Fund comparison · from official SEC filings
LPHAX vs LPVAX: how much do they overlap?
BlackRock LifePath Dynamic 2045 Fund and BlackRock LifePath Dynamic 2055 Fund
vs
LPHAX and LPVAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
LPHAX
LPVAX
?
—DIVERSIFIED EQUITY MASTER
39.31%
47.61%
?
—MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio
13.88%
13.82%
I
IEMGISHARES CORE MSCI EMERGING
8.29%
9.79%
B
BDVFXBLACKROCK DIVER FIX INC-K
8.30%
1.45%
I
IDEVISHARES CORE MSCI DEV MKTS
3.06%
6.88%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
5.62%
6.79%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
5.30%
2.79%
P
PBAKXBLACKROCK TACT OPPORT-K
5.03%
5.06%
U
USIGISHARES BROAD USD INVESTMENT
4.60%
1.49%
B
BIREXBLACKROCK REAL ESTATE-INS
3.38%
0.80%
S
SCZISHARES MSCI EAFE SMALL-CAP
2.26%
2.28%
E
EWCISHARES MSCI CANADA ETF
0.57%
0.63%
?
—Chicago Board of Trade
0.14%
0.02%
?
—Morgan Stanley & Co. International PLC
0.03%
0.02%
B
BAC F 08.18.26BANK OF AMERICA NA
0.02%
0.02%
?
—Osaka Exchange
0.02%
0.02%
?
—The Montreal Exchange/Bourse De Montreal
0.01%
0.01%
?
—Eurex Deutschland
-0.00%
-0.00%
?
—ICE Futures U.S., Inc.
-0.01%
-0.01%
?
—JPMorgan Chase Bank NA
-0.07%
-0.06%
?
—Chicago Mercantile Exchange
-0.07%
-0.07%
?
—Goldman Sachs International
-0.07%
-0.07%
B
BACR 4.4 06.15.27 GMTNBARCLAYS BANK PLC
-0.11%
-0.11%
Only in LPHAX
I
IGFISHARES GLOBAL INFRASTRUCTUR
0.49%
S
STIPISHARES 0-5 YEAR TIPS BOND E
0.01%
Only in LPVAX
I
IWMISHARES RUSSELL 2000 ETF
0.83%
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Unwrap your portfolio →Other comparisons you might like
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92% overlap
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90% overlap
LPHAX vs LPCKXBlackRock LifePath Dynamic 2040 Fund
90% overlap
LPHAX vs LPJAXBlackRock LifePath Dynamic 2035 Fund
83% overlap
LPVAX vs LPCKXBlackRock LifePath Dynamic 2040 Fund
75% overlap
LPHAX vs LPCNXBlackRock LifePath Dynamic 2030 Fund
72% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.