LIVIX vs. VASGX
Compare and contrast key facts about BlackRock LifePath Index 2055 Fund (LIVIX) and Vanguard LifeStrategy Growth Fund (VASGX).
LIVIX is managed by Blackrock. It was launched on May 30, 2011. VASGX is managed by Vanguard. It was launched on Sep 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIVIX or VASGX.
Correlation
The correlation between LIVIX and VASGX is 0.98, 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. VASGX - Performance Comparison
Key characteristics
LIVIX:
1.35
VASGX:
1.50
LIVIX:
1.86
VASGX:
2.08
LIVIX:
1.25
VASGX:
1.27
LIVIX:
2.03
VASGX:
2.13
LIVIX:
8.39
VASGX:
9.30
LIVIX:
1.90%
VASGX:
1.55%
LIVIX:
11.79%
VASGX:
9.61%
LIVIX:
-34.44%
VASGX:
-51.16%
LIVIX:
-4.29%
VASGX:
-2.04%
Returns By Period
In the year-to-date period, LIVIX achieves a 15.82% return, which is significantly higher than VASGX's 14.87% return. Over the past 10 years, LIVIX has outperformed VASGX with an annualized return of 8.83%, while VASGX has yielded a comparatively lower 7.10% annualized return.
LIVIX
15.82%
-2.81%
5.33%
15.60%
9.30%
8.83%
VASGX
14.87%
-0.51%
6.16%
14.65%
7.35%
7.10%
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LIVIX vs. VASGX - Expense Ratio Comparison
LIVIX has a 0.10% expense ratio, which is lower than VASGX's 0.14% expense ratio. Despite the difference, 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. VASGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2055 Fund (LIVIX) and Vanguard LifeStrategy Growth Fund (VASGX). 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. VASGX - Dividend Comparison
LIVIX's dividend yield for the trailing twelve months is around 0.01%, less than VASGX's 0.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIVIX BlackRock LifePath Index 2055 Fund | 0.01% | 2.04% | 1.83% | 1.99% | 1.56% | 2.61% | 2.34% | 2.27% | 2.17% | 2.33% | 2.14% | 2.36% |
VASGX Vanguard LifeStrategy Growth Fund | 0.93% | 2.34% | 2.10% | 1.87% | 1.68% | 2.32% | 2.56% | 2.09% | 2.22% | 2.20% | 2.10% | 1.92% |
Drawdowns
LIVIX vs. VASGX - Drawdown Comparison
The maximum LIVIX drawdown since its inception was -34.44%, smaller than the maximum VASGX drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for LIVIX and VASGX. For additional features, visit the drawdowns tool.
Volatility
LIVIX vs. VASGX - Volatility Comparison
BlackRock LifePath Index 2055 Fund (LIVIX) has a higher volatility of 3.75% compared to Vanguard LifeStrategy Growth Fund (VASGX) at 2.91%. This indicates that LIVIX's price experiences larger fluctuations and is considered to be riskier than VASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.