BIGPX vs. VIGI

In the year-to-date period, BIGPX achieves a -0.93% return, which is significantly higher than VIGI's -1.75% return. Both investments have delivered pretty close results over the past 10 years, with BIGPX having a 7.78% annualized return and VIGI not far behind at 7.77%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BIGPX has a 0.43% expense ratio, which is higher than VIGI's 0.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and Vanguard International Dividend Appreciation ETF (VIGI). 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.

The current BIGPX Sharpe Ratio is 1.33, which is higher than the VIGI Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of BIGPX and VIGI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The correlation between BIGPX and VIGI is 0.78, 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.

BIGPX's dividend yield for the trailing twelve months is around 8.05%, more than VIGI's 2.24% yield.

The maximum BIGPX drawdown since its inception was -46.95%, which is greater than VIGI's maximum drawdown of -31.01%. Use the drawdown chart below to compare losses from any high point for BIGPX and VIGI.

The current volatility for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) is 4.56%, while Vanguard International Dividend Appreciation ETF (VIGI) has a volatility of 6.20%. This indicates that BIGPX experiences smaller price fluctuations and is considered to be less risky than VIGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.