LPBIX vs. SPY
Compare and contrast key facts about BlackRock LifePath Dynamic 2025 Fund (LPBIX) and SPDR S&P 500 ETF (SPY).
LPBIX is managed by Blackrock. It was launched on Jun 29, 2010. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LPBIX or SPY.
Correlation
The correlation between LPBIX and SPY is 0.89, 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
LPBIX vs. SPY - Performance Comparison
Key characteristics
Returns By Period
LPBIX
N/A
N/A
N/A
N/A
N/A
N/A
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LPBIX vs. SPY - Expense Ratio Comparison
LPBIX has a 0.50% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
LPBIX vs. SPY — Risk-Adjusted Performance Rank
LPBIX
SPY
LPBIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2025 Fund (LPBIX) and SPDR S&P 500 ETF (SPY). 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
LPBIX vs. SPY - Dividend Comparison
LPBIX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.15%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPBIX BlackRock LifePath Dynamic 2025 Fund | 4.39% | 4.39% | 3.71% | 1.15% | 3.97% | 1.75% | 2.03% | 2.06% | 1.57% | 1.70% | 1.87% | 1.61% |
SPY SPDR S&P 500 ETF | 1.15% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
LPBIX vs. SPY - Drawdown Comparison
Volatility
LPBIX vs. SPY - Volatility Comparison
The current volatility for BlackRock LifePath Dynamic 2025 Fund (LPBIX) is 0.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.00%. This indicates that LPBIX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.