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:
1.25
VOO:
2.03
LIZIX:
1.74
VOO:
2.71
LIZIX:
1.23
VOO:
1.38
LIZIX:
1.88
VOO:
3.01
LIZIX:
7.37
VOO:
13.24
LIZIX:
2.00%
VOO:
1.92%
LIZIX:
11.74%
VOO:
12.57%
LIZIX:
-34.39%
VOO:
-33.99%
LIZIX:
-5.99%
VOO:
-3.51%
Returns By Period
In the year-to-date period, LIZIX achieves a -0.19% return, which is significantly higher than VOO's -0.25% return.
LIZIX
-0.19%
-5.41%
2.28%
15.76%
9.07%
N/A
VOO
-0.25%
-2.87%
6.72%
26.40%
14.45%
13.28%
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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 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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.25%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIZIX BlackRock LifePath Index 2060 Fund | 0.00% | 0.00% | 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 | 1.25% | 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 3.65%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.08%. 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.