LIVIX vs. SWPPX
Compare and contrast key facts about BlackRock LifePath Index 2055 Fund (LIVIX) and Schwab S&P 500 Index Fund (SWPPX).
LIVIX is managed by Blackrock. It was launched on May 30, 2011. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIVIX or SWPPX.
Correlation
The correlation between LIVIX and SWPPX 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. SWPPX - Performance Comparison
Key characteristics
LIVIX:
1.56
SWPPX:
1.86
LIVIX:
2.15
SWPPX:
2.51
LIVIX:
1.28
SWPPX:
1.34
LIVIX:
2.35
SWPPX:
2.81
LIVIX:
8.88
SWPPX:
11.64
LIVIX:
2.07%
SWPPX:
2.04%
LIVIX:
11.80%
SWPPX:
12.77%
LIVIX:
-34.44%
SWPPX:
-55.06%
LIVIX:
-0.20%
SWPPX:
0.00%
Returns By Period
In the year-to-date period, LIVIX achieves a 5.28% return, which is significantly higher than SWPPX's 4.63% return. Over the past 10 years, LIVIX has underperformed SWPPX with an annualized return of 9.15%, while SWPPX has yielded a comparatively higher 13.05% annualized return.
LIVIX
5.28%
3.43%
6.90%
19.13%
10.25%
9.15%
SWPPX
4.63%
2.56%
9.99%
25.10%
14.79%
13.05%
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LIVIX vs. SWPPX - Expense Ratio Comparison
LIVIX has a 0.10% expense ratio, which is higher than SWPPX's 0.02% 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. SWPPX — Risk-Adjusted Performance Rank
LIVIX
SWPPX
LIVIX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2055 Fund (LIVIX) and Schwab S&P 500 Index Fund (SWPPX). 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
LIVIX vs. SWPPX - Dividend Comparison
LIVIX's dividend yield for the trailing twelve months is around 1.94%, more than SWPPX's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIVIX BlackRock LifePath Index 2055 Fund | 1.94% | 2.04% | 2.04% | 1.83% | 1.99% | 1.56% | 2.61% | 2.34% | 2.27% | 2.17% | 2.33% | 2.14% |
SWPPX Schwab S&P 500 Index Fund | 1.18% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
LIVIX vs. SWPPX - Drawdown Comparison
The maximum LIVIX drawdown since its inception was -34.44%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for LIVIX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
LIVIX vs. SWPPX - Volatility Comparison
BlackRock LifePath Index 2055 Fund (LIVIX) and Schwab S&P 500 Index Fund (SWPPX) have volatilities of 2.97% and 3.07%, 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.