LPWRX vs. WFSPX
Compare and contrast key facts about BlackRock LifePath Dynamic 2065 Fund (LPWRX) and iShares S&P 500 Index Fund (WFSPX).
LPWRX is managed by BlackRock. It was launched on Oct 29, 2019. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
LPWRX vs. WFSPX - Performance Comparison
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LPWRX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LPWRX BlackRock LifePath Dynamic 2065 Fund | -4.46% | 20.43% | 8.99% | 22.14% | -18.94% | 17.84% | 13.47% | 5.28% |
WFSPX iShares S&P 500 Index Fund | -7.06% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 6.43% |
Returns By Period
In the year-to-date period, LPWRX achieves a -4.46% return, which is significantly higher than WFSPX's -7.06% return.
LPWRX
- 1D
- -0.27%
- 1M
- -9.45%
- YTD
- -4.46%
- 6M
- -2.11%
- 1Y
- 16.58%
- 3Y*
- 12.64%
- 5Y*
- 6.79%
- 10Y*
- —
WFSPX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.63%
- 1Y
- 14.40%
- 3Y*
- 17.13%
- 5Y*
- 11.37%
- 10Y*
- 13.63%
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LPWRX vs. WFSPX - Expense Ratio Comparison
LPWRX has a 0.93% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
LPWRX vs. WFSPX — Risk / Return Rank
LPWRX
WFSPX
LPWRX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2065 Fund (LPWRX) and iShares S&P 500 Index Fund (WFSPX). 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.
| LPWRX | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.84 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.38 | 1.30 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.06 | +0.14 |
Martin ratioReturn relative to average drawdown | 5.56 | 5.13 | +0.43 |
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
| LPWRX | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.84 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.68 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.13 | +0.36 |
Correlation
The correlation between LPWRX and WFSPX 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.
Dividends
LPWRX vs. WFSPX - Dividend Comparison
LPWRX's dividend yield for the trailing twelve months is around 2.37%, more than WFSPX's 1.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPWRX BlackRock LifePath Dynamic 2065 Fund | 2.37% | 2.26% | 1.00% | 2.07% | 2.35% | 9.34% | 1.00% | 0.55% | 0.00% | 0.00% | 0.00% | 0.00% |
WFSPX iShares S&P 500 Index Fund | 1.58% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
LPWRX vs. WFSPX - Drawdown Comparison
The maximum LPWRX drawdown since its inception was -33.27%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for LPWRX and WFSPX.
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Drawdown Indicators
| LPWRX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.27% | -58.21% | +24.94% |
Max Drawdown (1Y)Largest decline over 1 year | -12.27% | -12.11% | -0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -27.28% | -24.51% | -2.77% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.74% | — |
Current DrawdownCurrent decline from peak | -10.07% | -8.90% | -1.17% |
Average DrawdownAverage peak-to-trough decline | -6.58% | -12.84% | +6.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.49% | +0.15% |
Volatility
LPWRX vs. WFSPX - Volatility Comparison
BlackRock LifePath Dynamic 2065 Fund (LPWRX) has a higher volatility of 6.21% compared to iShares S&P 500 Index Fund (WFSPX) at 4.24%. This indicates that LPWRX's price experiences larger fluctuations and is considered to be riskier than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPWRX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.21% | 4.24% | +1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 10.76% | 9.08% | +1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.65% | 18.06% | +0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.80% | 16.84% | -0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.62% | 17.98% | +0.64% |