LIRIX vs. IRTR
Compare and contrast key facts about BlackRock LifePath Index Retirement Fund (LIRIX) and Ishares Lifepath Retirement ETF (IRTR).
LIRIX is managed by Blackrock. It was launched on May 30, 2011. IRTR is an actively managed fund by iShares. It was launched on Oct 17, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIRIX or IRTR.
Correlation
The correlation between LIRIX and IRTR is 0.98, 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
LIRIX vs. IRTR - Performance Comparison
Key characteristics
LIRIX:
1.58
IRTR:
1.67
LIRIX:
2.25
IRTR:
2.40
LIRIX:
1.29
IRTR:
1.30
LIRIX:
1.21
IRTR:
2.71
LIRIX:
7.11
IRTR:
7.79
LIRIX:
1.35%
IRTR:
1.31%
LIRIX:
6.09%
IRTR:
6.09%
LIRIX:
-21.06%
IRTR:
-3.76%
LIRIX:
-0.16%
IRTR:
-0.15%
Returns By Period
The year-to-date returns for both stocks are quite close, with LIRIX having a 2.76% return and IRTR slightly lower at 2.68%.
LIRIX
2.76%
1.87%
2.06%
10.03%
3.70%
4.41%
IRTR
2.68%
1.90%
2.30%
10.48%
N/A
N/A
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LIRIX vs. IRTR - Expense Ratio Comparison
LIRIX has a 0.11% expense ratio, which is higher than IRTR's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
LIRIX vs. IRTR — Risk-Adjusted Performance Rank
LIRIX
IRTR
LIRIX vs. IRTR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index Retirement Fund (LIRIX) and Ishares Lifepath Retirement ETF (IRTR). 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
LIRIX vs. IRTR - Dividend Comparison
LIRIX's dividend yield for the trailing twelve months is around 2.85%, less than IRTR's 3.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIRIX BlackRock LifePath Index Retirement Fund | 2.85% | 2.93% | 2.61% | 2.53% | 2.12% | 1.93% | 2.32% | 2.37% | 2.02% | 1.98% | 1.92% | 1.81% |
IRTR Ishares Lifepath Retirement ETF | 3.00% | 3.02% | 0.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LIRIX vs. IRTR - Drawdown Comparison
The maximum LIRIX drawdown since its inception was -21.06%, which is greater than IRTR's maximum drawdown of -3.76%. Use the drawdown chart below to compare losses from any high point for LIRIX and IRTR. For additional features, visit the drawdowns tool.
Volatility
LIRIX vs. IRTR - Volatility Comparison
BlackRock LifePath Index Retirement Fund (LIRIX) and Ishares Lifepath Retirement ETF (IRTR) have volatilities of 1.50% and 1.56%, 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.