LIRAX vs. VTWNX
Compare and contrast key facts about BlackRock LifePath Index Retirement Fund Investor A Shares (LIRAX) and Vanguard Target Retirement 2020 Fund (VTWNX).
LIRAX is managed by Blackrock. It was launched on May 31, 2011. VTWNX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIRAX or VTWNX.
Correlation
The correlation between LIRAX and VTWNX is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
LIRAX vs. VTWNX - Performance Comparison
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Key characteristics
LIRAX:
2.68%
VTWNX:
2.37%
LIRAX:
-0.21%
VTWNX:
-0.15%
LIRAX:
-0.07%
VTWNX:
-0.07%
Returns By Period
LIRAX
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VTWNX
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LIRAX vs. VTWNX - Expense Ratio Comparison
LIRAX has a 0.44% expense ratio, which is higher than VTWNX's 0.08% expense ratio.
Risk-Adjusted Performance
LIRAX vs. VTWNX — Risk-Adjusted Performance Rank
LIRAX
VTWNX
LIRAX vs. VTWNX - 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 Target Retirement 2020 Fund (VTWNX). 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.
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Dividends
LIRAX vs. VTWNX - Dividend Comparison
LIRAX's dividend yield for the trailing twelve months is around 2.61%, less than VTWNX's 3.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIRAX BlackRock LifePath Index Retirement Fund Investor A Shares | 2.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTWNX Vanguard Target Retirement 2020 Fund | 3.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LIRAX vs. VTWNX - Drawdown Comparison
The maximum LIRAX drawdown since its inception was -0.21%, which is greater than VTWNX's maximum drawdown of -0.15%. Use the drawdown chart below to compare losses from any high point for LIRAX and VTWNX. For additional features, visit the drawdowns tool.
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Volatility
LIRAX vs. VTWNX - Volatility Comparison
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