BlackRock Dynamic High Income Portfolio (BDHIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BDHIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BDHIX
BDHIX charges 0.65% annually. There are 265 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | BDHIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | BDHIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | BDHIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | BDHIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | BDHIX vs BWBIX |
Best Risk-Adjusted Alternatives to BDHIX
BDHIX has a PortfoliosLab risk / return rank of 43. There are 426 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | BDHIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | BDHIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | BDHIX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 96 | — | Jan 1998 | BDHIX vs EKBAX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | BDHIX vs FIQDX |
Top Performing BDHIX Alternatives (YTD)
BDHIX is at 4.52% YTD. There are 405 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 37.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 37.09% | — | Jan 1998 | BDHIX vs EKBAX | |
| Greenspring Fund | 21.22% | — | Jun 1983 | BDHIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | BDHIX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | BDHIX vs TIBIX | |
| Standpoint Multi-Asset Fund Institutional | 17.17% | — | Dec 2019 | BDHIX vs BLNDX |
Lowest Volatility Alternatives to BDHIX
BDHIX has 7.09% 1-year volatility. There are 188 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | BDHIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | BDHIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | BDHIX vs SICIX | |
| Ave Maria Bond Fund | 2.92% | — | Apr 2003 | BDHIX vs AVEFX | |
| American Funds College 2027 Fund | 3.04% | — | Sep 2012 | BDHIX vs CSTAX |
Lowest Drawdown Alternatives to BDHIX
BDHIX has a 1-year max drawdown of -6.15%. There are 248 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | BDHIX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | BDHIX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | BDHIX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | BDHIX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | BDHIX vs FSRRX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 71 | 21.03% | — | Jan 2000 | BDHIX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 3 | -6.39% | 13.70B | Feb 2004 | BDHIX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 77 | 5.64% | 11.90B | Sep 1994 | BDHIX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 63 | 10.53% | 28.60B | Sep 1994 | BDHIX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 66 | 10.87% | — | Jul 1993 | BDHIX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 26 | 11.44% | — | Sep 2021 | BDHIX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | 12.11% | — | May 2011 | BDHIX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.62% | — | Dec 2012 | BDHIX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 72 | 11.27% | — | Dec 1991 | BDHIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 69 | 15.25% | — | Jul 2010 | BDHIX vs ASFYX |
Often Compared With BDHIX
Investors most often compare BDHIX with CNDX.L, EFIPX, VOO. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare BDHIX with Any Fund or Stock
Compare BDHIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BDHIX with funds that move differently
BlackRock Dynamic High Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BDHIX.
Explore BDHIX Diversifiers