LIWPX vs. VLXVX
Compare and contrast key facts about BlackRock LifePath Index 2065 Fund (LIWPX) and Vanguard Target Retirement 2065 Fund (VLXVX).
LIWPX is managed by Blackrock. It was launched on Oct 29, 2019. VLXVX is managed by Vanguard. It was launched on Jul 12, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIWPX or VLXVX.
Performance
LIWPX vs. VLXVX - Performance Comparison
Returns By Period
In the year-to-date period, LIWPX achieves a 18.39% return, which is significantly higher than VLXVX's 16.29% return.
LIWPX
18.39%
1.75%
9.17%
25.48%
10.68%
N/A
VLXVX
16.29%
1.28%
7.85%
23.13%
10.19%
N/A
Key characteristics
| LIWPX | VLXVX | |
|---|---|---|
| Sharpe Ratio | 2.25 | 2.14 |
| Sortino Ratio | 3.13 | 2.95 |
| Omega Ratio | 1.43 | 1.39 |
| Calmar Ratio | 3.23 | 3.27 |
| Martin Ratio | 14.16 | 13.49 |
| Ulcer Index | 1.80% | 1.71% |
| Daily Std Dev | 11.31% | 10.82% |
| Max Drawdown | -33.12% | -31.42% |
| Current Drawdown | -0.82% | -0.96% |
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. VLXVX - Expense Ratio Comparison
LIWPX has a 0.35% expense ratio, which is higher than VLXVX's 0.08% expense ratio.
Correlation
The correlation between LIWPX and VLXVX is 0.93, 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.
Risk-Adjusted Performance
LIWPX vs. VLXVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2065 Fund (LIWPX) and Vanguard Target Retirement 2065 Fund (VLXVX). 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. VLXVX - Dividend Comparison
LIWPX's dividend yield for the trailing twelve months is around 0.67%, less than VLXVX's 1.77% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
LIWPX BlackRock LifePath Index 2065 Fund | 0.67% | 1.76% | 1.50% | 1.59% | 1.13% | 0.83% | 0.00% | 0.00% |
VLXVX Vanguard Target Retirement 2065 Fund | 1.77% | 2.06% | 2.00% | 1.70% | 1.45% | 1.90% | 1.85% | 0.78% |
Drawdowns
LIWPX vs. VLXVX - Drawdown Comparison
The maximum LIWPX drawdown since its inception was -33.12%, which is greater than VLXVX's maximum drawdown of -31.42%. Use the drawdown chart below to compare losses from any high point for LIWPX and VLXVX. For additional features, visit the drawdowns tool.
Volatility
LIWPX vs. VLXVX - Volatility Comparison
BlackRock LifePath Index 2065 Fund (LIWPX) has a higher volatility of 3.11% compared to Vanguard Target Retirement 2065 Fund (VLXVX) at 2.83%. This indicates that LIWPX's price experiences larger fluctuations and is considered to be riskier than VLXVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.