LIWPX vs. VTI
Compare and contrast key facts about BlackRock LifePath Index 2065 Fund (LIWPX) and Vanguard Total Stock Market ETF (VTI).
LIWPX is managed by Blackrock. It was launched on Oct 29, 2019. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIWPX or VTI.
Performance
LIWPX vs. VTI - Performance Comparison
Returns By Period
In the year-to-date period, LIWPX achieves a 18.39% return, which is significantly lower than VTI's 26.27% return.
LIWPX
18.39%
1.75%
9.17%
25.48%
10.68%
N/A
VTI
26.27%
4.02%
13.98%
33.61%
15.21%
12.73%
Key characteristics
| LIWPX | VTI | |
|---|---|---|
| Sharpe Ratio | 2.25 | 2.69 |
| Sortino Ratio | 3.13 | 3.58 |
| Omega Ratio | 1.43 | 1.49 |
| Calmar Ratio | 3.23 | 3.92 |
| Martin Ratio | 14.16 | 17.17 |
| Ulcer Index | 1.80% | 1.96% |
| Daily Std Dev | 11.31% | 12.51% |
| Max Drawdown | -33.12% | -55.45% |
| Current Drawdown | -0.82% | -0.35% |
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LIWPX vs. VTI - Expense Ratio Comparison
LIWPX has a 0.35% expense ratio, which is higher than VTI's 0.03% expense ratio.
Correlation
The correlation between LIWPX and VTI is 0.91, 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. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2065 Fund (LIWPX) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
LIWPX's dividend yield for the trailing twelve months is around 0.67%, less than VTI's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIWPX BlackRock LifePath Index 2065 Fund | 0.67% | 1.76% | 1.50% | 1.59% | 1.13% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.26% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
LIWPX vs. VTI - Drawdown Comparison
The maximum LIWPX drawdown since its inception was -33.12%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for LIWPX and VTI. For additional features, visit the drawdowns tool.
Volatility
LIWPX vs. VTI - Volatility Comparison
The current volatility for BlackRock LifePath Index 2065 Fund (LIWPX) is 3.11%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.20%. This indicates that LIWPX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.