LIWPX vs. VMCPX
Compare and contrast key facts about BlackRock LifePath Index 2065 Fund (LIWPX) and Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX).
LIWPX is managed by BlackRock. It was launched on Oct 29, 2019. VMCPX is managed by Vanguard. It was launched on Dec 15, 2010.
Performance
LIWPX vs. VMCPX - Performance Comparison
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LIWPX vs. VMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LIWPX BlackRock LifePath Index 2065 Fund | -4.42% | 21.32% | 14.17% | 21.22% | -18.52% | 18.51% | 15.12% | 5.67% |
VMCPX Vanguard Mid-Cap Index Fund Institutional Plus Shares | -2.79% | 11.70% | 14.68% | 16.55% | -18.68% | 24.54% | 18.20% | 5.09% |
Returns By Period
In the year-to-date period, LIWPX achieves a -4.42% return, which is significantly lower than VMCPX's -2.79% return.
LIWPX
- 1D
- -0.29%
- 1M
- -8.95%
- YTD
- -4.42%
- 6M
- -1.53%
- 1Y
- 17.43%
- 3Y*
- 14.54%
- 5Y*
- 8.04%
- 10Y*
- —
VMCPX
- 1D
- -0.66%
- 1M
- -7.87%
- YTD
- -2.79%
- 6M
- -3.58%
- 1Y
- 10.32%
- 3Y*
- 11.80%
- 5Y*
- 6.52%
- 10Y*
- 10.44%
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LIWPX vs. VMCPX - Expense Ratio Comparison
LIWPX has a 0.35% expense ratio, which is higher than VMCPX's 0.03% expense ratio.
Return for Risk
LIWPX vs. VMCPX — Risk / Return Rank
LIWPX
VMCPX
LIWPX vs. VMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2065 Fund (LIWPX) and Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX). 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.
| LIWPX | VMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.63 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.55 | 0.99 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.14 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 0.73 | +0.58 |
Martin ratioReturn relative to average drawdown | 6.20 | 3.40 | +2.81 |
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
| LIWPX | VMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.63 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.37 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.59 | -0.03 |
Correlation
The correlation between LIWPX and VMCPX is 0.92, 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
LIWPX vs. VMCPX - Dividend Comparison
LIWPX's dividend yield for the trailing twelve months is around 1.64%, more than VMCPX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIWPX BlackRock LifePath Index 2065 Fund | 1.64% | 1.57% | 0.00% | 1.76% | 1.50% | 1.58% | 1.13% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% |
VMCPX Vanguard Mid-Cap Index Fund Institutional Plus Shares | 1.55% | 1.53% | 1.50% | 1.52% | 1.61% | 1.13% | 1.45% | 1.49% | 1.84% | 1.37% | 1.47% | 1.50% |
Drawdowns
LIWPX vs. VMCPX - Drawdown Comparison
The maximum LIWPX drawdown since its inception was -33.12%, smaller than the maximum VMCPX drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for LIWPX and VMCPX.
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Drawdown Indicators
| LIWPX | VMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.12% | -39.30% | +6.18% |
Max Drawdown (1Y)Largest decline over 1 year | -11.85% | -12.77% | +0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -26.57% | -27.54% | +0.97% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.30% | — |
Current DrawdownCurrent decline from peak | -9.57% | -8.13% | -1.44% |
Average DrawdownAverage peak-to-trough decline | -6.01% | -5.26% | -0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 2.74% | -0.23% |
Volatility
LIWPX vs. VMCPX - Volatility Comparison
BlackRock LifePath Index 2065 Fund (LIWPX) has a higher volatility of 5.28% compared to Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) at 4.23%. This indicates that LIWPX's price experiences larger fluctuations and is considered to be riskier than VMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIWPX | VMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.28% | 4.23% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.39% | 9.43% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.95% | 17.58% | -0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.71% | 17.63% | -1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.62% | 18.90% | -0.28% |