LIVKX vs. ECAT
Compare and contrast key facts about BlackRock LifePath Index 2055 Class K (LIVKX) and BlackRock ESG Capital Allocation Term Trust (ECAT).
LIVKX is a passively managed fund by BlackRock that tracks the performance of the BlackRock LifePath Index 2055 Custom Benchmark. It was launched on May 31, 2011. ECAT is managed by BlackRock. It was launched on Sep 28, 2021.
Performance
LIVKX vs. ECAT - Performance Comparison
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LIVKX vs. ECAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
LIVKX BlackRock LifePath Index 2055 Class K | -4.24% | 21.57% | 13.65% | 21.61% | -18.33% | 5.67% |
ECAT BlackRock ESG Capital Allocation Term Trust | -6.71% | 16.64% | 19.96% | 32.36% | -21.90% | -6.25% |
Returns By Period
In the year-to-date period, LIVKX achieves a -4.24% return, which is significantly higher than ECAT's -6.71% return.
LIVKX
- 1D
- -0.26%
- 1M
- -8.83%
- YTD
- -4.24%
- 6M
- -1.33%
- 1Y
- 17.79%
- 3Y*
- 14.60%
- 5Y*
- 8.19%
- 10Y*
- 10.48%
ECAT
- 1D
- 1.49%
- 1M
- -8.56%
- YTD
- -6.71%
- 6M
- -7.80%
- 1Y
- 7.03%
- 3Y*
- 13.21%
- 5Y*
- —
- 10Y*
- —
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LIVKX vs. ECAT - Expense Ratio Comparison
LIVKX has a 0.09% expense ratio, which is lower than ECAT's 1.38% expense ratio.
Return for Risk
LIVKX vs. ECAT — Risk / Return Rank
LIVKX
ECAT
LIVKX vs. ECAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2055 Class K (LIVKX) and BlackRock ESG Capital Allocation Term Trust (ECAT). 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.
| LIVKX | ECAT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.42 | +0.64 |
Sortino ratioReturn per unit of downside risk | 1.58 | 0.68 | +0.90 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.09 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 0.47 | +0.87 |
Martin ratioReturn relative to average drawdown | 6.37 | 1.75 | +4.62 |
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
| LIVKX | ECAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.42 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.32 | +0.26 |
Correlation
The correlation between LIVKX and ECAT is 0.74, 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
LIVKX vs. ECAT - Dividend Comparison
LIVKX's dividend yield for the trailing twelve months is around 2.64%, less than ECAT's 25.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIVKX BlackRock LifePath Index 2055 Class K | 2.64% | 2.53% | 0.01% | 2.08% | 2.02% | 2.08% | 1.61% | 3.00% | 2.40% | 2.31% | 1.57% | 2.93% |
ECAT BlackRock ESG Capital Allocation Term Trust | 25.39% | 23.00% | 17.44% | 9.14% | 8.94% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LIVKX vs. ECAT - Drawdown Comparison
The maximum LIVKX drawdown since its inception was -34.39%, which is greater than ECAT's maximum drawdown of -32.23%. Use the drawdown chart below to compare losses from any high point for LIVKX and ECAT.
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Drawdown Indicators
| LIVKX | ECAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.39% | -32.23% | -2.16% |
Max Drawdown (1Y)Largest decline over 1 year | -11.86% | -12.90% | +1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -26.44% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.39% | — | — |
Current DrawdownCurrent decline from peak | -9.44% | -10.48% | +1.04% |
Average DrawdownAverage peak-to-trough decline | -4.55% | -9.41% | +4.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 3.49% | -0.99% |
Volatility
LIVKX vs. ECAT - Volatility Comparison
The current volatility for BlackRock LifePath Index 2055 Class K (LIVKX) is 5.26%, while BlackRock ESG Capital Allocation Term Trust (ECAT) has a volatility of 5.97%. This indicates that LIVKX experiences smaller price fluctuations and is considered to be less risky than ECAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIVKX | ECAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 5.97% | -0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 9.31% | 10.34% | -1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.92% | 16.97% | -0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.72% | 16.95% | -1.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.65% | 16.95% | -0.30% |