LIZIX vs. VOO
Compare and contrast key facts about BlackRock LifePath Index 2060 Fund (LIZIX) and Vanguard S&P 500 ETF (VOO).
LIZIX is managed by Blackrock. It was launched on Feb 28, 2016. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIZIX or VOO.
Correlation
The correlation between LIZIX and VOO is 0.95, 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.
Performance
LIZIX vs. VOO - Performance Comparison
Key characteristics
LIZIX:
0.43
VOO:
0.30
LIZIX:
0.72
VOO:
0.55
LIZIX:
1.11
VOO:
1.08
LIZIX:
0.44
VOO:
0.30
LIZIX:
2.18
VOO:
1.37
LIZIX:
3.39%
VOO:
4.10%
LIZIX:
17.26%
VOO:
18.73%
LIZIX:
-34.39%
VOO:
-33.99%
LIZIX:
-9.37%
VOO:
-13.97%
Returns By Period
In the year-to-date period, LIZIX achieves a -4.41% return, which is significantly higher than VOO's -10.00% return.
LIZIX
-4.41%
-5.15%
-5.84%
8.00%
12.31%
N/A
VOO
-10.00%
-7.00%
-9.11%
5.82%
14.67%
11.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LIZIX vs. VOO - Expense Ratio Comparison
LIZIX has a 0.10% expense ratio, which is higher than VOO's 0.03% expense ratio. However, 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. VOO — Risk-Adjusted Performance Rank
LIZIX
VOO
LIZIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2060 Fund (LIZIX) 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.
Dividends
LIZIX vs. VOO - Dividend Comparison
LIZIX's dividend yield for the trailing twelve months is around 2.08%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIZIX BlackRock LifePath Index 2060 Fund | 2.08% | 1.99% | 2.02% | 1.82% | 1.96% | 1.53% | 2.49% | 2.22% | 2.05% | 1.58% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LIZIX vs. VOO - Drawdown Comparison
The maximum LIZIX drawdown since its inception was -34.39%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LIZIX and VOO. For additional features, visit the drawdowns tool.
Volatility
LIZIX vs. VOO - Volatility Comparison
The current volatility for BlackRock LifePath Index 2060 Fund (LIZIX) is 12.36%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.38%. This indicates that LIZIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.