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 a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
LIVIX vs. SWPPX - Performance Comparison
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LIVIX vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIVIX BlackRock LifePath Index 2055 Fund | -1.33% | 21.57% | 13.60% | 21.62% | -18.38% | 18.75% | 14.99% | 26.76% | -7.83% | 21.38% |
SWPPX Schwab S&P 500 Index Fund | -4.39% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, LIVIX achieves a -1.33% return, which is significantly higher than SWPPX's -4.39% return. Over the past 10 years, LIVIX has underperformed SWPPX with an annualized return of 10.77%, while SWPPX has yielded a comparatively higher 14.04% annualized return.
LIVIX
- 1D
- 3.07%
- 1M
- -5.50%
- YTD
- -1.33%
- 6M
- 1.19%
- 1Y
- 20.91%
- 3Y*
- 15.72%
- 5Y*
- 8.52%
- 10Y*
- 10.77%
SWPPX
- 1D
- 2.88%
- 1M
- -5.04%
- YTD
- -4.39%
- 6M
- -2.17%
- 1Y
- 17.28%
- 3Y*
- 18.27%
- 5Y*
- 11.76%
- 10Y*
- 14.04%
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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%.
Return for Risk
LIVIX vs. SWPPX — Risk / Return Rank
LIVIX
SWPPX
LIVIX vs. SWPPX - Risk-Adjusted Trends 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.
| LIVIX | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.97 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.85 | 1.49 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.52 | +0.29 |
Martin ratioReturn relative to average drawdown | 8.47 | 7.29 | +1.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LIVIX | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.97 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.70 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.77 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.48 | +0.10 |
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.
Dividends
LIVIX vs. SWPPX - Dividend Comparison
LIVIX's dividend yield for the trailing twelve months is around 2.52%, more than SWPPX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIVIX BlackRock LifePath Index 2055 Fund | 2.52% | 2.48% | 0.01% | 2.04% | 1.96% | 2.04% | 1.56% | 2.95% | 2.35% | 2.27% | 1.54% | 2.88% |
SWPPX Schwab S&P 500 Index Fund | 1.16% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
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.
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Drawdown Indicators
| LIVIX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.44% | -55.06% | +20.62% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -12.10% | +0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -26.45% | -24.51% | -1.94% |
Max Drawdown (10Y)Largest decline over 10 years | -34.44% | -33.80% | -0.64% |
Current DrawdownCurrent decline from peak | -6.66% | -6.26% | -0.40% |
Average DrawdownAverage peak-to-trough decline | -4.56% | -10.00% | +5.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.52% | +0.01% |
Volatility
LIVIX vs. SWPPX - Volatility Comparison
BlackRock LifePath Index 2055 Fund (LIVIX) has a higher volatility of 6.29% compared to Schwab S&P 500 Index Fund (SWPPX) at 5.36%. This indicates that LIVIX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIVIX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.29% | 5.36% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 9.55% | +0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.10% | 18.32% | -1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.77% | 16.94% | -1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.67% | 18.21% | -1.54% |