BlackRock 60/40 Target Allocation ETF VI Fund (BVDAX) Alternatives

BlackRock 60/40 Target Allocation ETF VI Fund (BVDAX) 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 BVDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to BVDAX

BVDAX charges 0.19% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among BVDAX alternatives.

Symbol	Name	Expense Ratio	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	Jan 1, 2022	BVDAX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	Sep 12, 2017	BVDAX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	Dec 8, 2011	BVDAX vs TSAIX
BWBIX	Baron WealthBuilder Fund	0.05%	Dec 28, 2017	BVDAX vs BWBIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	Feb 9, 2022	BVDAX vs FYMIX

Best Risk-Adjusted Alternatives to BVDAX

Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	Nov 16, 2003	BVDAX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	Dec 24, 2002	BVDAX vs TIBIX
BERIX	Chartwell Income Fund	96	Sep 2, 1987	BVDAX vs BERIX
NWQIX	Nuveen Flexible Income Fund	95	Dec 8, 2009	BVDAX vs NWQIX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	BVDAX vs PMAIX

Top Performing BVDAX Alternatives (YTD)

BVDAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	9.34%	Apr 8, 2012	BVDAX vs SIFAX
PUDZX	PGIM Real Assets Fund	9.23%	Dec 29, 2010	BVDAX vs PUDZX
IOEZX	ICON Equity Income Fund	8.64%	May 9, 2004	BVDAX vs IOEZX
AAAAX	DWS RREEF Real Assets Fund - Class A	8.59%	Jul 30, 2007	BVDAX vs AAAAX
CONWX	Concorde Wealth Management Fund	8.18%	Dec 3, 1987	BVDAX vs CONWX

Lowest Volatility Alternatives to BVDAX

BVDAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.93%	Nov 16, 2003	BVDAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.64%	Apr 8, 2012	BVDAX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.44%	Apr 30, 2003	BVDAX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.47%	Sep 13, 2012	BVDAX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	3.66%	Nov 16, 2003	BVDAX vs SICIX

Lowest Drawdown Alternatives to BVDAX

BVDAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.59%	Nov 16, 2003	BVDAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	Apr 8, 2012	BVDAX vs SCLAX
AVEFX	Ave Maria Bond Fund	-2.52%	Apr 30, 2003	BVDAX vs AVEFX
CSTAX	American Funds College 2027 Fund	-2.72%	Sep 13, 2012	BVDAX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.73%	Nov 16, 2003	BVDAX vs SICIX

Other Mutual Funds from BlackRock

Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	51	-9.12%	Jan 18, 2000	BVDAX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	7	-11.11%	Feb 4, 2004	BVDAX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	68	-3.56%	Sep 6, 1994	BVDAX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	46	-6.78%	Sep 6, 1994	BVDAX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	46	-7.06%	Jul 30, 1993	BVDAX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	16	-6.71%	Sep 28, 2021	BVDAX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	62	-4.27%	May 30, 2011	BVDAX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	70	-2.99%	Dec 30, 1991	BVDAX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	8	6.59%	Jul 30, 2010	BVDAX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	27	-7.23%	Aug 30, 2005	BVDAX vs BDJ

Often Compared With BVDAX

What investors most often compare with BVDAX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	BVDAX vs VOO
SHV	iShares Short Treasury Bond ETF	Government Bonds	100	0.81%	Jan 11, 2007	BVDAX vs SHV
WWWEX	Kinetics The Global Fund	Diversified Portfolio	12	5.17%	Dec 30, 1999	BVDAX vs WWWEX
EKBAX	Allspring Diversified Capital Builder Fund	Diversified Portfolio	90	4.55%	Jan 19, 1998	BVDAX vs EKBAX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	26	-0.76%	Aug 8, 2013	BVDAX vs QBDSX
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	93	7.48%	Nov 3, 2009	BVDAX vs TPDAX
MAANX	Mutual of America Aggressive Allocation Fund	Diversified Portfolio	44	-3.18%	Nov 29, 2021	BVDAX vs MAANX

Compare BVDAX with Any Fund or Stock

Compare BVDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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BlackRock 60/40 Target Allocation ETF VI Fund

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