LPVIX vs. VOO
Compare and contrast key facts about BlackRock LifePath Dynamic 2055 Fund (LPVIX) and Vanguard S&P 500 ETF (VOO).
LPVIX 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: LPVIX or VOO.
Correlation
The correlation between LPVIX 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.
Performance
LPVIX vs. VOO - Performance Comparison
Key characteristics
LPVIX:
1.02
VOO:
1.88
LPVIX:
1.44
VOO:
2.53
LPVIX:
1.19
VOO:
1.35
LPVIX:
1.49
VOO:
2.81
LPVIX:
4.45
VOO:
11.78
LPVIX:
3.14%
VOO:
2.02%
LPVIX:
13.69%
VOO:
12.67%
LPVIX:
-34.58%
VOO:
-33.99%
LPVIX:
-3.35%
VOO:
0.00%
Returns By Period
In the year-to-date period, LPVIX achieves a 5.65% return, which is significantly higher than VOO's 4.61% return. Over the past 10 years, LPVIX has underperformed VOO with an annualized return of 5.72%, while VOO has yielded a comparatively higher 13.30% annualized return.
LPVIX
5.65%
3.54%
2.20%
14.80%
8.08%
5.72%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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LPVIX vs. VOO - Expense Ratio Comparison
LPVIX has a 0.50% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
LPVIX vs. VOO — Risk-Adjusted Performance Rank
LPVIX
VOO
LPVIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2055 Fund (LPVIX) 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.
Dividends
LPVIX vs. VOO - Dividend Comparison
LPVIX's dividend yield for the trailing twelve months is around 3.90%, more than VOO's 1.19% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
LPVIX BlackRock LifePath Dynamic 2055 Fund | 3.90% | 4.12% | 3.00% | 1.40% | 6.57% | 1.18% | 1.97% | 2.19% | 1.86% | 1.94% | 1.56% | 1.63% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LPVIX vs. VOO - Drawdown Comparison
The maximum LPVIX drawdown since its inception was -34.58%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LPVIX and VOO. For additional features, visit the drawdowns tool.
Volatility
LPVIX vs. VOO - Volatility Comparison
BlackRock LifePath Dynamic 2055 Fund (LPVIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 2.92% and 3.01%, 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.