WFSPX vs. LIZIX
Compare and contrast key facts about iShares S&P 500 Index Fund (WFSPX) and BlackRock LifePath Index 2060 Fund (LIZIX).
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. LIZIX is managed by BlackRock. It was launched on Feb 28, 2016.
Performance
WFSPX vs. LIZIX - Performance Comparison
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WFSPX vs. LIZIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | 20.24% |
LIZIX BlackRock LifePath Index 2060 Fund | -4.32% | 21.65% | 14.01% | 21.63% | -18.42% | 18.81% | 15.02% | 26.79% | -7.81% | 20.53% |
Returns By Period
In the year-to-date period, WFSPX achieves a -7.06% return, which is significantly lower than LIZIX's -4.32% return.
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%
LIZIX
- 1D
- -0.28%
- 1M
- -8.90%
- YTD
- -4.32%
- 6M
- -1.40%
- 1Y
- 17.82%
- 3Y*
- 14.72%
- 5Y*
- 8.22%
- 10Y*
- —
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WFSPX vs. LIZIX - Expense Ratio Comparison
WFSPX has a 0.03% expense ratio, which is lower than LIZIX's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
WFSPX vs. LIZIX — Risk / Return Rank
WFSPX
LIZIX
WFSPX vs. LIZIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Index Fund (WFSPX) and BlackRock LifePath Index 2060 Fund (LIZIX). 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.
| WFSPX | LIZIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.06 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.58 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.24 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.34 | -0.28 |
Martin ratioReturn relative to average drawdown | 5.13 | 6.35 | -1.22 |
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
| WFSPX | LIZIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.06 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.52 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.63 | -0.50 |
Correlation
The correlation between WFSPX and LIZIX 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.
Dividends
WFSPX vs. LIZIX - Dividend Comparison
WFSPX's dividend yield for the trailing twelve months is around 1.58%, less than LIZIX's 2.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
LIZIX BlackRock LifePath Index 2060 Fund | 2.26% | 2.16% | 0.00% | 2.02% | 1.81% | 1.97% | 1.53% | 2.49% | 2.22% | 2.04% | 0.00% | 0.00% |
Drawdowns
WFSPX vs. LIZIX - Drawdown Comparison
The maximum WFSPX drawdown since its inception was -58.21%, which is greater than LIZIX's maximum drawdown of -34.39%. Use the drawdown chart below to compare losses from any high point for WFSPX and LIZIX.
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Drawdown Indicators
| WFSPX | LIZIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.21% | -34.39% | -23.82% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -11.90% | -0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -24.51% | -26.49% | +1.98% |
Max Drawdown (10Y)Largest decline over 10 years | -33.74% | — | — |
Current DrawdownCurrent decline from peak | -8.90% | -9.50% | +0.60% |
Average DrawdownAverage peak-to-trough decline | -12.84% | -5.02% | -7.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.51% | -0.02% |
Volatility
WFSPX vs. LIZIX - Volatility Comparison
The current volatility for iShares S&P 500 Index Fund (WFSPX) is 4.24%, while BlackRock LifePath Index 2060 Fund (LIZIX) has a volatility of 5.32%. This indicates that WFSPX experiences smaller price fluctuations and is considered to be less risky than LIZIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFSPX | LIZIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 5.32% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 9.41% | -0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.06% | 17.02% | +1.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.84% | 15.73% | +1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.98% | 16.96% | +1.02% |