LIWPX vs. VOO
Compare and contrast key facts about BlackRock LifePath Index 2065 Fund (LIWPX) and Vanguard S&P 500 ETF (VOO).
LIWPX is managed by BlackRock. It was launched on Oct 29, 2019. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
LIWPX vs. VOO - Performance Comparison
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LIWPX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LIWPX BlackRock LifePath Index 2065 Fund | -1.44% | 21.32% | 14.17% | 21.22% | -18.52% | 18.51% | 15.12% | 5.67% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 6.36% |
Returns By Period
In the year-to-date period, LIWPX achieves a -1.44% return, which is significantly higher than VOO's -3.66% return.
LIWPX
- 1D
- 3.12%
- 1M
- -5.56%
- YTD
- -1.44%
- 6M
- 1.03%
- 1Y
- 20.70%
- 3Y*
- 15.72%
- 5Y*
- 8.43%
- 10Y*
- —
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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LIWPX vs. VOO - Expense Ratio Comparison
LIWPX has a 0.35% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
LIWPX vs. VOO — Risk / Return Rank
LIWPX
VOO
LIWPX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2065 Fund (LIWPX) and Vanguard S&P 500 ETF (VOO). 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 | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.01 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.82 | 1.53 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.55 | +0.23 |
Martin ratioReturn relative to average drawdown | 8.32 | 7.31 | +1.01 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.01 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.71 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.83 | -0.25 |
Correlation
The correlation between LIWPX and VOO is 0.96, 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. VOO - Dividend Comparison
LIWPX's dividend yield for the trailing twelve months is around 1.59%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIWPX BlackRock LifePath Index 2065 Fund | 1.59% | 1.57% | 0.00% | 1.76% | 1.50% | 1.58% | 1.13% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
LIWPX vs. VOO - Drawdown Comparison
The maximum LIWPX drawdown since its inception was -33.12%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LIWPX and VOO.
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Drawdown Indicators
| LIWPX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.12% | -33.99% | +0.87% |
Max Drawdown (1Y)Largest decline over 1 year | -11.85% | -11.98% | +0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -26.57% | -24.52% | -2.05% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -6.74% | -5.55% | -1.19% |
Average DrawdownAverage peak-to-trough decline | -6.01% | -3.72% | -2.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 2.55% | 0.00% |
Volatility
LIWPX vs. VOO - Volatility Comparison
BlackRock LifePath Index 2065 Fund (LIWPX) has a higher volatility of 6.34% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that LIWPX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIWPX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.34% | 5.34% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.88% | 9.47% | +0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.18% | 18.11% | -0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.77% | 16.82% | -1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 17.99% | +0.67% |