SPFIX vs. LIVIX
Compare and contrast key facts about Shelton Capital Management S&P 500 Index Fund (SPFIX) and BlackRock LifePath Index 2055 Fund (LIVIX).
SPFIX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Apr 20, 1992. LIVIX is managed by BlackRock. It was launched on May 30, 2011.
Performance
SPFIX vs. LIVIX - Performance Comparison
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SPFIX vs. LIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPFIX Shelton Capital Management S&P 500 Index Fund | -7.11% | 17.23% | 42.83% | 25.48% | -18.22% | 27.99% | 17.41% | 41.64% | -4.68% | 21.55% |
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, SPFIX achieves a -7.11% return, which is significantly lower than LIVIX's -4.27% return. Over the past 10 years, SPFIX has outperformed LIVIX with an annualized return of 15.75%, while LIVIX has yielded a comparatively lower 10.44% annualized return.
SPFIX
- 1D
- -0.37%
- 1M
- -7.67%
- YTD
- -7.11%
- 6M
- -4.66%
- 1Y
- 14.10%
- 3Y*
- 22.03%
- 5Y*
- 14.01%
- 10Y*
- 15.75%
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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SPFIX vs. LIVIX - Expense Ratio Comparison
SPFIX has a 0.43% expense ratio, which is higher than LIVIX's 0.10% expense ratio.
Return for Risk
SPFIX vs. LIVIX — Risk / Return Rank
SPFIX
LIVIX
SPFIX vs. LIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Capital Management S&P 500 Index Fund (SPFIX) 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.
| SPFIX | LIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.06 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.58 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.24 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 1.34 | -0.33 |
Martin ratioReturn relative to average drawdown | 4.90 | 6.36 | -1.45 |
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
| SPFIX | LIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.06 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.52 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.63 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.57 | -0.02 |
Correlation
The correlation between SPFIX and LIVIX is 0.95, 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
SPFIX vs. LIVIX - Dividend Comparison
SPFIX's dividend yield for the trailing twelve months is around 3.68%, more than LIVIX's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPFIX Shelton Capital Management S&P 500 Index Fund | 3.68% | 3.45% | 27.20% | 8.08% | 5.07% | 5.43% | 8.06% | 16.60% | 2.49% | 3.01% | 2.92% | 4.35% |
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
SPFIX vs. LIVIX - Drawdown Comparison
The maximum SPFIX drawdown since its inception was -54.81%, which is greater than LIVIX's maximum drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for SPFIX and LIVIX.
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Drawdown Indicators
| SPFIX | LIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.81% | -34.44% | -20.37% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -11.82% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -26.45% | +1.76% |
Max Drawdown (10Y)Largest decline over 10 years | -33.83% | -34.44% | +0.61% |
Current DrawdownCurrent decline from peak | -8.90% | -9.44% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -8.99% | -4.56% | -4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.49% | +0.01% |
Volatility
SPFIX vs. LIVIX - Volatility Comparison
The current volatility for Shelton Capital Management S&P 500 Index Fund (SPFIX) is 4.22%, while BlackRock LifePath Index 2055 Fund (LIVIX) has a volatility of 5.26%. This indicates that SPFIX experiences smaller price fluctuations and is considered to be less risky 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
| SPFIX | LIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 5.26% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 9.30% | -0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 16.87% | +1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.19% | 15.71% | +2.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.84% | 16.64% | +2.20% |