LIRIX vs. SPMO

In the year-to-date period, LIRIX achieves a 3.56% return, which is significantly lower than SPMO's 11.09% return.

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LIRIX has a 0.11% expense ratio, which is lower than SPMO's 0.13% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index Retirement Fund (LIRIX) and Invesco S&P 500® Momentum ETF (SPMO). 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.

The current LIRIX Sharpe Ratio is 1.19, which is comparable to the SPMO Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of LIRIX and SPMO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LIRIX's dividend yield for the trailing twelve months is around 2.92%, more than SPMO's 0.48% yield.

The maximum LIRIX drawdown since its inception was -20.48%, smaller than the maximum SPMO drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for LIRIX and SPMO.

The current volatility for BlackRock LifePath Index Retirement Fund (LIRIX) is 1.66%, while Invesco S&P 500® Momentum ETF (SPMO) has a volatility of 5.51%. This indicates that LIRIX experiences smaller price fluctuations and is considered to be less risky than SPMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.