VFAIX vs. LIVIX
Compare and contrast key facts about Vanguard Financials Index Fund Admiral Shares (VFAIX) and BlackRock LifePath Index 2055 Fund (LIVIX).
VFAIX is managed by BlackRock. It was launched on Feb 4, 2004. LIVIX is managed by BlackRock. It was launched on May 30, 2011.
Performance
VFAIX vs. LIVIX - Performance Comparison
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VFAIX vs. LIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFAIX Vanguard Financials Index Fund Admiral Shares | -11.11% | 14.90% | 30.46% | 14.07% | -12.26% | 36.27% | -2.15% | 31.63% | -13.47% | 20.05% |
LIVIX BlackRock LifePath Index 2055 Fund | -4.27% | 21.57% | 13.60% | 21.62% | -18.38% | 18.75% | 14.99% | 26.76% | -7.83% | 21.38% |
Returns By Period
In the year-to-date period, VFAIX achieves a -11.11% return, which is significantly lower than LIVIX's -4.27% return. Over the past 10 years, VFAIX has outperformed LIVIX with an annualized return of 12.12%, while LIVIX has yielded a comparatively lower 10.44% annualized return.
VFAIX
- 1D
- 1.06%
- 1M
- -5.57%
- YTD
- -11.11%
- 6M
- -9.20%
- 1Y
- 0.51%
- 3Y*
- 17.09%
- 5Y*
- 9.31%
- 10Y*
- 12.12%
LIVIX
- 1D
- -0.26%
- 1M
- -8.84%
- YTD
- -4.27%
- 6M
- -1.37%
- 1Y
- 17.75%
- 3Y*
- 14.56%
- 5Y*
- 8.15%
- 10Y*
- 10.44%
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VFAIX vs. LIVIX - Expense Ratio Comparison
Both VFAIX and LIVIX have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
VFAIX vs. LIVIX — Risk / Return Rank
VFAIX
LIVIX
VFAIX vs. LIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Financials Index Fund Admiral Shares (VFAIX) and BlackRock LifePath Index 2055 Fund (LIVIX). 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.
| VFAIX | LIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.08 | 1.06 | -0.98 |
Sortino ratioReturn per unit of downside risk | 0.25 | 1.58 | -1.33 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.24 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.02 | 1.34 | -1.36 |
Martin ratioReturn relative to average drawdown | -0.07 | 6.36 | -6.43 |
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
| VFAIX | LIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.08 | 1.06 | -0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.52 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.63 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.57 | -0.35 |
Correlation
The correlation between VFAIX and LIVIX is 0.79, 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
VFAIX vs. LIVIX - Dividend Comparison
VFAIX's dividend yield for the trailing twelve months is around 1.64%, less than LIVIX's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFAIX Vanguard Financials Index Fund Admiral Shares | 1.64% | 1.56% | 1.75% | 2.08% | 2.31% | 2.62% | 2.21% | 2.17% | 2.30% | 1.54% | 1.64% | 2.00% |
LIVIX BlackRock LifePath Index 2055 Fund | 2.59% | 2.48% | 0.01% | 2.04% | 1.96% | 2.04% | 1.56% | 2.95% | 2.35% | 2.27% | 1.54% | 2.88% |
Drawdowns
VFAIX vs. LIVIX - Drawdown Comparison
The maximum VFAIX drawdown since its inception was -78.64%, which is greater than LIVIX's maximum drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for VFAIX and LIVIX.
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Drawdown Indicators
| VFAIX | LIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.64% | -34.44% | -44.20% |
Max Drawdown (1Y)Largest decline over 1 year | -14.72% | -11.82% | -2.90% |
Max Drawdown (5Y)Largest decline over 5 years | -25.71% | -26.45% | +0.74% |
Max Drawdown (10Y)Largest decline over 10 years | -44.37% | -34.44% | -9.93% |
Current DrawdownCurrent decline from peak | -13.82% | -9.44% | -4.38% |
Average DrawdownAverage peak-to-trough decline | -18.69% | -4.56% | -14.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 2.49% | +2.37% |
Volatility
VFAIX vs. LIVIX - Volatility Comparison
The current volatility for Vanguard Financials Index Fund Admiral Shares (VFAIX) is 4.20%, while BlackRock LifePath Index 2055 Fund (LIVIX) has a volatility of 5.26%. This indicates that VFAIX experiences smaller price fluctuations and is considered to be less risky than LIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VFAIX | LIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 5.26% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 11.53% | 9.30% | +2.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.86% | 16.87% | +2.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.40% | 15.71% | +3.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.62% | 16.64% | +5.98% |