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:
1.63
VOO:
2.25
LIVIX:
2.22
VOO:
2.98
LIVIX:
1.30
VOO:
1.42
LIVIX:
2.45
VOO:
3.31
LIVIX:
10.38
VOO:
14.77
LIVIX:
1.85%
VOO:
1.90%
LIVIX:
11.76%
VOO:
12.46%
LIVIX:
-34.44%
VOO:
-33.99%
LIVIX:
-3.55%
VOO:
-2.47%
Returns By Period
In the year-to-date period, LIVIX achieves a 16.72% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, LIVIX has underperformed VOO with an annualized return of 8.96%, while VOO has yielded a comparatively higher 13.08% annualized return.
LIVIX
16.72%
-0.56%
6.51%
17.68%
9.61%
8.96%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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 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 0.75%, less than VOO's 0.91% 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% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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
BlackRock LifePath Index 2055 Fund (LIVIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.57% and 3.75%, 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.