STLFX vs. WFSPX
Compare and contrast key facts about BlackRock LifePath Dynamic 2050 Fund (STLFX) and iShares S&P 500 Index Fund (WFSPX).
STLFX is managed by BlackRock. It was launched on Jun 29, 2008. 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
STLFX vs. WFSPX - Performance Comparison
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STLFX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STLFX BlackRock LifePath Dynamic 2050 Fund | -3.93% | 20.03% | 5.73% | 22.31% | -18.73% | 18.12% | 14.82% | 26.48% | -8.22% | 21.73% |
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, STLFX achieves a -3.93% return, which is significantly higher than WFSPX's -7.06% return. Over the past 10 years, STLFX has underperformed WFSPX with an annualized return of 9.68%, while WFSPX has yielded a comparatively higher 13.63% annualized return.
STLFX
- 1D
- -0.24%
- 1M
- -8.91%
- YTD
- -3.93%
- 6M
- -1.66%
- 1Y
- 16.40%
- 3Y*
- 11.63%
- 5Y*
- 6.33%
- 10Y*
- 9.68%
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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STLFX vs. WFSPX - Expense Ratio Comparison
STLFX has a 0.49% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
STLFX vs. WFSPX — Risk / Return Rank
STLFX
WFSPX
STLFX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2050 Fund (STLFX) 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.
| STLFX | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.84 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.30 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 1.06 | +0.17 |
Martin ratioReturn relative to average drawdown | 5.79 | 5.13 | +0.66 |
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
| STLFX | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.84 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.68 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.76 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.13 | +0.24 |
Correlation
The correlation between STLFX 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
STLFX vs. WFSPX - Dividend Comparison
STLFX's dividend yield for the trailing twelve months is around 6.45%, more than WFSPX's 1.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STLFX BlackRock LifePath Dynamic 2050 Fund | 6.45% | 6.20% | 1.86% | 2.91% | 2.51% | 16.88% | 2.27% | 6.09% | 15.73% | 5.87% | 2.00% | 9.21% |
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
STLFX vs. WFSPX - Drawdown Comparison
The maximum STLFX drawdown since its inception was -50.35%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for STLFX and WFSPX.
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Drawdown Indicators
| STLFX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.35% | -58.21% | +7.86% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -12.11% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -27.07% | -24.51% | -2.56% |
Max Drawdown (10Y)Largest decline over 10 years | -34.48% | -33.74% | -0.74% |
Current DrawdownCurrent decline from peak | -9.45% | -8.90% | -0.55% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -12.84% | +6.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.49% | +0.03% |
Volatility
STLFX vs. WFSPX - Volatility Comparison
BlackRock LifePath Dynamic 2050 Fund (STLFX) has a higher volatility of 5.81% compared to iShares S&P 500 Index Fund (WFSPX) at 4.24%. This indicates that STLFX's price experiences larger fluctuations and is considered to be riskier 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
| STLFX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.81% | 4.24% | +1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 10.15% | 9.08% | +1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.81% | 18.06% | -0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.73% | 16.84% | -0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 17.98% | -1.65% |