LIVIX vs. VOO

In the year-to-date period, LIVIX achieves a 4.86% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, LIVIX has underperformed VOO with an annualized return of 9.18%, while VOO has yielded a comparatively higher 12.81% annualized return.

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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%.

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.

The current LIVIX Sharpe Ratio is 0.78, which is comparable to the VOO Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of LIVIX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LIVIX's dividend yield for the trailing twelve months is around 2.21%, more than VOO's 1.29% yield.

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.

The current volatility for BlackRock LifePath Index 2055 Fund (LIVIX) is 3.71%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. 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.