STLAX vs. SDIV
Compare and contrast key facts about BlackRock LifePath Dynamic Retirement Fund (STLAX) and Global X SuperDividend ETF (SDIV).
STLAX is managed by BlackRock. It was launched on Feb 28, 1994. SDIV is a passively managed fund by Global X that tracks the performance of the Solactive Global SuperDividend Index. It was launched on Jun 8, 2011.
Performance
STLAX vs. SDIV - Performance Comparison
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STLAX vs. SDIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STLAX BlackRock LifePath Dynamic Retirement Fund | -1.32% | 12.00% | 8.16% | 12.51% | -14.86% | 6.87% | 12.83% | 16.91% | -3.65% | 10.96% |
SDIV Global X SuperDividend ETF | 6.70% | 29.12% | 1.77% | 5.46% | -26.43% | 3.76% | -20.89% | 13.04% | -15.07% | 11.95% |
Returns By Period
In the year-to-date period, STLAX achieves a -1.32% return, which is significantly lower than SDIV's 6.70% return. Over the past 10 years, STLAX has outperformed SDIV with an annualized return of 6.01%, while SDIV has yielded a comparatively lower 0.55% annualized return.
STLAX
- 1D
- 0.10%
- 1M
- -4.60%
- YTD
- -1.32%
- 6M
- 0.03%
- 1Y
- 9.70%
- 3Y*
- 8.62%
- 5Y*
- 3.99%
- 10Y*
- 6.01%
SDIV
- 1D
- 2.27%
- 1M
- -2.96%
- YTD
- 6.70%
- 6M
- 10.37%
- 1Y
- 32.97%
- 3Y*
- 14.76%
- 5Y*
- 0.59%
- 10Y*
- 0.55%
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STLAX vs. SDIV - Expense Ratio Comparison
STLAX has a 0.51% expense ratio, which is lower than SDIV's 0.58% expense ratio.
Return for Risk
STLAX vs. SDIV — Risk / Return Rank
STLAX
SDIV
STLAX vs. SDIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic Retirement Fund (STLAX) and Global X SuperDividend ETF (SDIV). 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.
| STLAX | SDIV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 2.07 | -0.87 |
Sortino ratioReturn per unit of downside risk | 1.69 | 2.66 | -0.97 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.41 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 2.43 | -0.87 |
Martin ratioReturn relative to average drawdown | 7.18 | 12.21 | -5.03 |
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
| STLAX | SDIV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 2.07 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.04 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.03 | +0.66 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.06 | +0.77 |
Correlation
The correlation between STLAX and SDIV is 0.73, 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
STLAX vs. SDIV - Dividend Comparison
STLAX's dividend yield for the trailing twelve months is around 4.90%, less than SDIV's 9.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STLAX BlackRock LifePath Dynamic Retirement Fund | 4.90% | 4.83% | 11.22% | 8.31% | 1.14% | 14.51% | 6.38% | 2.55% | 9.46% | 8.75% | 1.47% | 5.58% |
SDIV Global X SuperDividend ETF | 9.10% | 9.59% | 11.33% | 11.73% | 14.17% | 8.95% | 7.96% | 8.73% | 9.22% | 6.66% | 6.95% | 7.33% |
Drawdowns
STLAX vs. SDIV - Drawdown Comparison
The maximum STLAX drawdown since its inception was -25.68%, smaller than the maximum SDIV drawdown of -56.90%. Use the drawdown chart below to compare losses from any high point for STLAX and SDIV.
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Drawdown Indicators
| STLAX | SDIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.68% | -56.90% | +31.22% |
Max Drawdown (1Y)Largest decline over 1 year | -5.78% | -13.37% | +7.59% |
Max Drawdown (5Y)Largest decline over 5 years | -20.58% | -41.94% | +21.36% |
Max Drawdown (10Y)Largest decline over 10 years | -20.58% | -56.90% | +36.32% |
Current DrawdownCurrent decline from peak | -4.60% | -17.21% | +12.61% |
Average DrawdownAverage peak-to-trough decline | -2.39% | -18.63% | +16.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | 2.66% | -1.41% |
Volatility
STLAX vs. SDIV - Volatility Comparison
The current volatility for BlackRock LifePath Dynamic Retirement Fund (STLAX) is 3.05%, while Global X SuperDividend ETF (SDIV) has a volatility of 6.25%. This indicates that STLAX experiences smaller price fluctuations and is considered to be less risky than SDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STLAX | SDIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.05% | 6.25% | -3.20% |
Volatility (6M)Calculated over the trailing 6-month period | 4.97% | 9.21% | -4.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.25% | 16.03% | -7.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.17% | 16.79% | -6.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.81% | 18.96% | -10.15% |