Correlation
The correlation between STLDX and SPY is 0.94, 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.
STLDX vs. SPY
Compare and contrast key facts about BlackRock LifePath Dynamic 2030 Fund (STLDX) and SPDR S&P 500 ETF (SPY).
STLDX is managed by Blackrock. It was launched on Feb 28, 1994. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STLDX or SPY.
Performance
STLDX vs. SPY - Performance Comparison
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Key characteristics
STLDX:
0.89
SPY:
0.70
STLDX:
1.19
SPY:
1.02
STLDX:
1.18
SPY:
1.15
STLDX:
0.97
SPY:
0.68
STLDX:
4.32
SPY:
2.57
STLDX:
2.12%
SPY:
4.93%
STLDX:
11.13%
SPY:
20.42%
STLDX:
-48.44%
SPY:
-55.19%
STLDX:
-0.14%
SPY:
-3.55%
Returns By Period
In the year-to-date period, STLDX achieves a 3.96% return, which is significantly higher than SPY's 0.87% return. Over the past 10 years, STLDX has underperformed SPY with an annualized return of 6.96%, while SPY has yielded a comparatively higher 12.73% annualized return.
STLDX
3.96%
2.88%
1.23%
9.22%
7.77%
8.68%
6.96%
SPY
0.87%
5.54%
-1.56%
13.18%
14.25%
15.81%
12.73%
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STLDX vs. SPY - Expense Ratio Comparison
STLDX has a 0.49% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
STLDX vs. SPY — Risk-Adjusted Performance Rank
STLDX
SPY
STLDX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2030 Fund (STLDX) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
STLDX vs. SPY - Dividend Comparison
STLDX's dividend yield for the trailing twelve months is around 6.91%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STLDX BlackRock LifePath Dynamic 2030 Fund | 6.91% | 7.18% | 3.17% | 2.04% | 16.81% | 5.01% | 6.33% | 13.50% | 13.34% | 2.61% | 9.27% | 14.61% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
STLDX vs. SPY - Drawdown Comparison
The maximum STLDX drawdown since its inception was -48.44%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for STLDX and SPY.
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Volatility
STLDX vs. SPY - Volatility Comparison
The current volatility for BlackRock LifePath Dynamic 2030 Fund (STLDX) is 2.08%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.86%. This indicates that STLDX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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