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.
Performance
LIZIX vs. VIPSX - Performance Comparison
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LIZIX vs. VIPSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIZIX BlackRock LifePath Index 2060 Fund | -1.36% | 21.65% | 14.01% | 21.63% | -18.42% | 18.81% | 15.02% | 26.79% | -7.81% | 20.53% |
VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares | 0.34% | 6.77% | 1.74% | 3.73% | -12.04% | 5.57% | 10.90% | 8.06% | -1.48% | 2.58% |
Returns By Period
In the year-to-date period, LIZIX achieves a -1.36% return, which is significantly lower than VIPSX's 0.34% return.
LIZIX
- 1D
- 3.09%
- 1M
- -5.56%
- YTD
- -1.36%
- 6M
- 1.17%
- 1Y
- 21.01%
- 3Y*
- 15.89%
- 5Y*
- 8.60%
- 10Y*
- —
VIPSX
- 1D
- 0.09%
- 1M
- -1.10%
- YTD
- 0.34%
- 6M
- 0.21%
- 1Y
- 2.77%
- 3Y*
- 2.99%
- 5Y*
- 1.24%
- 10Y*
- 2.45%
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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%.
Return for Risk
LIZIX vs. VIPSX — Risk / Return Rank
LIZIX
VIPSX
LIZIX vs. VIPSX - Risk-Adjusted Trends 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.
| LIZIX | VIPSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.70 | +0.55 |
Sortino ratioReturn per unit of downside risk | 1.84 | 0.98 | +0.87 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.12 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.18 | +0.63 |
Martin ratioReturn relative to average drawdown | 8.47 | 3.52 | +4.95 |
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
| LIZIX | VIPSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.70 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.21 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.46 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.75 | -0.11 |
Correlation
The correlation between LIZIX and VIPSX is 0.08, 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.
Dividends
LIZIX vs. VIPSX - Dividend Comparison
LIZIX's dividend yield for the trailing twelve months is around 2.19%, less than VIPSX's 4.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIZIX BlackRock LifePath Index 2060 Fund | 2.19% | 2.16% | 0.00% | 2.02% | 1.81% | 1.97% | 1.53% | 2.49% | 2.22% | 2.04% | 0.00% | 0.00% |
VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares | 4.39% | 4.64% | 4.07% | 4.20% | 8.34% | 5.03% | 1.28% | 2.22% | 3.03% | 2.32% | 3.38% | 0.77% |
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.
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Drawdown Indicators
| LIZIX | VIPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.39% | -15.13% | -19.26% |
Max Drawdown (1Y)Largest decline over 1 year | -11.90% | -2.84% | -9.06% |
Max Drawdown (5Y)Largest decline over 5 years | -26.49% | -14.55% | -11.94% |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.55% | — |
Current DrawdownCurrent decline from peak | -6.70% | -1.34% | -5.36% |
Average DrawdownAverage peak-to-trough decline | -5.02% | -3.26% | -1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 0.95% | +1.59% |
Volatility
LIZIX vs. VIPSX - Volatility Comparison
BlackRock LifePath Index 2060 Fund (LIZIX) has a higher volatility of 6.36% compared to Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX) at 1.36%. 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.
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Volatility by Period
| LIZIX | VIPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.36% | 1.36% | +5.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.89% | 2.30% | +7.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.26% | 4.11% | +13.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.79% | 6.00% | +9.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 5.34% | +11.64% |