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Fund comparison · from official SEC filings

LPJAX vs LPVAX: how much do they overlap?

BlackRock LifePath Dynamic 2035 Fund and BlackRock LifePath Dynamic 2055 Fund
Holdings overlap
69%
of assets, by weight
Shared positions
23
of 25 / 24 holdings
LPJAX expense ratio
0.84%
net, per year
LPVAX expense ratio
0.84%
net, per year
LPJAX and LPVAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
LPJAX
LPVAX
?
—DIVERSIFIED EQUITY MASTER
35.60%
47.61%
B
BDVFXBLACKROCK DIVER FIX INC-K
21.23%
1.45%
?
—MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio
11.75%
13.82%
I
IEMGISHARES CORE MSCI EMERGING
6.04%
9.79%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
1.55%
6.79%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
6.24%
2.79%
P
PBAKXBLACKROCK TACT OPPORT-K
5.46%
5.06%
U
USIGISHARES BROAD USD INVESTMENT
4.91%
1.49%
S
SCZISHARES MSCI EAFE SMALL-CAP
2.09%
2.28%
B
BIREXBLACKROCK REAL ESTATE-INS
2.02%
0.80%
I
IWMISHARES RUSSELL 2000 ETF
0.11%
0.83%
E
EWCISHARES MSCI CANADA ETF
0.39%
0.63%
?
—Chicago Mercantile Exchange
0.07%
-0.07%
?
—Chicago Board of Trade
0.01%
0.02%
?
—Morgan Stanley & Co. International PLC
0.00%
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.
-0.00%
-0.01%
?
—JPMorgan Chase Bank NA
-0.06%
-0.06%
?
—Goldman Sachs International
-0.07%
-0.07%
B
BACR 4.4 06.15.27 GMTNBARCLAYS BANK PLC
-0.09%
-0.11%
Only in LPJAX
I
IGFISHARES GLOBAL INFRASTRUCTUR
1.98%
S
STIPISHARES 0-5 YEAR TIPS BOND E
0.72%
Only in LPVAX
I
IDEVISHARES CORE MSCI DEV MKTS
6.88%
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LPJAX vs LPCKXBlackRock LifePath Dynamic 2040 Fund
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LPJAX vs LPCNXBlackRock LifePath Dynamic 2030 Fund
88% overlap
LPVAX vs LPHAXBlackRock LifePath Dynamic 2045 Fund
84% overlap
LPJAX vs LPHAXBlackRock LifePath Dynamic 2045 Fund
83% overlap
LPVAX vs LPCKXBlackRock LifePath Dynamic 2040 Fund
75% 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.