LIRAX vs. VFV.TO
Compare and contrast key facts about BlackRock LifePath Index Retirement Fund Investor A Shares (LIRAX) and Vanguard S&P 500 Index ETF (VFV.TO).
LIRAX is managed by Blackrock. It was launched on May 31, 2011. VFV.TO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Nov 2, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIRAX or VFV.TO.
Correlation
The correlation between LIRAX and VFV.TO is 0.81, 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
LIRAX vs. VFV.TO - Performance Comparison
Key characteristics
LIRAX:
1.19
VFV.TO:
1.64
LIRAX:
1.68
VFV.TO:
2.32
LIRAX:
1.21
VFV.TO:
1.30
LIRAX:
0.87
VFV.TO:
2.64
LIRAX:
5.35
VFV.TO:
10.95
LIRAX:
1.36%
VFV.TO:
1.84%
LIRAX:
6.14%
VFV.TO:
12.26%
LIRAX:
-21.24%
VFV.TO:
-27.43%
LIRAX:
-1.21%
VFV.TO:
-6.51%
Returns By Period
In the year-to-date period, LIRAX achieves a 1.67% return, which is significantly higher than VFV.TO's -2.79% return. Over the past 10 years, LIRAX has underperformed VFV.TO with an annualized return of 4.13%, while VFV.TO has yielded a comparatively higher 13.80% annualized return.
LIRAX
1.67%
-0.14%
1.15%
6.90%
3.75%
4.13%
VFV.TO
-2.79%
-4.94%
11.04%
20.15%
17.07%
13.80%
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LIRAX vs. VFV.TO - Expense Ratio Comparison
LIRAX has a 0.44% expense ratio, which is higher than VFV.TO's 0.09% expense ratio.
Risk-Adjusted Performance
LIRAX vs. VFV.TO — Risk-Adjusted Performance Rank
LIRAX
VFV.TO
LIRAX vs. VFV.TO - 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 Vanguard S&P 500 Index ETF (VFV.TO). 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. VFV.TO - Dividend Comparison
LIRAX's dividend yield for the trailing twelve months is around 2.62%, more than VFV.TO's 1.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIRAX BlackRock LifePath Index Retirement Fund Investor A Shares | 2.62% | 2.66% | 2.37% | 2.26% | 1.87% | 1.69% | 2.12% | 2.11% | 1.77% | 1.75% | 1.68% | 1.59% |
VFV.TO Vanguard S&P 500 Index ETF | 1.02% | 0.99% | 1.20% | 1.31% | 1.06% | 1.33% | 1.55% | 1.68% | 1.50% | 1.66% | 1.63% | 1.48% |
Drawdowns
LIRAX vs. VFV.TO - Drawdown Comparison
The maximum LIRAX drawdown since its inception was -21.24%, smaller than the maximum VFV.TO drawdown of -27.43%. Use the drawdown chart below to compare losses from any high point for LIRAX and VFV.TO. For additional features, visit the drawdowns tool.
Volatility
LIRAX vs. VFV.TO - Volatility Comparison
The current volatility for BlackRock LifePath Index Retirement Fund Investor A Shares (LIRAX) is 1.78%, while Vanguard S&P 500 Index ETF (VFV.TO) has a volatility of 4.27%. This indicates that LIRAX experiences smaller price fluctuations and is considered to be less risky than VFV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.