Correlation
The correlation between LIRIX and VOO is 0.85, 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.
LIRIX vs. VOO
Compare and contrast key facts about BlackRock LifePath Index Retirement Fund (LIRIX) and Vanguard S&P 500 ETF (VOO).
LIRIX is managed by Blackrock. It was launched on May 30, 2011. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIRIX or VOO.
Performance
LIRIX vs. VOO - Performance Comparison
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Key characteristics
LIRIX:
1.19
VOO:
0.74
LIRIX:
1.62
VOO:
1.04
LIRIX:
1.22
VOO:
1.15
LIRIX:
1.42
VOO:
0.68
LIRIX:
5.74
VOO:
2.58
LIRIX:
1.49%
VOO:
4.93%
LIRIX:
7.63%
VOO:
19.54%
LIRIX:
-20.48%
VOO:
-33.99%
LIRIX:
-0.00%
VOO:
-3.55%
Returns By Period
In the year-to-date period, LIRIX achieves a 3.56% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, LIRIX has underperformed VOO with an annualized return of 4.83%, while VOO has yielded a comparatively higher 12.81% annualized return.
LIRIX
3.56%
1.78%
1.28%
8.46%
5.30%
4.71%
4.83%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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LIRIX vs. VOO - Expense Ratio Comparison
LIRIX has a 0.11% expense ratio, which is higher than VOO's 0.03% 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. VOO — Risk-Adjusted Performance Rank
LIRIX
VOO
LIRIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index Retirement Fund (LIRIX) and Vanguard S&P 500 ETF (VOO). 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
LIRIX vs. VOO - Dividend Comparison
LIRIX's dividend yield for the trailing twelve months is around 2.92%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIRIX BlackRock LifePath Index Retirement Fund | 2.92% | 3.03% | 2.61% | 2.70% | 2.85% | 2.61% | 2.43% | 2.44% | 2.23% | 2.46% | 2.93% | 3.09% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LIRIX vs. VOO - Drawdown Comparison
The maximum LIRIX drawdown since its inception was -20.48%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LIRIX and VOO.
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Volatility
LIRIX vs. VOO - Volatility Comparison
The current volatility for BlackRock LifePath Index Retirement Fund (LIRIX) is 1.66%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that LIRIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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