MASKX vs. LIVIX
Compare and contrast key facts about iShares Russell 2000 Small-Cap Index Fund (MASKX) and BlackRock LifePath Index 2055 Fund (LIVIX).
MASKX is managed by BlackRock. It was launched on Apr 9, 1997. LIVIX is managed by BlackRock. It was launched on May 30, 2011.
Performance
MASKX vs. LIVIX - Performance Comparison
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MASKX vs. LIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | -2.51% | 12.76% | 11.35% | 16.99% | -20.39% | 14.54% | 19.99% | 25.54% | -11.03% | 14.61% |
LIVIX BlackRock LifePath Index 2055 Fund | -4.27% | 21.57% | 13.60% | 21.62% | -18.38% | 18.75% | 14.99% | 26.76% | -7.83% | 21.38% |
Returns By Period
In the year-to-date period, MASKX achieves a -2.51% return, which is significantly higher than LIVIX's -4.27% return. Over the past 10 years, MASKX has underperformed LIVIX with an annualized return of 9.43%, while LIVIX has yielded a comparatively higher 10.44% annualized return.
MASKX
- 1D
- -1.48%
- 1M
- -8.19%
- YTD
- -2.51%
- 6M
- -0.38%
- 1Y
- 21.43%
- 3Y*
- 11.69%
- 5Y*
- 3.00%
- 10Y*
- 9.43%
LIVIX
- 1D
- -0.26%
- 1M
- -8.84%
- YTD
- -4.27%
- 6M
- -1.37%
- 1Y
- 17.75%
- 3Y*
- 14.56%
- 5Y*
- 8.15%
- 10Y*
- 10.44%
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MASKX vs. LIVIX - Expense Ratio Comparison
MASKX has a 0.12% expense ratio, which is higher than LIVIX's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
MASKX vs. LIVIX — Risk / Return Rank
MASKX
LIVIX
MASKX vs. LIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2000 Small-Cap Index Fund (MASKX) and BlackRock LifePath Index 2055 Fund (LIVIX). 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.
| MASKX | LIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.06 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.58 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.24 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.34 | -0.02 |
Martin ratioReturn relative to average drawdown | 5.00 | 6.36 | -1.36 |
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
| MASKX | LIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.06 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.52 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.63 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.57 | -0.24 |
Correlation
The correlation between MASKX and LIVIX is 0.85, 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
MASKX vs. LIVIX - Dividend Comparison
MASKX's dividend yield for the trailing twelve months is around 3.22%, more than LIVIX's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | 3.22% | 3.13% | 4.81% | 2.92% | 1.70% | 7.64% | 1.42% | 3.43% | 4.26% | 3.15% | 4.60% | 3.63% |
LIVIX BlackRock LifePath Index 2055 Fund | 2.59% | 2.48% | 0.01% | 2.04% | 1.96% | 2.04% | 1.56% | 2.95% | 2.35% | 2.27% | 1.54% | 2.88% |
Drawdowns
MASKX vs. LIVIX - Drawdown Comparison
The maximum MASKX drawdown since its inception was -59.06%, which is greater than LIVIX's maximum drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for MASKX and LIVIX.
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Drawdown Indicators
| MASKX | LIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.06% | -34.44% | -24.62% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -11.82% | -2.07% |
Max Drawdown (5Y)Largest decline over 5 years | -31.98% | -26.45% | -5.53% |
Max Drawdown (10Y)Largest decline over 10 years | -41.68% | -34.44% | -7.24% |
Current DrawdownCurrent decline from peak | -11.01% | -9.44% | -1.57% |
Average DrawdownAverage peak-to-trough decline | -11.69% | -4.56% | -7.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 2.49% | +1.19% |
Volatility
MASKX vs. LIVIX - Volatility Comparison
iShares Russell 2000 Small-Cap Index Fund (MASKX) has a higher volatility of 6.63% compared to BlackRock LifePath Index 2055 Fund (LIVIX) at 5.26%. This indicates that MASKX's price experiences larger fluctuations and is considered to be riskier than LIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MASKX | LIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.63% | 5.26% | +1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 14.09% | 9.30% | +4.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.10% | 16.87% | +6.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.14% | 15.71% | +7.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.63% | 16.64% | +6.99% |