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.
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.
Performance
LIRIX vs. VOO - Performance Comparison
Key characteristics
LIRIX:
1.64
VOO:
1.89
LIRIX:
2.33
VOO:
2.54
LIRIX:
1.30
VOO:
1.35
LIRIX:
1.25
VOO:
2.83
LIRIX:
7.35
VOO:
11.83
LIRIX:
1.35%
VOO:
2.02%
LIRIX:
6.09%
VOO:
12.66%
LIRIX:
-21.06%
VOO:
-33.99%
LIRIX:
-0.16%
VOO:
-0.42%
Returns By Period
In the year-to-date period, LIRIX achieves a 2.76% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, LIRIX has underperformed VOO with an annualized return of 4.41%, while VOO has yielded a comparatively higher 13.26% annualized return.
LIRIX
2.76%
1.22%
2.64%
10.20%
3.70%
4.41%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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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.
Dividends
LIRIX vs. VOO - Dividend Comparison
LIRIX's dividend yield for the trailing twelve months is around 2.85%, more than VOO's 1.19% 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 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 -21.06%, 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. For additional features, visit the drawdowns tool.
Volatility
LIRIX vs. VOO - Volatility Comparison
The current volatility for BlackRock LifePath Index Retirement Fund (LIRIX) is 1.38%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. 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.