BlackRock Strategic Income Opportunities Fund Class I (BSIIX) belongs to the Total Bond Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BSIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BSIIX
BSIIX charges 0.69% annually. There are 79 mutual funds in the Total Bond Market category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | — | BSIIX vs VTBNX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | Mar 1990 | BSIIX vs FXNAX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | — | Oct 2017 | BSIIX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 389.80B | Feb 2010 | BSIIX vs VBMPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.04% | 389.80B | Sep 1995 | BSIIX vs VBTIX |
Best Risk-Adjusted Alternatives to BSIIX
BSIIX has a PortfoliosLab risk / return rank of 64. There are 14 mutual funds in the Total Bond Market category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | — | Feb 2015 | BSIIX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 100 | 15.70B | Feb 2015 | BSIIX vs VUBFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 99 | — | Oct 2008 | BSIIX vs JSOSX | |
| Fidelity Conservative Income Bond Institutional Cl... | 99 | — | Mar 2011 | BSIIX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 99 | — | May 2018 | BSIIX vs FJTDX |
Top Performing BSIIX Alternatives (YTD)
BSIIX is at 1.79% YTD. There are 6 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 3.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Strategic Income Fund Class Z | 3.40% | — | Oct 2018 | BSIIX vs FIWDX | |
| Fidelity Strategic Income Fund | 3.29% | — | Oct 1994 | BSIIX vs FADMX | |
| Fidelity Advisor Strategic Income Fund Class M | 3.28% | — | Oct 1994 | BSIIX vs FSIAX | |
| Fidelity Advisor Strategic Income Fund Class I | 3.27% | — | Jul 1995 | BSIIX vs FSRIX | |
| Fidelity Advisor Strategic Income Fund Class A | 3.19% | — | Sep 1996 | BSIIX vs FSTAX |
Lowest Volatility Alternatives to BSIIX
BSIIX has 2.91% 1-year volatility. There are 29 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.59% | — | Feb 2015 | BSIIX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | — | Oct 2008 | BSIIX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.77% | 15.70B | Feb 2015 | BSIIX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 1.19% | — | Mar 2011 | BSIIX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 1.28% | — | May 2018 | BSIIX vs FJTDX |
Lowest Drawdown Alternatives to BSIIX
BSIIX has a 1-year max drawdown of -2.84%. There are 48 mutual funds in the Total Bond Market category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.10% | — | Mar 2011 | BSIIX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | -0.10% | — | May 2018 | BSIIX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.25% | — | Feb 2015 | BSIIX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | — | Oct 2008 | BSIIX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | 15.70B | Feb 2015 | BSIIX vs VUBFX |
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 | BSIIX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | BSIIX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | BSIIX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | BSIIX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | BSIIX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | BSIIX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | BSIIX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | BSIIX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | BSIIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | BSIIX vs ASFYX |
Often Compared With BSIIX
Investors most often compare BSIIX with BND, IUS, DODIX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare BSIIX with Any Fund or Stock
Compare BSIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BSIIX with funds that move differently
BlackRock Strategic Income Opportunities Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BSIIX.
Explore BSIIX Diversifiers