LIZIX vs. VTTSX
Compare and contrast key facts about BlackRock LifePath Index 2060 Fund (LIZIX) and Vanguard Target Retirement 2060 Fund (VTTSX).
LIZIX is managed by Blackrock. It was launched on Feb 28, 2016. VTTSX is managed by Vanguard. It was launched on Jan 19, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIZIX or VTTSX.
Key characteristics
| LIZIX | VTTSX | |
|---|---|---|
| YTD Return | 14.49% | 13.02% |
| 1Y Return | 23.53% | 21.75% |
| 3Y Return (Ann) | 5.57% | 4.98% |
| 5Y Return (Ann) | 10.89% | 10.32% |
| Sharpe Ratio | 1.89 | 1.88 |
| Daily Std Dev | 12.30% | 11.45% |
| Max Drawdown | -34.39% | -31.38% |
| Current Drawdown | -0.51% | -0.60% |
Correlation
The correlation between LIZIX and VTTSX is 0.98, 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. VTTSX - Performance Comparison
In the year-to-date period, LIZIX achieves a 14.49% return, which is significantly higher than VTTSX's 13.02% 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. VTTSX - Expense Ratio Comparison
LIZIX has a 0.10% expense ratio, which is higher than VTTSX's 0.08% 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. VTTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2060 Fund (LIZIX) and Vanguard Target Retirement 2060 Fund (VTTSX). 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. VTTSX - Dividend Comparison
LIZIX's dividend yield for the trailing twelve months is around 0.94%, less than VTTSX's 1.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIZIX BlackRock LifePath Index 2060 Fund | 0.94% | 2.01% | 1.81% | 1.97% | 1.53% | 2.49% | 2.22% | 2.04% | 1.62% | 0.00% | 0.00% | 0.00% |
VTTSX Vanguard Target Retirement 2060 Fund | 1.89% | 2.14% | 2.09% | 5.67% | 1.83% | 2.11% | 2.31% | 1.77% | 1.98% | 1.92% | 1.67% | 1.38% |
Drawdowns
LIZIX vs. VTTSX - Drawdown Comparison
The maximum LIZIX drawdown since its inception was -34.39%, which is greater than VTTSX's maximum drawdown of -31.38%. Use the drawdown chart below to compare losses from any high point for LIZIX and VTTSX. For additional features, visit the drawdowns tool.
Volatility
LIZIX vs. VTTSX - Volatility Comparison
BlackRock LifePath Index 2060 Fund (LIZIX) has a higher volatility of 3.80% compared to Vanguard Target Retirement 2060 Fund (VTTSX) at 3.48%. This indicates that LIZIX's price experiences larger fluctuations and is considered to be riskier than VTTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.