LIZIX vs. VIPSX
Compare and contrast key facts about BlackRock LifePath Index 2060 Fund (LIZIX) and Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX).
LIZIX is managed by Blackrock. It was launched on Feb 28, 2016. VIPSX is managed by Vanguard. It was launched on Jun 29, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIZIX or VIPSX.
Key characteristics
| LIZIX | VIPSX | |
|---|---|---|
| YTD Return | 19.30% | 3.00% |
| 1Y Return | 31.02% | 7.17% |
| 3Y Return (Ann) | 5.69% | -2.16% |
| 5Y Return (Ann) | 11.09% | 2.13% |
| Sharpe Ratio | 2.78 | 1.44 |
| Sortino Ratio | 3.79 | 2.17 |
| Omega Ratio | 1.51 | 1.26 |
| Calmar Ratio | 3.17 | 0.56 |
| Martin Ratio | 18.37 | 6.51 |
| Ulcer Index | 1.77% | 1.10% |
| Daily Std Dev | 11.70% | 4.98% |
| Max Drawdown | -34.39% | -15.13% |
| Current Drawdown | -0.22% | -6.63% |
Correlation
The correlation between LIZIX and VIPSX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LIZIX vs. VIPSX - Performance Comparison
In the year-to-date period, LIZIX achieves a 19.30% return, which is significantly higher than VIPSX's 3.00% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LIZIX vs. VIPSX - Expense Ratio Comparison
LIZIX has a 0.10% expense ratio, which is lower than VIPSX's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
LIZIX vs. VIPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2060 Fund (LIZIX) and Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX). 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
LIZIX vs. VIPSX - Dividend Comparison
LIZIX's dividend yield for the trailing twelve months is around 0.73%, less than VIPSX's 4.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIZIX BlackRock LifePath Index 2060 Fund | 0.73% | 2.02% | 1.82% | 1.96% | 1.53% | 2.49% | 2.22% | 2.05% | 1.58% | 0.00% | 0.00% | 0.00% |
VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares | 4.21% | 4.20% | 8.34% | 5.02% | 1.29% | 2.22% | 3.03% | 2.32% | 2.05% | 0.76% | 2.13% | 1.66% |
Drawdowns
LIZIX vs. VIPSX - Drawdown Comparison
The maximum LIZIX drawdown since its inception was -34.39%, which is greater than VIPSX's maximum drawdown of -15.13%. Use the drawdown chart below to compare losses from any high point for LIZIX and VIPSX. For additional features, visit the drawdowns tool.
Volatility
LIZIX vs. VIPSX - Volatility Comparison
BlackRock LifePath Index 2060 Fund (LIZIX) has a higher volatility of 3.11% compared to Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX) at 1.28%. This indicates that LIZIX's price experiences larger fluctuations and is considered to be riskier than VIPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.