BlackRock Global Dividend Portfolio (BIBDX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BIBDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BIBDX
BIBDX charges 0.75% annually. There are 53 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | BIBDX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | BIBDX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | BIBDX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | BIBDX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | BIBDX vs VMNVX |
Best Risk-Adjusted Alternatives to BIBDX
BIBDX has a PortfoliosLab risk / return rank of 48. There are 100 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | BIBDX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | BIBDX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | BIBDX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | BIBDX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | BIBDX vs JGYIX |
Top Performing BIBDX Alternatives (YTD)
BIBDX is at 11.03% YTD. There are 106 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.83%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | BIBDX vs GCCHX | |
| Oberweis Global Opportunities Fund | 26.78% | — | Jan 1987 | BIBDX vs OBEGX | |
| LSV Global Value Fund | 24.84% | — | Jun 2014 | BIBDX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | BIBDX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | BIBDX vs PRGSX |
Lowest Volatility Alternatives to BIBDX
BIBDX has 12.03% 1-year volatility. There are 62 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | BIBDX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | BIBDX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | BIBDX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | BIBDX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.63% | — | Jan 2016 | BIBDX vs SGMAX |
Lowest Drawdown Alternatives to BIBDX
BIBDX has a 1-year max drawdown of -10.38%. There are 111 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | BIBDX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | BIBDX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | BIBDX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | BIBDX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | BIBDX vs LVAFX |
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 | 75 | 21.38% | — | Jan 2000 | BIBDX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | BIBDX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | BIBDX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | BIBDX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | BIBDX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | BIBDX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | BIBDX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | BIBDX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | BIBDX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | BIBDX vs ASFYX |
Often Compared With BIBDX
Investors most often compare BIBDX with INAA.L, ACWI, DGRW. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare BIBDX with Any Fund or Stock
Compare BIBDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BIBDX with funds that move differently
BlackRock Global Dividend Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIBDX.
Explore BIBDX Diversifiers