STLEX vs. SWPPX
Compare and contrast key facts about BlackRock LifePath Dynamic 2040 Fund (STLEX) and Schwab S&P 500 Index Fund (SWPPX).
STLEX is managed by Blackrock. It was launched on Feb 28, 1994. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STLEX or SWPPX.
Correlation
The correlation between STLEX and SWPPX 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.
Performance
STLEX vs. SWPPX - Performance Comparison
Key characteristics
STLEX:
0.87
SWPPX:
1.90
STLEX:
1.22
SWPPX:
2.55
STLEX:
1.17
SWPPX:
1.35
STLEX:
0.95
SWPPX:
2.87
STLEX:
3.52
SWPPX:
11.86
STLEX:
2.86%
SWPPX:
2.04%
STLEX:
11.58%
SWPPX:
12.80%
STLEX:
-55.79%
SWPPX:
-55.06%
STLEX:
-3.68%
SWPPX:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with STLEX having a 4.57% return and SWPPX slightly lower at 4.39%. Over the past 10 years, STLEX has underperformed SWPPX with an annualized return of 2.17%, while SWPPX has yielded a comparatively higher 13.03% annualized return.
STLEX
4.57%
2.94%
1.38%
9.68%
4.08%
2.17%
SWPPX
4.39%
2.32%
10.20%
24.07%
14.49%
13.03%
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STLEX vs. SWPPX - Expense Ratio Comparison
STLEX has a 0.47% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
STLEX vs. SWPPX — Risk-Adjusted Performance Rank
STLEX
SWPPX
STLEX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2040 Fund (STLEX) and Schwab S&P 500 Index Fund (SWPPX). 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.
Dividends
STLEX vs. SWPPX - Dividend Comparison
STLEX's dividend yield for the trailing twelve months is around 4.48%, more than SWPPX's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STLEX BlackRock LifePath Dynamic 2040 Fund | 4.48% | 4.68% | 3.34% | 1.46% | 6.95% | 2.51% | 2.15% | 2.27% | 1.98% | 2.18% | 1.82% | 1.76% |
SWPPX Schwab S&P 500 Index Fund | 1.18% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
STLEX vs. SWPPX - Drawdown Comparison
The maximum STLEX drawdown since its inception was -55.79%, roughly equal to the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for STLEX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
STLEX vs. SWPPX - Volatility Comparison
The current volatility for BlackRock LifePath Dynamic 2040 Fund (STLEX) is 2.36%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 3.19%. This indicates that STLEX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.