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 69 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 | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Sep 1995 | BSIIX vs VBTIX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | Mar 1990 | BSIIX vs FXNAX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Feb 2010 | BSIIX vs VBMPX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | — | Oct 2017 | BSIIX vs FNSOX |
Best Risk-Adjusted Alternatives to BSIIX
BSIIX has a PortfoliosLab risk / return rank of 65. There are 17 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 | |
| Fidelity Flex Conservative Income Bond Fund | 99 | — | May 2018 | BSIIX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 99 | 15.70B | Feb 2015 | BSIIX vs VUBFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 99 | — | Oct 2008 | BSIIX vs JSOSX | |
| Fidelity Series Short-Term Credit Fund | 88 | — | Mar 2015 | BSIIX vs FYBTX |
Top Performing BSIIX Alternatives (YTD)
BSIIX is at 1.56% YTD. There are 8 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 2.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Strategic Income Fund Class Z | 2.63% | — | Oct 2018 | BSIIX vs FIWDX | |
| Fidelity Advisor Strategic Income Fund Class I | 2.50% | — | Jul 1995 | BSIIX vs FSRIX | |
| Fidelity Advisor Strategic Income Fund Class M | 2.46% | — | Oct 1994 | BSIIX vs FSIAX | |
| Fidelity Advisor Strategic Income Fund Class A | 2.38% | — | Sep 1996 | BSIIX vs FSTAX | |
| Fidelity Advisor Strategic Income Fund Class C | 2.00% | — | Nov 1997 | BSIIX vs FSRCX |
Lowest Volatility Alternatives to BSIIX
BSIIX has 2.96% 1-year volatility. There are 27 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.60%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.60% | — | 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... | 0.80% | 15.70B | Feb 2015 | BSIIX vs VUBFX | |
| Fidelity Flex Conservative Income Bond Fund | 1.26% | — | May 2018 | BSIIX vs FJTDX | |
| Fidelity Advisor Short-Term Bond Fund Class C | 1.82% | — | Jul 2016 | BSIIX vs FANCX |
Lowest Drawdown Alternatives to BSIIX
BSIIX has a 1-year max drawdown of -2.84%. There are 44 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 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 | |
| Fidelity Short-Term Bond Fund | -1.17% | — | Sep 1986 | BSIIX vs FSHBX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 40 | 15.17% | — | Sep 2021 | BSIIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 62 | 10.45% | — | Jul 1993 | BSIIX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.18% | — | Dec 2012 | BSIIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 60 | 11.17% | — | May 2011 | BSIIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 71 | 10.57% | — | Dec 1991 | BSIIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 56 | 10.47% | — | Jul 2010 | BSIIX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 45 | 6.96% | — | Aug 2005 | BSIIX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 40 | 28.69% | — | Apr 2000 | BSIIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 75 | 6.57% | — | Oct 2007 | BSIIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 69 | 12.59% | — | Sep 1999 | BSIIX vs FAMRX |
Often Compared With BSIIX
Investors most often compare BSIIX with IUS, DODIX, BND. These 20 comparison targets span 13 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