
LIRAX vs. BDJ - Performance Comparison
Loading graphics...
LIRAX vs. BDJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIRAX BlackRock LifePath Index Retirement Fund Investor A Shares | 0.13% | 12.09% | 5.84% | 11.22% | -15.49% | 6.42% | 11.05% | 15.60% | -3.79% | 10.43% |
BDJ BlackRock Enhanced Equity Dividend Fund | -5.83% | 26.12% | 16.87% | -6.67% | 0.83% | 26.56% | -7.58% | 37.43% | -10.42% | 20.78% |
Returns By Period
In the year-to-date period, LIRAX achieves a 0.13% return, which is significantly higher than BDJ's -5.83% return. Over the past 10 years, LIRAX has underperformed BDJ with an annualized return of 5.29%, while BDJ has yielded a comparatively higher 9.93% annualized return.
LIRAX
- 1D
- 1.15%
- 1M
- -2.55%
- YTD
- 0.13%
- 6M
- 1.47%
- 1Y
- 10.32%
- 3Y*
- 8.12%
- 5Y*
- 3.29%
- 10Y*
- 5.29%
BDJ
- 1D
- 1.51%
- 1M
- -8.69%
- YTD
- -5.83%
- 6M
- 1.12%
- 1Y
- 11.53%
- 3Y*
- 10.07%
- 5Y*
- 7.81%
- 10Y*
- 9.93%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LIRAX vs. BDJ - Expense Ratio Comparison
LIRAX has a 0.44% expense ratio, which is lower than BDJ's 0.86% expense ratio.
Return for Risk
LIRAX vs. BDJ — Risk / Return Rank
LIRAX
BDJ
LIRAX vs. BDJ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index Retirement Fund Investor A Shares (LIRAX) and BlackRock Enhanced Equity Dividend Fund (BDJ). 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.
| LIRAX | BDJ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 0.69 | +0.80 |
Sortino ratioReturn per unit of downside risk | 2.14 | 1.04 | +1.11 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.15 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 0.97 | +1.09 |
Martin ratioReturn relative to average drawdown | 9.30 | 3.62 | +5.68 |
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
| LIRAX | BDJ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 0.69 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.49 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.54 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.30 | +0.41 |
Correlation
The correlation between LIRAX and BDJ is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LIRAX vs. BDJ - Dividend Comparison
LIRAX's dividend yield for the trailing twelve months is around 3.53%, less than BDJ's 9.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIRAX BlackRock LifePath Index Retirement Fund Investor A Shares | 3.53% | 3.53% | 1.82% | 2.37% | 2.42% | 2.42% | 1.70% | 2.22% | 2.18% | 1.99% | 2.23% | 2.67% |
BDJ BlackRock Enhanced Equity Dividend Fund | 9.78% | 9.03% | 8.21% | 9.49% | 12.18% | 5.95% | 7.08% | 6.66% | 7.21% | 6.07% | 6.88% | 7.36% |
Drawdowns
LIRAX vs. BDJ - Drawdown Comparison
The maximum LIRAX drawdown since its inception was -20.67%, smaller than the maximum BDJ drawdown of -59.46%. Use the drawdown chart below to compare losses from any high point for LIRAX and BDJ.
Loading graphics...
Drawdown Indicators
| LIRAX | BDJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.67% | -59.46% | +38.79% |
Max Drawdown (1Y)Largest decline over 1 year | -5.27% | -12.28% | +7.01% |
Max Drawdown (5Y)Largest decline over 5 years | -20.67% | -21.39% | +0.72% |
Max Drawdown (10Y)Largest decline over 10 years | -20.67% | -48.14% | +27.47% |
Current DrawdownCurrent decline from peak | -2.93% | -9.16% | +6.23% |
Average DrawdownAverage peak-to-trough decline | -2.97% | -8.99% | +6.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.17% | 3.29% | -2.12% |
Volatility
LIRAX vs. BDJ - Volatility Comparison
The current volatility for BlackRock LifePath Index Retirement Fund Investor A Shares (LIRAX) is 2.79%, while BlackRock Enhanced Equity Dividend Fund (BDJ) has a volatility of 5.62%. This indicates that LIRAX experiences smaller price fluctuations and is considered to be less risky than BDJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LIRAX | BDJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.79% | 5.62% | -2.83% |
Volatility (6M)Calculated over the trailing 6-month period | 4.14% | 9.50% | -5.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.14% | 16.68% | -9.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.80% | 16.13% | -8.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.47% | 18.38% | -10.91% |