LIVKX vs. ECAT
LIVKX (BlackRock LifePath Index 2055 Class K) and ECAT (BlackRock ESG Capital Allocation Term Trust) are both mutual funds - LIVKX is a Target Retirement Date fund tracking the BlackRock LifePath Index 2055 Custom Benchmark, while ECAT is a Tactical Allocation fund managed by BlackRock. Over the past 3 years, LIVKX returned 17.08%/yr vs 18.63%/yr for ECAT. Their 0.73 correlation means they have sometimes moved together and sometimes differently. LIVKX charges 0.09%/yr vs 1.43%/yr for ECAT.
Performance
LIVKX vs. ECAT - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with LIVKX having a 11.38% return and ECAT slightly higher at 11.70%.
LIVKX
- 1D
- 0.28%
- 1M
- -0.25%
- 6M
- 7.43%
- YTD
- 11.38%
- 1Y
- 23.64%
- 3Y*
- 17.08%
- 5Y*
- 9.79%
- 10Y*
- 11.60%
- ALL TIME*
- 10.36%
ECAT
- 1D
- 1.13%
- 1M
- -2.46%
- 6M
- 8.98%
- YTD
- 11.70%
- 1Y
- 15.34%
- 3Y*
- 18.63%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 8.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $7.83M | $7.54M | $7.77M | |
| $0.00 | $0.00 | $0.00 |
LIVKX vs. ECAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
LIVKX BlackRock LifePath Index 2055 Class K | 11.38% | 21.57% | 13.65% | 21.61% | -18.33% | 3.59% |
ECAT BlackRock ESG Capital Allocation Term Trust | 11.70% | 16.64% | 19.96% | 32.36% | -21.90% | -6.25% |
Correlation
The correlation between LIVKX and ECAT is 0.73, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.73 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2021 | 0.73 |
The correlation between LIVKX and ECAT has been stable across timeframes, ranging from 0.69 to 0.73 - a consistent structural relationship.
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LIVKX | ECAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.55 | ||
| Sortino ratioReturn per unit of downside risk | +0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.19 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | 1.31 | +1.06 |
| Martin ratioReturn relative to average drawdown | 9.93 | 4.74 | +5.19 |
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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 | -9.44% | -11.80% | +2.36% |
Max Drawdown (3Y)Largest decline over 3 years | -17.46% | -15.79% | -1.67% |
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 | -1.55% | -3.19% | +1.64% |
Average DrawdownAverage peak-to-trough decline | -4.48% | -8.85% | +4.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 3.25% | -1.00% |
Volatility
LIVKX vs. ECAT - Volatility Comparison
BlackRock LifePath Index 2055 Class K (LIVKX) and BlackRock ESG Capital Allocation Term Trust (ECAT) have volatilities of 3.88% and 3.93%, 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.
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Volatility by Period
| LIVKX | ECAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 3.93% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 11.49% | 11.29% | +0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.72% | 14.23% | -0.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.01% | 16.82% | -0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.70% | 16.82% | -0.12% |
LIVKX vs. ECAT - Expense Ratio Comparison
LIVKX has a 0.09% expense ratio, which is lower than ECAT's 1.43% expense ratio.
Dividends
LIVKX vs. ECAT - Dividend Comparison
LIVKX's dividend yield for the trailing twelve months is around 2.33%, less than ECAT's 22.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ECAT BlackRock ESG Capital Allocation Term Trust | 22.06% | 23.00% | 17.44% | 9.14% | 8.94% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LIVKX BlackRock LifePath Index 2055 Class K | 2.33% | 2.53% | 0.01% | 2.08% | 2.02% | 2.08% | 1.61% | 3.00% | 2.40% | 2.31% | 1.57% | 2.93% |
Frequently Asked Questions
LIVKX and ECAT have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ECAT has higher volatility (3.93%) compared to LIVKX (3.88%). In terms of maximum drawdown, LIVKX dropped -34.39% vs ECAT's -32.23%.
LIVKX currently has the higher Sharpe Ratio (1.63 vs 1.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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