LIRAX vs. TSWE.AS
Compare and contrast key facts about BlackRock LifePath Index Retirement Fund Investor A Shares (LIRAX) and VanEck Sustainable World Equal Weight UCITS ETF (TSWE.AS).
LIRAX is managed by Blackrock. It was launched on May 31, 2011. TSWE.AS is a passively managed fund by VanEck that tracks the performance of the MSCI ACWI NR USD. It was launched on May 3, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIRAX or TSWE.AS.
Correlation
The correlation between LIRAX and TSWE.AS is 0.58, 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.
Performance
LIRAX vs. TSWE.AS - Performance Comparison
Key characteristics
LIRAX:
1.28
TSWE.AS:
1.65
LIRAX:
1.80
TSWE.AS:
2.22
LIRAX:
1.23
TSWE.AS:
1.33
LIRAX:
0.90
TSWE.AS:
2.06
LIRAX:
6.83
TSWE.AS:
9.59
LIRAX:
1.17%
TSWE.AS:
1.79%
LIRAX:
6.24%
TSWE.AS:
10.39%
LIRAX:
-21.24%
TSWE.AS:
-33.67%
LIRAX:
-2.59%
TSWE.AS:
-2.83%
Returns By Period
In the year-to-date period, LIRAX achieves a 7.00% return, which is significantly lower than TSWE.AS's 16.80% return. Over the past 10 years, LIRAX has underperformed TSWE.AS with an annualized return of 3.99%, while TSWE.AS has yielded a comparatively higher 9.47% annualized return.
LIRAX
7.00%
-0.43%
3.25%
7.52%
3.40%
3.99%
TSWE.AS
16.80%
-0.58%
5.72%
17.12%
9.57%
9.47%
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LIRAX vs. TSWE.AS - Expense Ratio Comparison
LIRAX has a 0.44% expense ratio, which is higher than TSWE.AS's 0.20% expense ratio.
Risk-Adjusted Performance
LIRAX vs. TSWE.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index Retirement Fund Investor A Shares (LIRAX) and VanEck Sustainable World Equal Weight UCITS ETF (TSWE.AS). 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
LIRAX vs. TSWE.AS - Dividend Comparison
LIRAX's dividend yield for the trailing twelve months is around 2.55%, more than TSWE.AS's 2.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIRAX BlackRock LifePath Index Retirement Fund Investor A Shares | 1.80% | 2.37% | 2.26% | 1.87% | 1.69% | 2.12% | 2.11% | 1.77% | 1.75% | 1.68% | 1.59% | 1.50% |
TSWE.AS VanEck Sustainable World Equal Weight UCITS ETF | 2.19% | 2.23% | 2.38% | 1.64% | 1.88% | 2.34% | 2.45% | 2.09% | 1.85% | 1.87% | 5.46% | 0.31% |
Drawdowns
LIRAX vs. TSWE.AS - Drawdown Comparison
The maximum LIRAX drawdown since its inception was -21.24%, smaller than the maximum TSWE.AS drawdown of -33.67%. Use the drawdown chart below to compare losses from any high point for LIRAX and TSWE.AS. For additional features, visit the drawdowns tool.
Volatility
LIRAX vs. TSWE.AS - Volatility Comparison
The current volatility for BlackRock LifePath Index Retirement Fund Investor A Shares (LIRAX) is 2.10%, while VanEck Sustainable World Equal Weight UCITS ETF (TSWE.AS) has a volatility of 2.74%. This indicates that LIRAX experiences smaller price fluctuations and is considered to be less risky than TSWE.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.