STLDX vs. WFSPX
Compare and contrast key facts about BlackRock LifePath Dynamic 2030 Fund (STLDX) and iShares S&P 500 Index Fund (WFSPX).
STLDX is managed by BlackRock. It was launched on Feb 28, 1994. 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
STLDX vs. WFSPX - Performance Comparison
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STLDX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STLDX BlackRock LifePath Dynamic 2030 Fund | -1.78% | 13.59% | 3.65% | 15.65% | -15.85% | 11.43% | 13.06% | 22.09% | -5.41% | 15.48% |
WFSPX iShares S&P 500 Index Fund | -7.06% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, STLDX achieves a -1.78% return, which is significantly higher than WFSPX's -7.06% return. Over the past 10 years, STLDX has underperformed WFSPX with an annualized return of 7.28%, while WFSPX has yielded a comparatively higher 13.63% annualized return.
STLDX
- 1D
- 0.00%
- 1M
- -5.41%
- YTD
- -1.78%
- 6M
- -0.30%
- 1Y
- 10.99%
- 3Y*
- 8.11%
- 5Y*
- 4.08%
- 10Y*
- 7.28%
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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STLDX vs. WFSPX - Expense Ratio Comparison
STLDX has a 0.49% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
STLDX vs. WFSPX — Risk / Return Rank
STLDX
WFSPX
STLDX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2030 Fund (STLDX) 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.
| STLDX | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.84 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.30 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.06 | +0.33 |
Martin ratioReturn relative to average drawdown | 6.65 | 5.13 | +1.52 |
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
| STLDX | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.84 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.68 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.76 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.13 | +0.37 |
Correlation
The correlation between STLDX and WFSPX 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.
Dividends
STLDX vs. WFSPX - Dividend Comparison
STLDX's dividend yield for the trailing twelve months is around 4.16%, more than WFSPX's 1.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STLDX BlackRock LifePath Dynamic 2030 Fund | 4.16% | 4.09% | 0.96% | 3.16% | 2.04% | 16.80% | 3.86% | 6.33% | 13.50% | 12.92% | 2.00% | 9.25% |
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
STLDX vs. WFSPX - Drawdown Comparison
The maximum STLDX drawdown since its inception was -48.43%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for STLDX and WFSPX.
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Drawdown Indicators
| STLDX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.43% | -58.21% | +9.78% |
Max Drawdown (1Y)Largest decline over 1 year | -7.32% | -12.11% | +4.79% |
Max Drawdown (5Y)Largest decline over 5 years | -22.56% | -24.51% | +1.95% |
Max Drawdown (10Y)Largest decline over 10 years | -26.95% | -33.74% | +6.79% |
Current DrawdownCurrent decline from peak | -5.60% | -8.90% | +3.30% |
Average DrawdownAverage peak-to-trough decline | -8.28% | -12.84% | +4.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.53% | 2.49% | -0.96% |
Volatility
STLDX vs. WFSPX - Volatility Comparison
The current volatility for BlackRock LifePath Dynamic 2030 Fund (STLDX) is 3.45%, while iShares S&P 500 Index Fund (WFSPX) has a volatility of 4.24%. This indicates that STLDX experiences smaller price fluctuations and is considered to be less risky 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
| STLDX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.45% | 4.24% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 5.84% | 9.08% | -3.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.24% | 18.06% | -7.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.18% | 16.84% | -5.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.27% | 17.98% | -6.71% |