Correlation
The correlation between LPHIX and VOO is 0.93, 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.
LPHIX vs. VOO
Compare and contrast key facts about BlackRock LifePath Dynamic 2045 Fund (LPHIX) and Vanguard S&P 500 ETF (VOO).
LPHIX is managed by Blackrock. It was launched on Jun 29, 2010. 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: LPHIX or VOO.
Performance
LPHIX vs. VOO - Performance Comparison
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Key characteristics
LPHIX:
0.72
VOO:
0.74
LPHIX:
1.02
VOO:
1.04
LPHIX:
1.15
VOO:
1.15
LPHIX:
0.73
VOO:
0.68
LPHIX:
3.26
VOO:
2.58
LPHIX:
3.43%
VOO:
4.93%
LPHIX:
17.16%
VOO:
19.54%
LPHIX:
-34.35%
VOO:
-33.99%
LPHIX:
-0.32%
VOO:
-3.55%
Returns By Period
In the year-to-date period, LPHIX achieves a 4.65% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, LPHIX has underperformed VOO with an annualized return of 8.81%, while VOO has yielded a comparatively higher 12.81% annualized return.
LPHIX
4.65%
4.89%
1.29%
11.56%
11.18%
12.54%
8.81%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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LPHIX vs. VOO - Expense Ratio Comparison
LPHIX has a 0.47% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
LPHIX vs. VOO — Risk-Adjusted Performance Rank
LPHIX
VOO
LPHIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2045 Fund (LPHIX) 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.
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Dividends
LPHIX vs. VOO - Dividend Comparison
LPHIX's dividend yield for the trailing twelve months is around 9.40%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPHIX BlackRock LifePath Dynamic 2045 Fund | 9.40% | 9.84% | 3.14% | 2.54% | 12.56% | 2.16% | 5.15% | 11.30% | 9.94% | 2.02% | 4.79% | 8.20% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LPHIX vs. VOO - Drawdown Comparison
The maximum LPHIX drawdown since its inception was -34.35%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LPHIX and VOO.
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Volatility
LPHIX vs. VOO - Volatility Comparison
The current volatility for BlackRock LifePath Dynamic 2045 Fund (LPHIX) is 3.24%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that LPHIX 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.
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