LIVIX vs. VOO
Compare and contrast key facts about BlackRock LifePath Index 2055 Fund (LIVIX) and Vanguard S&P 500 ETF (VOO).
LIVIX 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: LIVIX or VOO.
Correlation
The correlation between LIVIX and VOO 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. VOO - Performance Comparison
Key characteristics
LIVIX:
0.38
VOO:
0.32
LIVIX:
0.66
VOO:
0.57
LIVIX:
1.09
VOO:
1.08
LIVIX:
0.40
VOO:
0.32
LIVIX:
1.90
VOO:
1.42
LIVIX:
3.47%
VOO:
4.19%
LIVIX:
17.24%
VOO:
18.73%
LIVIX:
-34.44%
VOO:
-33.99%
LIVIX:
-10.24%
VOO:
-13.85%
Returns By Period
In the year-to-date period, LIVIX achieves a -5.32% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, LIVIX has underperformed VOO with an annualized return of 7.93%, while VOO has yielded a comparatively higher 11.64% annualized return.
LIVIX
-5.32%
-5.40%
-6.93%
7.04%
11.97%
7.93%
VOO
-9.88%
-5.88%
-9.00%
6.61%
14.69%
11.64%
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LIVIX vs. VOO - Expense Ratio Comparison
LIVIX has a 0.10% 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
LIVIX vs. VOO — Risk-Adjusted Performance Rank
LIVIX
VOO
LIVIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2055 Fund (LIVIX) 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
LIVIX vs. VOO - Dividend Comparison
LIVIX's dividend yield for the trailing twelve months is around 2.16%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIVIX BlackRock LifePath Index 2055 Fund | 2.16% | 2.04% | 2.04% | 1.83% | 1.99% | 1.56% | 2.61% | 2.34% | 2.27% | 2.17% | 2.33% | 2.14% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LIVIX vs. VOO - Drawdown Comparison
The maximum LIVIX drawdown since its inception was -34.44%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LIVIX and VOO. For additional features, visit the drawdowns tool.
Volatility
LIVIX vs. VOO - Volatility Comparison
The current volatility for BlackRock LifePath Index 2055 Fund (LIVIX) is 12.27%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that LIVIX 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.