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LIZKX vs. NASDX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

LIZKX vs. NASDX

Last updated Apr 1, 2026

Compare and contrast key facts about BlackRock LifePath Index 2060 Fund Class K (LIZKX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).

LIZKX is a passively managed fund by BlackRock that tracks the performance of the BlackRock LifePath Index 2060 Custom Benchmark (USD). It was launched on Feb 29, 2016. NASDX is a passively managed fund by BlackRock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000. Both LIZKX and NASDX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

LIZKX vs. NASDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock LifePath Index 2060 Fund Class K (LIZKX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). The values are adjusted to include any dividend payments, if applicable.

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LIZKX vs. NASDX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
LIZKX
BlackRock LifePath Index 2060 Fund Class K		-4.32%21.70%14.01%21.67%-18.33%18.79%15.07%26.93%-7.84%20.66%
NASDX
Shelton Capital Management Nasdaq-100 Index Fund Direct Shares		-9.12%21.00%36.91%54.69%-32.57%27.32%48.59%38.22%-1.21%30.11%

Returns By Period

In the year-to-date period, LIZKX achieves a -4.32% return, which is significantly higher than NASDX's -9.12% return.

LIZKX

1D
-0.28%
1M
-8.90%
YTD
-4.32%
6M
-1.40%
1Y
17.86%
3Y*
14.74%
5Y*
8.27%
10Y*
—

NASDX

1D
-0.79%
1M
-8.02%
YTD
-9.12%
6M
-6.79%
1Y
19.59%
3Y*
24.51%
5Y*
14.42%
10Y*
19.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BlackRock LifePath Index 2060 Fund Class K

Shelton Capital Management Nasdaq-100 Index Fund Direct Shares

Often compared with LIZKX:
LIZKX vs. LIVIXLIZKX vs. FRHMXLIZKX vs. FRQHXLIZKX vs. PDAHXLIZKX vs. PTDIXLIZKX vs. BDJLIZKX vs. FRKMX
Often compared with NASDX:
NASDX vs. QQQNASDX vs. USNQXNASDX vs. SPYNASDX vs. GOOGNASDX vs. VOONASDX vs. FTECNASDX vs. VOOG

LIZKX vs. NASDX - Expense Ratio Comparison

LIZKX has a 0.09% expense ratio, which is lower than NASDX's 0.63% expense ratio.

NASDX
Shelton Capital Management Nasdaq-100 Index Fund Direct Shares
LIZKX
BlackRock LifePath Index 2060 Fund Class K

Return for Risk

LIZKX vs. NASDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
LIZKX
LIZKX Risk / Return Rank: 5959
Overall Rank
LIZKX Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
LIZKX Sortino Ratio Rank: 6060
Sortino Ratio Rank
LIZKX Omega Ratio Rank: 5959
Omega Ratio Rank
LIZKX Calmar Ratio Rank: 5555
Calmar Ratio Rank
LIZKX Martin Ratio Rank: 6767
Martin Ratio Rank
NASDX
NASDX Risk / Return Rank: 5151
Overall Rank
NASDX Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
NASDX Sortino Ratio Rank: 5151
Sortino Ratio Rank
NASDX Omega Ratio Rank: 5050
Omega Ratio Rank
NASDX Calmar Ratio Rank: 5757
Calmar Ratio Rank
NASDX Martin Ratio Rank: 5252
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LIZKX vs. NASDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2060 Fund Class K (LIZKX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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.

LIZKXNASDXDifference

Sharpe ratio

Return per unit of total volatility

1.06

0.88

+0.18

Sortino ratio

Return per unit of downside risk

1.58

1.40

+0.18

Omega ratio

Gain probability vs. loss probability

1.24

1.20

+0.04

Calmar ratio

Return relative to maximum drawdown

1.34

1.31

+0.03

Martin ratio

Return relative to average drawdown

6.37

5.01

+1.36

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LIZKX vs. NASDX - Sharpe Ratio Comparison

The current LIZKX Sharpe Ratio is 1.06, which is comparable to the NASDX Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of LIZKX and NASDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

LIZKXNASDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

0.88

+0.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.63

-0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.85

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

0.29

+0.34

Correlation

The correlation between LIZKX and NASDX is 0.85, 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.

Dividends

LIZKX vs. NASDX - Dividend Comparison

LIZKX's dividend yield for the trailing twelve months is around 2.30%, less than NASDX's 3.93% yield.

TTM20252024202320222021202020192018201720162015
LIZKX
BlackRock LifePath Index 2060 Fund Class K		2.30%2.20%0.00%2.06%1.86%2.01%1.57%2.53%2.27%2.08%0.00%0.00%
NASDX
Shelton Capital Management Nasdaq-100 Index Fund Direct Shares		3.93%3.76%16.95%7.61%3.75%2.59%1.28%7.09%2.47%1.65%0.75%0.85%

Drawdowns

LIZKX vs. NASDX - Drawdown Comparison

The maximum LIZKX drawdown since its inception was -34.39%, smaller than the maximum NASDX drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for LIZKX and NASDX.

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Drawdown Indicators

LIZKXNASDXDifference

Max Drawdown

Largest peak-to-trough decline

-34.39%

-83.16%

+48.77%

Max Drawdown (1Y)

Largest decline over 1 year

-11.90%

-12.70%

+0.80%

Max Drawdown (5Y)

Largest decline over 5 years

-26.40%

-35.33%

+8.93%

Max Drawdown (10Y)

Largest decline over 10 years

—

-35.33%

—

Current Drawdown

Current decline from peak

-9.50%

-11.90%

+2.40%

Average Drawdown

Average peak-to-trough decline

-4.99%

-34.59%

+29.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.50%

3.32%

-0.82%

Volatility

LIZKX vs. NASDX - Volatility Comparison

BlackRock LifePath Index 2060 Fund Class K (LIZKX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) have volatilities of 5.33% and 5.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

LIZKXNASDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.33%

5.38%

-0.05%

Volatility (6M)

Calculated over the trailing 6-month period

9.41%

12.45%

-3.04%

Volatility (1Y)

Calculated over the trailing 1-year period

17.02%

22.55%

-5.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.74%

23.03%

-7.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.96%

22.61%

-5.65%