LIVIX vs. SPY
Compare and contrast key facts about BlackRock LifePath Index 2055 Fund (LIVIX) and SPDR S&P 500 ETF (SPY).
LIVIX is managed by Blackrock. It was launched on May 30, 2011. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIVIX or SPY.
Correlation
The correlation between LIVIX and SPY is 0.95, 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
LIVIX vs. SPY - Performance Comparison
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Key characteristics
LIVIX:
0.67
SPY:
0.66
LIVIX:
1.08
SPY:
1.08
LIVIX:
1.16
SPY:
1.16
LIVIX:
0.72
SPY:
0.72
LIVIX:
3.14
SPY:
2.78
LIVIX:
3.83%
SPY:
4.88%
LIVIX:
17.58%
SPY:
20.26%
LIVIX:
-34.44%
SPY:
-55.19%
LIVIX:
-0.24%
SPY:
-2.99%
Returns By Period
In the year-to-date period, LIVIX achieves a 5.23% return, which is significantly higher than SPY's 1.46% return. Over the past 10 years, LIVIX has underperformed SPY with an annualized return of 8.92%, while SPY has yielded a comparatively higher 12.71% annualized return.
LIVIX
5.23%
11.15%
3.81%
11.72%
13.17%
13.62%
8.92%
SPY
1.46%
12.62%
1.07%
13.27%
16.71%
16.68%
12.71%
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LIVIX vs. SPY - Expense Ratio Comparison
LIVIX has a 0.10% expense ratio, which is higher than SPY's 0.09% 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
LIVIX vs. SPY — Risk-Adjusted Performance Rank
LIVIX
SPY
LIVIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2055 Fund (LIVIX) and SPDR S&P 500 ETF (SPY). 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
LIVIX vs. SPY - Dividend Comparison
LIVIX's dividend yield for the trailing twelve months is around 2.21%, more than SPY's 1.21% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
LIVIX BlackRock LifePath Index 2055 Fund | 2.21% | 2.33% | 2.04% | 1.96% | 2.04% | 1.60% | 2.95% | 2.35% | 2.27% | 2.29% | 2.88% | 2.73% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
LIVIX vs. SPY - Drawdown Comparison
The maximum LIVIX drawdown since its inception was -34.44%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for LIVIX and SPY. For additional features, visit the drawdowns tool.
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Volatility
LIVIX vs. SPY - Volatility Comparison
The current volatility for BlackRock LifePath Index 2055 Fund (LIVIX) is 3.63%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.66%. This indicates that LIVIX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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