LPJIX vs. ECAT
Compare and contrast key facts about BlackRock LifePath Dynamic 2035 Fund (LPJIX) and BlackRock ESG Capital Allocation Term Trust (ECAT).
LPJIX is managed by BlackRock. It was launched on Jun 29, 2010. ECAT is managed by BlackRock. It was launched on Sep 28, 2021.
Performance
LPJIX vs. ECAT - Performance Comparison
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LPJIX vs. ECAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
LPJIX BlackRock LifePath Dynamic 2035 Fund | -2.32% | 15.27% | 4.57% | 17.50% | -16.57% | 4.20% |
ECAT BlackRock ESG Capital Allocation Term Trust | -6.71% | 16.64% | 19.96% | 32.36% | -21.90% | -6.25% |
Returns By Period
In the year-to-date period, LPJIX achieves a -2.32% return, which is significantly higher than ECAT's -6.71% return.
LPJIX
- 1D
- 0.00%
- 1M
- -6.39%
- YTD
- -2.32%
- 6M
- -0.58%
- 1Y
- 12.67%
- 3Y*
- 9.15%
- 5Y*
- 4.67%
- 10Y*
- 8.05%
ECAT
- 1D
- 1.49%
- 1M
- -8.56%
- YTD
- -6.71%
- 6M
- -7.80%
- 1Y
- 7.03%
- 3Y*
- 13.21%
- 5Y*
- —
- 10Y*
- —
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LPJIX vs. ECAT - Expense Ratio Comparison
LPJIX has a 0.48% expense ratio, which is lower than ECAT's 1.38% expense ratio.
Return for Risk
LPJIX vs. ECAT — Risk / Return Rank
LPJIX
ECAT
LPJIX vs. ECAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2035 Fund (LPJIX) and BlackRock ESG Capital Allocation Term Trust (ECAT). 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.
| LPJIX | ECAT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.42 | +0.64 |
Sortino ratioReturn per unit of downside risk | 1.54 | 0.68 | +0.86 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.09 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 0.47 | +0.89 |
Martin ratioReturn relative to average drawdown | 6.49 | 1.75 | +4.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LPJIX | ECAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.42 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.32 | +0.31 |
Correlation
The correlation between LPJIX and ECAT is 0.70, 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
LPJIX vs. ECAT - Dividend Comparison
LPJIX's dividend yield for the trailing twelve months is around 4.07%, less than ECAT's 25.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPJIX BlackRock LifePath Dynamic 2035 Fund | 4.07% | 3.98% | 0.77% | 3.17% | 2.12% | 11.29% | 1.89% | 5.20% | 11.21% | 8.99% | 1.89% | 4.52% |
ECAT BlackRock ESG Capital Allocation Term Trust | 25.39% | 23.00% | 17.44% | 9.14% | 8.94% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LPJIX vs. ECAT - Drawdown Comparison
The maximum LPJIX drawdown since its inception was -29.86%, smaller than the maximum ECAT drawdown of -32.23%. Use the drawdown chart below to compare losses from any high point for LPJIX and ECAT.
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Drawdown Indicators
| LPJIX | ECAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.86% | -32.23% | +2.37% |
Max Drawdown (1Y)Largest decline over 1 year | -8.49% | -12.90% | +4.41% |
Max Drawdown (5Y)Largest decline over 5 years | -23.71% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -29.86% | — | — |
Current DrawdownCurrent decline from peak | -6.64% | -10.48% | +3.84% |
Average DrawdownAverage peak-to-trough decline | -3.96% | -9.41% | +5.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | 3.49% | -1.70% |
Volatility
LPJIX vs. ECAT - Volatility Comparison
The current volatility for BlackRock LifePath Dynamic 2035 Fund (LPJIX) is 4.14%, while BlackRock ESG Capital Allocation Term Trust (ECAT) has a volatility of 5.97%. This indicates that LPJIX experiences smaller price fluctuations and is considered to be less risky than ECAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPJIX | ECAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.14% | 5.97% | -1.83% |
Volatility (6M)Calculated over the trailing 6-month period | 7.04% | 10.34% | -3.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.22% | 16.97% | -4.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.69% | 16.95% | -4.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.89% | 16.95% | -4.06% |