LIWPX vs. SPY
Compare and contrast key facts about BlackRock LifePath Index 2065 Fund (LIWPX) and SPDR S&P 500 ETF (SPY).
LIWPX is managed by Blackrock. It was launched on Oct 29, 2019. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIWPX or SPY.
Correlation
The correlation between LIWPX and SPY 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
LIWPX vs. SPY - Performance Comparison
Key characteristics
LIWPX:
1.61
SPY:
1.88
LIWPX:
2.27
SPY:
2.52
LIWPX:
1.30
SPY:
1.34
LIWPX:
2.88
SPY:
2.88
LIWPX:
10.19
SPY:
11.98
LIWPX:
1.88%
SPY:
2.02%
LIWPX:
11.81%
SPY:
12.78%
LIWPX:
-33.12%
SPY:
-55.19%
LIWPX:
-0.27%
SPY:
-1.30%
Returns By Period
In the year-to-date period, LIWPX achieves a 3.83% return, which is significantly higher than SPY's 2.69% return.
LIWPX
3.83%
3.83%
11.10%
19.22%
10.48%
N/A
SPY
2.69%
2.69%
13.66%
24.60%
15.11%
13.37%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LIWPX vs. SPY - Expense Ratio Comparison
LIWPX has a 0.35% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
LIWPX vs. SPY — Risk-Adjusted Performance Rank
LIWPX
SPY
LIWPX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2065 Fund (LIWPX) and SPDR S&P 500 ETF (SPY). 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
LIWPX vs. SPY - Dividend Comparison
LIWPX's dividend yield for the trailing twelve months is around 1.58%, more than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIWPX BlackRock LifePath Index 2065 Fund | 1.58% | 1.64% | 1.76% | 1.50% | 1.59% | 1.13% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
LIWPX vs. SPY - Drawdown Comparison
The maximum LIWPX drawdown since its inception was -33.12%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for LIWPX and SPY. For additional features, visit the drawdowns tool.
Volatility
LIWPX vs. SPY - Volatility Comparison
The current volatility for BlackRock LifePath Index 2065 Fund (LIWPX) is 3.50%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.95%. This indicates that LIWPX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.